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When in Doubt, Zoom Out
The Compound and Friends
The Dollar Reversal: A Big Deal
The dollar and stocks have been negatively correlated. The dollar killed stocks in 2022 or what stocks were coming off was money going into the dollar as a safe haven. It's not the US dollar rolling over that the market wants, I think it's a need. If you have a strong dollar in the back half of the year, I think stocks are going to be a massive...
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode