A satanic list of inflationary factors

In this episode of Unhedged, Katie Martin, Rob Armstrong, and Adam Posen discuss the potential impacts of Donald Trump's second presidency on global markets, particularly focusing on the dollar's stability and the possibility of a financial crisis. Adam Posen expresses concerns about the "de-centering" of the dollar and the potential for higher inflation due to tariffs, fiscal policy, and anti-migration measures. The conversation explores the implications of a new Fed chair and the risks associated with financial stability, particularly in the crypto sector. While Rob Armstrong offers a more optimistic perspective, the panel acknowledges the potential for economic instability and the importance of factors like AI-driven productivity growth in offsetting negative trends. The episode concludes with a lighthearted "Long Short" segment where the hosts and guest share their positive and negative views on various topics, including the New England Patriots, crypto, and financial repression.