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Oct 2020
40m 57s

The Interview - Turkish Lira: A Recipe f...

Real Vision Podcast Network
About this episode
Michael Nicoletos, CIO and co-founder of Appletree Capital, is joined by John Floyd, head of macro strategies at Record Currency Management, to analyze the mounting pressures on the Turkish Lira as well as other emerging market (EM) currencies. Floyd breaks down his bearish thesis on the Turkish Lira (TRY), citing Turkey's deeply negative real rates, dwindli ... Show More
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