Manage episode 282837180 series 1504388
Alberto Gallo, Algebris Investments Portfolio Manager, discusses fiscal policy and the risks of secular stagnation. Michael Holland, Holland & Co. Chairman, says tech companies will have some comeuppance over the next year, but will overall be okay. Jane Foley, Rabobank Head of FX Strategy, warns of the risks facing policy in a period of low growth and inflation. Kenneth Rogoff, Harvard University Professor and Former IMF Chief Economist, discusses the fiscal state of the U.S. and his skepticism of Bitcoin.