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#17: Kiril Sokoloff on Identifying the Next Big Thing
Superinvestors and the Art of Worldly Wisdom
The Risks of a Free Fall in the Dollar
The spread between US and German yields is the widest it's ever been, he says. That would have to be bullish for the Euro if you expect a mean reversion there,. He also sees a potential free fall in the dollar as its cycle comes to an end.
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