#47: David Hay On Balancing Risk Management With Timely Opportunism
Superinvestors and the Art of Worldly Wisdom
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The Dollar's Oversold Bounce
I know Louis has been a dollar bear and has been right for the past couple of years. Not so much the last month, but... Well, we've seen a rally, a short-term rally, but it's still making lower highs. And so I don't think the trend, there's a clear trend change. There, I did talk to Julian Brigden a few weeks ago, and he talks about the Fed's impossible trinity that they can potentially keep interest rates low, proper asset markets, but the currency will be the outlet for that.
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