Chairman
Intelligence Capital Limited
Moderated by: Vincent Duhamel, CFA
- Currencies are bonds, not equities: Long-run currency risk is about too much inflation, not too little growth
- Technical competence versus political biases: Overly indebted, young populations are voting for inflation and getting currency weakness
- The coming century: The U.S. century was built on the ashes of sterling balances; the Asian century will be built on the ashes of dollar balances
