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Was Andrew wrong? Is Smartpay (ASX: SMP) a buy, opening an SMSF, China v America

Australian Investors Podcast

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The Importance of a US Core Portfolio

If the currency is two standard deviations wider than the average, then you'd start to think about hedging. If it's unhedged by what happens to us dollar, if the Australian dollar rally is 10%, you lose a significant amount of value in your IVV and Fang. China has come out of nowhere as an incredibly like dominant supply lines throughout the world. The threat that always keeps me up when I think about this is the polarization of politics in the U.S.

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