Profiting From a Weak Dollar
Profiting From a Weak Dollar
Profiting from a Weak Dollar is something to keep in mind as the financial markets progress.
Oscar G. Salem from BCM Partners makes the case again for the US Dollar to weaken, especially against commodity currencies. He notes today that inflation is now “unanchored” and this will favor the commodity currencies like the Australian Dollar moving forward.
He also discusses his last position in the US Dollar and talks about recent short JPY exposure, and how risk management is key in this environment for portfolio managers like him.
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Founder, Managing Partner
BCM Partners, LLC
https://biscuitcapital.com/bcm-partners/
20220324
