nice chat. if this is indeed the beginning of a global tightening regime (i doubt it) it will be a fun time as an active participant as long as one has an open mind.
i'm ultra excited for the opportunity in front of us & my view has been that the dollar is the most undesired asset class over the last few years & continues to be. no surprise its been outperforming for a while :)
i'm ultra excited for the opportunity in front of us & my view has been that the dollar is the most undesired asset class over the last few years & continues to be. no surprise its been outperforming for a while :)
take care.