As I have mentioned many times before, Philippa Malmgren is an insider's insider. She was Special Assistant to the President for Economic Policy on the National Economic Council. She was also a member of the President's Working Group on Financial Markets, aka, the Plunge Protection Team. Her client list includes every elite corporate firm in the world (Take a minute to look at the list, its mind boggling, the list is here.). You don't get much more insider than this.
She is one smart and one very connected operator. In this short clip (less than 5 minutes), she warns about inflation, sovereign risk and discusses how financial institutions should deal with the crisis. Very impressive. All her warnings should be absorbed, and for those who are in the game, take note of how she describes how to deal with (I should say"work around") regulations.