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This year has seen remarkable shifts in currency markets, with the US Dollar reaching a 20 year high and parity with the Euro.

We discuss the factors that drive exchange rates and the implications of a strong US dollar on trade, growth and our investments.

And in today’s Dumb Question of the Week, we ask: Should you currency hedge your investments?

Selected links

Dollar Doom Loop video (PensionCraft)
Bretton Woods III video (PensionCraft)
The Stealth Erosion of Dollar Dominance (IMF)
How to diagnose your own Dutch disease (FT - paywall)

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📧 mhr@pensioncraft.com

🎧 many-happy-returns.captivate.fm

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

Episode 78: Gen AI: Back To The Basics