Bitcoin & Crypto | Commodities | ESG & Climate Change | Global | Monetary Policy & Inflation
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Last week, I delivered a keynote presentation at the 2021 Trends Investment Summit, where I touched on the Fed’s inflation problem, the energy shock and its link to core inflation, China’s slowdown, vol-adjusted crypto returns, and a few trade ideas.
I’ve included the presentation slides in the ‘View PDF’ link above. If you have any questions, please feel free to reach out.