Rising Dollar and Unusual Ice Cream

Published on
June 28th, 2018
Topic
Macro, US Dollar, ETF, Globalization
Duration
25 minutes
Asset class
Equities

Rising Dollar and Unusual Ice Cream

The Knock-On Effect ·
Featuring Alex Rosenberg. Justine Underhill, Roger Hirst and Jake Merl

Published on: June 28th, 2018 • Duration: 25 minutes • Asset Class: Equities • Topic: Macro, US Dollar, ETF, Globalization

Why will a rising dollar lead to a proliferation of ice cream flavors that go far beyond vanilla? Justine, Roger and Alex discuss. Plus, Jake Merl explains why the “smart money index” has some investors worried. Filmed on June 25, 2018.

Comments

  • FS
    Frank S.
    12 July 2018 @ 17:02
    Nice to see how this format is "coming together" vs. initial forays. Also, a nice change-of-pace after watching (and very much enjoying) Raoul and company's intensive Macro review, released yesterday.
  • ev
    ernie v.
    12 July 2018 @ 01:37
    I would like to suggest a knock effect. What affects the lengths of a women's skirt. Very interesting study. It will be very popular.
  • SO
    Sloane O.
    3 July 2018 @ 11:28
    "it could be deciduous" -- priceless.
  • LT
    Lucas T.
    29 June 2018 @ 23:57
    A vulva? Yeah E-v-o-l-v-a Ohhhh Alex
  • SC
    Sajad C.
    29 June 2018 @ 19:07
    Entertaining and informative. Look forward to the next segment. Knock on effect of the dollar Rally, one unusual example. Smart Money will start outperforming not so smart money when the markets become choppy!!!
  • CB
    C B.
    28 June 2018 @ 22:40
    Yes! Best episode yet. Very good use of charts, guest segment well executed, dollar topic well timed. Great improvement. Alex, keep reading and learning. Justine = Focused. Jakey Baby! Bring em back!
  • PU
    Peter U.
    28 June 2018 @ 20:31
    I like these folks, but I feel that I am watching some weird speed dating event!
    • CB
      C B.
      28 June 2018 @ 22:43
      Alex wishes! Just kidding Alex. Love you brother!
  • H
    Hans .
    28 June 2018 @ 20:11
    Missing how we could make a trade out of it but interesting to learn
  • SJ
    Stefan J.
    28 June 2018 @ 12:09
    I really enjoyed this episode as it draws parallels to the Sri Lankan Cinnamon industry which supplies the world with about 80% of its demand. Thanks
  • SS
    Steve S.
    28 June 2018 @ 11:14
    Constructive feedback - Please give Jake a chance and have him replace Alex to see how it goes.
    • SS
      Steve S.
      28 June 2018 @ 11:24
      or replace Alex with Brian Price. He does a great job on trade ideas.
    • KW
      Ken W.
      28 June 2018 @ 18:14
      Agree. Feels like we’re watching a failed date with Alex’s awkwardness. The series would be better to watch even without a second host. Justine could just wear headphones and talk to a framed picture each week
    • VC
      Vince C.
      28 June 2018 @ 19:12
      Simply checked in on comments for this (was put off from the "Knock on Effect" couple episodes ago). I will simply leave this hear independent of reference to any specific individual: If one prioritises expression over content in finance, you will eventually be robbed of your money. And by all means, keep doing so - for it is a necessity in the reallocation of capital from dumb to smart hands.

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