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Progressing Through The Credit Tightening Cycle | Julian Brigden

Inflection Point

00:00

Permissionless: The Cultural Event of the Year

The US dollar is in a bubble-like state, and it's going to take an enormous amount of friction to get from there. As the money sucked into the U.S., it goes into equities, makes the US equity market even more attractive. We've seen this before with Nikai Asset Management during its '90s asset price boom. The underlying currency trend is really positive; we're just not sure how long that will last.

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