
MacroVoices #288 Paul Krake: Mega themes for 2020s
Macro Voices
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The Transformational 20 - Are You Going to See Structured Dollar Winning?
Every every decade since you and i, the top ten market cap company's changed. And i believe that cycle has come to an end. You've got to have a handle on what those 20 transformative companies are doing. The fact that they're domiciled in the united states,. for example, has real implications for the value of the dollar. Are you going to see structural dollar weakness if the world's greatest companies remain domiciling in the us? It's an open end question.
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