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Billionaire Stanley Druckenmiller: Macroeconomic Analysis of the Market, Trade and Investing (2019)

An interview and Q&A with billionaire investor and founder of Duquesne Capital, Stanley Druckenmiller. In this interview, Stanley discusses the Macroeconomic factors he is monitoring and the impact of changes in interest rates. Stanley also talks about the US trade war with China and how to structure your portfolio. ? Books on Stanley Druckenmiller’s investing technique are located at the bottom of the description❗

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Video Segments:
0:00 Introduction
6:44 FED rates?
10:25 What did you mean by deflationary bust?
17:01 Thoughts on new inflation target and how did quantitative easing contribute to inequality?
20:19 Did the FED miss the sharing economy companies?
22:20 Micro drives the macro?
26:01 Quantitative tightening does not exist?
28:16 Did Trump just break a fragile economy?
30:01 Is macro half economics and half politics?
31:55 How should the market think about a Trump reelection?
33:40 China?
36:42 Mexican tariffs are terrible?
38:03 Nationalism and monopolies?
40:26 Start of Q&A
40:55 Defensive investment posture?
42:58 Thoughts on Bitcoin?
44:30 Are there any enlightened democrats and could any win?
47:15 What worries you from the buyers side of the market?
48:28 Does China have to lose for the US to win?
49:57 President liquidity conditions?
50:50 China play?
52:12 Evolution of the hedge fund industry?
53:32 Why the market is not good on the downside?
55:44 In a prolonged downturn, would the FED use negative interest rates?

Stanley Druckenmiller Books ??? (affiliate link)
The New Market Wizards: http://bit.ly/NewMarketWizards

Interview Date: 3rd June, 2019
Event: The Economic Club of New York
Original Image Source:http://bit.ly/SDruckenmillerPic3

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