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: Show Notes Wall St blames missteps at FedEx as parcel service fails to deliver Steff Chávez and Andrew Edgecliffe-Johnson—Financial Times The Global Dollar Cycle by Maurice Obstfeld and Haonan Zhou, BPEA Conference Drafts, September 8–9, 2022—Brookings Papers on Economic … [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. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn … [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: Show Notes Will Turkey’s new economic officials win over investors?—The Economist As the lira slides, what will Turkey’s central bank do?—The Economist A row between Turkey and Greece over gas is raising tension in the eastern Mediterranean—The Economist Turkey is wielding influence all over the Arab world—The Economist Turkey’s … [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. Topics covered include: < Show Notes The Changing World Order: Where We Are and Where We're Going—Ray Dalio Episode Sponsors LinkedIn Learning Related Episodes 142: Why Are Some Countries Wealthier Than Others? 224: Mastering The Market Cycle 231: What Determines How Much You Make 260: Is This Why Interest Rates … [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: Show Notes Sweden's Riksbank eyes digital currency - Financial Times India Scraps 500 and 1,000 Rupee Bank Notes Overnight - BBC India banks overwhelmed after rupee withdrawal - Financial Times Zimbabwe's Currency Hail Mary - Foreign Policy Worldwide Currency Usage and Trends - SWIFT Global dollar credit: Links to U.S. monetary policy and leverage - … [Read more...]
