Why Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack Farley
Forward Guidance
00:00
Shorting the Japanese Dollar and Canadian Dollar
Short japanese yen and short o dollar and canadian dollar both have, i think, held up pretty well in disrali. But those both are very syclical effects, very grossh orientated effects. They are commodity or inted effects, pars whereve we're seen the first predecent signs of a commodity overhangs. And also, they both have a big real estate problem. What i mean, potential problem, but big set up for a a potential problem.
Transcript
Play full episode
