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Podcast: Inflection Point
Episode: The U.S. Dollar Is Overvalued
Description: Jens Nordvig, founder of Exante Data and Marketreader Inc., returns to Forward Guidance to provide a quantitative update on currency and bond markets. Jens makes the case that interest rates all across the yield curve are likely headed lower as the Federal Reserve’s last hike is in the rearview mirror, and he argues that the U.S. dollar could depreciate against “risk-off” currencies such as the Swiss Franc, Japanese Yen, and even gold. Filmed on November 22, 2023.--Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/d...