Feb 21, 2025
Dan Rasmussen of Verdad Capital joins the podcast to discuss
the dwindling prospects for AI stocks and why investors might want
to look outside the US for better returns.
This podcast episode was released to premium subscribers
on Monday, Feb. 17, 2025 without ads or announcements. For more
information about premium...
Feb 13, 2025
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.
Content Highlights
- Markets have grown accustomed to US dollar dominance and with it a surge...