Lead-Lag Live cover image

The Tech Wreck Rally With Samantha LaDuc

Lead-Lag Live

00:00

Emerging Markets - What Drives My Macro to Micro?

The emerging market theme, for me, is a big one from a multi-cycle perspective. I don't consider this a trend reversal. It's completely dollar motivated and when the dollar stabilizes and starts to move higher again, that will be a very good signal to short global equities.

Play episode from 23:30
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app