Rising Dollar and Unusual Ice Cream

Featuring Alex Rosenberg. Justine Underhill, Roger Hirst and Jake Merl

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.

Published on
28 June, 2018
Topic
US Dollar, Macro, ETF, Globalization
Duration
25 minutes
Asset class
Equities
Rating
19

Comments

  • FS

    Frank S.

    12 7 2018 17:02

    0       0

    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 7 2018 01:37

    0       0

    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 7 2018 11:28

    1       0

    "it could be deciduous" -- priceless.

  • LT

    Lucas T.

    29 6 2018 23:57

    2       0

    A vulva?

    Yeah E-v-o-l-v-a

    Ohhhh Alex

  • SC

    Sajad C.

    29 6 2018 19:07

    2       0

    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 6 2018 22:40

    1       0

    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 6 2018 20:31

    4       0

    I like these folks, but I feel that I am watching some weird speed dating event!

    • CB

      C B.

      28 6 2018 22:43

      2       0

      Alex wishes! Just kidding Alex. Love you brother!

  • H

    Hans .

    28 6 2018 20:11

    1       0

    Missing how we could make a trade out of it but interesting to learn

  • SJ

    Stefan J.

    28 6 2018 12:09

    3       0

    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

  • KJ

    Kulbir J.

    28 6 2018 11:14

    6       1

    Constructive feedback - Please give Jake a chance and have him replace Alex to see how it goes.

    • KJ

      Kulbir J.

      28 6 2018 11:24

      6       0

      or replace Alex with Brian Price. He does a great job on trade ideas.

    • KW

      Ken W.

      28 6 2018 18:14

      7       2

      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 6 2018 19:12

      2       0

      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.