Click here to listen to a fascinating discussion on Bloomberg with Kenneth Rogoff and Niall Ferguson about the global economy. Rogoff is an International Chess Master, Harvard professor, and former Director of Research at the International Monetary Fund. Ferguson is a British historian, Harvard professor, and author of The Ascent of Money.
The issues that they discuss have a direct impact on all of our investments. They are big fans of emerging markets, commodities, and think that it will actually be good for America if we were to see double digit inflation in the coming years.
After listening to Rogoff and Ferguson, you may find the presentations on our Global Macro strategy to be especially interesting. Click here to view (financial advisors only).
Click here for disclosures from Dorsey Wright Money Management.
Posted by Andy Hyer