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Ep. 98 Real Conversations: David Dorr, Co-Founder, Dorr Asset Management

Hedgeye Podcasts

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Willful Blindness

We're moving into a world that's fragmented, right? We can see the conflict with, with China is increasing along with Russia and everything else. One of our favorite currency trades last year was long the Singapore dollar and short the remember. And I don't think this trade is done by any means. It's one of the interesting things with Mexico to give people an idea for kind of the flow coming out of China and moving over to Mexico.

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