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What Does A Dollar Crash Mean For YOU! | Julian Brigden

8 snips
Jul 3, 2025
Guest
Julian Brigden
Julian Brigden, Co-Founder of Macro Intelligence 2 Partners and a veteran in FX markets, dives into the potential collapse of the U.S. dollar. He discusses the repercussions of the "Big Beautiful Bill" on debt and inflation. With predictions of a 20-30% dollar drop, Brigden highlights sector rotations in the equity market and the looming challenges in the bond market. He also explores strategies for hedging against currency exposure and the expected effects of government spending on macroeconomic stability. Tune in for insightful market predictions!
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INSIGHT

Dollar Entering Macro Decline Cycle

  • The US dollar is experiencing a macro-driven decline, starting a typical cycle down from an extremely high valuation.
  • Historically, dollar declines average 40-50%, with current trends indicating about 10% decline so far.
INSIGHT

Dollar Decline Spurs Market Rotation

  • Dollar decline should help reduce the US current account deficit but is inflationary and causes sector rotation in equity markets.
  • Investors should expect tech and consumer sectors to underperform, while mining, metals, and energy sectors may outperform.
ADVICE

Hedge Currency Risk Strategically

  • To manage currency risk, investors can hedge their US asset exposure through currency hedging strategies.
  • Increasing overseas investments or holding domestic assets like mining stocks effectively hedges against dollar weakness.
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