[월가아재] 13F로는 안 보이는 드러켄밀러가 브라질에 베팅한 이유
월가아재의 과학적 투자 · 33:27
Druckenmiller's Brazil bet is best read as a wager on how far interest rates can fall: a commodity boom (here, crude oil) cuts the country risk premium, which lowers the neutral rate, and that sets off a self-reinforc...