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Sept 2014, George Dorgan at the CFA Society: The Black Swan Slides

CFA Society

 

 

 

George Dorgan held a presentation at the CFA society in Zurich on September 1, 2014. The subjects of his speech were:

  • Reasons why the EUR/CHF exchange rate will fall under 1.20 once the deflationary pressures in Europe and Switzerland have ended
  • The missing link in the CFA program between its chapters on micro-economy, macro and currencies
    (or as Harvard professor Simon Wren Lewis says: missing micro-foundations)
  • Does history repeat? From Bretton Woods to Bretton Woods 2 and its slow end. Why the unexpected, the black swan happens more often than you think.
  • The slow end of Bretton Woods 2: rise and fall of the global carry trade and debt-driven growth
  • The contention that the Swiss franc must depreciate is often based on a simplified view on currency drivers and on “solely” one piece of the balance of payments.  An evaluation must take place in full assessment of all drivers.

 

George Dorgan at the CFA Society

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References:

Here the slides on the site of the CFA Society

Here the link to the CFA invitation for the event

George Dorgan

George Dorgan (penname) predicted the end of the EUR/CHF peg at the CFA Society and at many occasions on SeekingAlpha.com and on this blog. Several Swiss and international financial advisors support the site. These firms aim to deliver independent advice from the often misleading mainstream of banks and asset managers.
George is FinTech entrepreneur, financial author and alternative economist. He speak seven languages fluently.

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