Taps Coogan – September 24th, 2020

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Legendary trader, risk analyst, and author, Nassim Taleb, recently spoke with Bloomberg’s Erik Schatzker about Covid, monetary policy, private equity, and tail risk hedging. In the wide ranging discussion, he notes that Covid is helping to reverse some of the pernicious effects of globalism by forcing companies to make supply chains more robust and local. He warns that excess Fed monetary stimulus will become highly inflationary if Covid is brought under control and that it poses a risk to the Dollar’s reserve currency status.

Enjoy the full discussion below:

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