U.S. Dollar Is Still the King, Says Ark Capital’s Abukarsh

The transcript discusses modern monetary theory and its implications for the US dollar, analyzing its current strength and market conditions. It covers interest rates, CPI, and economic indicators, suggesting a potential rate hike if data remains solid. The impact of fiscal stimulus and bond issuances is also examined, highlighting the US economy's relative strength and the dollar's outlook.

What is the speaker's view on the current state of the US economy in relation to twin deficits?

According to the text, what are the expected trends in inflation and employment in the US?