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25min chapter
The “Biblical” Rotation Out Of U.S. Stocks | Julian Brigden on Flight from Dollar Assets, Tariffs, and Rumored “Mar-a-Lago Accord”
Monetary Matters with Jack Farley
Strategies in a Weakening Dollar Market
This chapter explores the effects of dollar weakness on asset performance, particularly focusing on shifts towards international investments like Australian and German stocks. It discusses the historical context and potential strategies for navigating a declining dollar, including foreign exchange interventions and trade policy adjustments. The conversation emphasizes the importance of long-term strategies in the face of looming economic uncertainties and highlights potential market rotations towards undervalued global assets.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode