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Show Notes
Ben Hunt, Co-founder and Chief Investment Officer at Second Foundation Partners, and publisher of Salient Theory, on the common denominator for the Archegos, Greensill and Melvin Capital implosions. Dr. Win Thin, Global Head: Currency Strategy at Brown Brothers Harriman, on traders exiting the dollar short trade. Chris Stansbury, CFO of Arrow Electronics, on strong demand and the chip shortage. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on his bullish outlook and why he doesn't fear inflation right now. Hosted by Paul Sweeney and Matt Miller.
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