4min chapter

The Macro Trading Floor cover image

Russell Clark: Brace For Structurally Higher Inflation

The Macro Trading Floor

CHAPTER

Are You Still Long Dollar Against a Basket of Ten Currency?

I still like being long dollar, i've added to that position recently. In doubt whether the japanese yen could start in if we get a true recestion. Andres: I'm preparing myself for the milk shegs in areo this autumn. When the frend reserve really gets going on the cute process, we should expect doller liquidity to be removed slowly but surely.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode