What has caused the U.S. dollar's currency exchange rate to be the strongest in twenty years? How a strong dollar leads to slower global economic growth and falling asset prices. Topics covered include: Why a strong dollar is a no-win situation for the rest of the world Why have inflation and interest rates increased Why recession risks are rising as central banks combat inflation Why asset prices fall when interest rates rise What would cause the U.S. dollar to weaken … [Read more...]
324 Plus: Currencies, Bond Convexity, and Support Levels
In Plus episode 324, we discuss a new investor's question on how the currency can impact an investment's return. We explore bond duration and convexity and why the duration for bonds increases as interest rates fall. Finally, we consider support and resistance levels for stocks and whether they have any merit. … [Read more...]
322: Why Currency Exchange Rates Matter
How a nation's balance of payments impacts its currency exchange rate as evidenced by Turkey and other countries. Topics covered include: What is a nation's balance of payments, its current account, and its capital account How an individual's personal financial flows are similar to those of a country What is causing the currency crisis in Turkey and Lebanon Why gold imports have increased by 150% in Turkey What is the Triffin dilemma or paradox and does as how does it … [Read more...]
300: Ray Dalio and the Changing World Order
What are the forces that lead to the rise and fall of nations. Why does the U.S. appear to be in decline and what investors can do to prepare. Photo by TechCrunch (CC BY 2.0) Text and overlay added. Topics covered include: An overview of Ray Dalio and Bridgewater Associates' investment process Why human productivity is the most powerful force for creating wealth. Additional forces that contribute to nations increasing in power and wealth. Why being the reserve currency is an … [Read more...]
134: It’s Just Money
Why we should be indifferent toward money and what are the risks of a dollar shortage. In this episode you'll learn: How prevalent is the use of the dollar globally. What causes a U.S. dollar shortage and what are the ramifications. How money is like a river. Why it is important to be indifferent toward money and not put it on a pedestal. Show Notes Sweden's Riksbank eyes digital currency - Financial Times India Scraps 500 and 1,000 Rupee Bank Notes Overnight - … [Read more...]
