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The Contrarian Investor Podcast

Prepare for End of US Dollar Cycle, as Emerging Markets Rise: Rohit Goel, Breakout Capital

Feb 13, 2025
Rohit Goel, a portfolio manager at Breakout Capital specializing in emerging markets, shares insights on the impending end of the US dollar cycle. He discusses how the dominance of the dollar and US assets is due for a reversal. Emerging markets like India and Greece are becoming increasingly competitive, signaling a shift in global growth dynamics. Goel also highlights the challenges facing big tech stocks, suggesting that the optimism surrounding them may be overly inflated as investment opportunities evolve towards more resilient markets.
47:23

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Quick takeaways

  • The US dollar's dominance is nearing a cyclical peak, with historical patterns suggesting an impending downturn influenced by changing investor sentiments.
  • Emerging markets, particularly India and Greece, are set to outperform the US market due to improved fundamentals and significant foreign investments.

Deep dives

IRS Intensifying Collections

The IRS is set to ramp up tax collections starting in 2025, specifically targeting individuals who owe $10,000 or more or have outstanding tax returns. This increase poses significant risks for taxpayers, including potential wage garnishment and property seizures. Tax Network USA's legal team has successfully negotiated reduced payments, collectively saving clients over a billion dollars. Taxpayers are encouraged to take proactive measures to handle their tax situations before these changes take effect.

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