Rohit Goel of Breakout Capital joins the podcast to discuss his view that the boom in the US dollar (and in US dollar-denominated assets) will soon give way, to be replaced by a long-awaited bullish cycle in emerging markets.
This episode was recorded Friday, Feb. 7, 2025, and is being made available to premium subscribers exclusively at this time. Free subscribers can enjoy the short teaser clip attached to this post.
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