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Podcast: Monetary Matters with Jack Farley
Episode: Fiscal Decay, EM Parallels, and What’s Next for the Dollar | Nicolás Dujovne
Description: Nicolás Dujovne, CIO and founder of Tenac Asset
Management and former Treasury Minister of Argentina joins Monetary Matters to discuss the evolution of emerging market economies, EM debt investing, and why even though the US’s failure to address fiscal issues may be reminiscent of emerging markets it still falls short of full EM status even if it risks the US Dollar’s reserve currency status over the long run. Dujovne also identifies the opportunities he's watching now, explains why he thinks the dollar is moving lower, and makes the case for EM debt becoming more common in inves...