Unique Euro Trade

Published on
September 5th, 2018
9 minutes

Unique Euro Trade

Trade Ideas ·
Featuring Jens Nordvig

Published on: September 5th, 2018 • Duration: 9 minutes

Jens Nordvig, founder and CEO of Exante Data, explains his unique play on the euro and why he sees emerging market troubles leading to euro strength, rather than weakness. He discusses how he is using emerging market currencies to hedge his dollar risk in this interview with Justine Underhill. Filmed on August 30, 2018.


  • DR
    David R.
    5 September 2018 @ 21:53
    Suggest that another KEY point to watch is that the ECB is trapped and cannot stop its QE as planned. Won't happen! Watch the sovereign bond market in Europe. For example, lately when the ECB wasn't active there were literally ZERO bids in BTP and numerous Eurozone gov't bonds. So there is ZERO chance the ECB can ever escape its bond buying. Draghi is trapped and just wants to get the heck out before it blows up there. Europe will be the greatest economic failure in human history; read up more with Armstrong at Princeton Economics. (Sure the eur/usd will rise temporarily as I wrote weeks ago, but that was a near-term technical trade per my charts, not an investment position, as EUR and Europe is setting up for the crash/short of a lifetime). Also, it's no secret that the European banking system is totally insolvent many time over, by far the worst of any major region in the world.
    • CT
      Christopher T.
      10 September 2018 @ 03:50
      Are you bullish the dollar on a 12 month time frame?
  • PV
    Patrick V.
    5 September 2018 @ 17:56
    If the EURUSD goes up it would be interesting to figure out what EURCHF will do. The Swiss National Bank might try and mimick the EURUSD move but then if the EUR goes up for all the wrong reasons (safety move) the EURCHF could still go down, since the CHF is safer than the EUR. Wait and see...
  • bs
    bernard s.
    5 September 2018 @ 16:42
    Fantastic insight from Jens! Please try to have him make more videos!!! Very helpful.