Stanley Druckenmiller delivered a keynote in 2021. In this talk, the founder of Duquesne Family Office breaks down the macro consequences of COVID. He covers unprecedented fiscal stimulus, Federal Reserve quantitative easing, inflation risks, asset bubbles, and the future of the U.S. dollar as the world’s reserve currency. The Q&A, moderated by Rubin Miller, covers Bitcoin and crypto, SPACs, short selling, active vs. passive investing, long-term thinking in markets, and the lessons Druckenmiller learned from mentors like George Soros. Whether you follow hedge funds, macroeconomics, or investing strategy, this is a masterclass in how one of the greatest macro investors thinks.
Recorded in 2021.
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