AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
This Is It
The Macro Trading Floor
The Dollar Versus C&Y: A Tourist Trade
The long US dollar versus C&Y is probably the most crowded tourist trade out there right now. The issue for me here is what could trigger the reversal of that dollar trade at this juncture? I don't know if the world can have a global bull market run without China contributing to global growth, as it did in the past. And so the path of list resistance is they do very little. They do ineffective policies. At some point you get frustrated and you look for something else.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode