The Market Huddle cover image

News Failure (guest: Jason Shapiro)

The Market Huddle

00:00

The Consequences of the Global Economy

The energy space has been ripping, but every other part of the commodity space is dragging its heels. And if the US dollar in any way strengthens, like let's say the euro breaks below 109 and we have the Dixie heading to 104, this is just not going to be the window where commodities are going to get in love because I'm short the euro. "I worry about any time anyone says I'm short in size out loud," Ackman said.

Play episode from 01:58:14
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app