John Llewellyn On Pre-COVID Output, MMT & Climate Change | Macro Hive Conversations

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Published Aug 11, 2020

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In this episode, I talk with Edward Misrahi. Edward is the CIO and Founder of Ronit Capital – a leading emerging markets focused hedge fund. He founded the fund in 2013, before that he was a founding partner of Eton Park Capital. Edward started his career at Goldman Sachs – where amongst other things he worked in the famous Risk Arbitrage group and later become a partner. In this podcast we discuss:

1. Forget talks of V-, W-shaped recoveries, it will take years to return to pre-COVID output
2. COVID adds to challenges of adapting to Fourth Industrial Revolution
3. Why haven’t real wages risen?
4. Are we mismeasuring growth, investment and productivity?
5. Why inflation won’t rise meaningfully
6. The pros and cons of MMT
7. The surprisingly good EU budget/recovery fund
8. Germany’s U-turn on frugality
9. The transition challenges of Brexit
10. China’s pressure cooker and India’s steady release
11. Climate change – a 5-degree temperature increase changes everything
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