”If There is a Year to Be Long Risk, it is 2021!” Dominique Dwor-Frecaut, Dwor-Frecaut Macro

The IRF Podcast is joined by Dominique Dwor-Frecaut of Dwor-Frecaut Macro to discuss her big picture views with practical portfolio implications.

----more----She highlights 2021 as being the year to be in risk assets; expect a 20% increase in the S&P with even better opportunities outside the US. Dominique has worked at the IMF, the World Bank and the New York Fed, on the sell side in Singapore and at US-based macro hedge funds, including Bridgewater and startups in NYC and LA. Her first brush with contrarian thinking was predicting the 1997 Asian crisis while working as country economist for Thailand at the World Bank.