Is the US Dollar Trend Coming to an End? with Brent Donnelly

Nov 25, 2022

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Interview recorded - 23rd of November, 2022

On todays episode of the WTFinance podcast I had the pleasure of speaking with Brent Donnelly - President of Spectra Markets, an experienced currency, equity and futures trader, and author of two books on trading “Alpha Trader) and “The Art of Currency Trading”.

During our conversation we spoke about Key Macro trends Brent is watching, whether we have seen the end of dollar strength (for now), how Brent is looking to position himself and historical periods that this market reminds him of. I hope you enjoy!

Buy the books here -

Alpha Trader - https://amzn.to/3VdUuKM
The Art of Currency Trading - https://amzn.to/3OxvYSh

0:00 - Introduction
0:20 - Key macro trends Brent is watching?
5:50 - People love the FED trade
8:25 - Pullback from Dollar strength and equity weakness?
12:50 - Hot property markets
16:18 - Could debt serving risk become an issue in 2023?
17:20 - Key data points in the US for recession?
21:10 - What historical period does this market remind you of?
27:30 - How are you looking to position yourself?
38:10 - Any trends that aren’t getting enough trend?
41:40 - JPY
44:47 - One message to take away from our conversation?

Brent Donnelly has been trading currencies since 1995 and writing about macro since 2004. He is currently President of Spectra Markets. Brent is the author of Alpha Trader (2021) and The Art of Currency Trading (Wiley, 2019). He writes a widely-read and highly-respected macro and FX daily called AM/FX. Over the course of his career, he has been a market maker, trader, and senior manager at some of the top banks in foreign exchange.

He has extensive experience trading currencies, FX options, stock index futures, NASDAQ stocks, and commodities. Brent is a respected macro thinker with the unique perspective of a senior risk taker. He has been quoted by or featured in the Economist, Real Vision, Epsilon Theory, the Wall Street Journal, Financial Times, Bloomberg, and CNBC.

Before joining Spectra, Brent was a senior FX trader at HSBC, head of G10 Spot Trading at Citi New York and global head of G10 FX Trading at Nomura New York. He was also a portfolio manager at a major hedge fund in Connecticut for three years. He created and wrote a cartoon called ‘‘Daft Planet,’’ which aired on TV in Canada, and he dreams of one day winning the Man Booker Prize.

Brent Donnelly -

Website - http://brentdonnelly.com/
Twitter - https://twitter.com/donnelly_brent?
LinkedIn - https://www.linkedin.com/in/brent-donnelly-98321187/
Spectra - https://www.spectramarkets.com/am-fx/

WTFinance -

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iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
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