MI235: Investing in Uncertain Times w/ Louis Gave
The Intrinsic Value Podcast - The Investor’s Podcast Network
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How Soon Will the US Dollar Depreciate?
The US dollar is extremely bearish, once it's back of course. The biggest comparative advantage of the US dollar is that it can't be rematen in Canadian dollars or Australian dollars. And this explains the parabolic move in the US dollar. But if you ask me for a structural view, then yes, de-dollarization of global trade away from the U.S. would happen over next four to five years.
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