Javier Corominas: Why Being Right at the Wrong Time Can Destroy Your Portfolio

In this episode of The Blunt Dollar, I sit down with Javier Corominas, Chief Investment Strategist at Oxford Economics and former Head of Research at Record Currency Management. Javier brings a rare blend of real money portfolio experience and deep macro strategy, offering sharp insights into how markets truly function beneath the headlines.

We explore what it means to move from managing risk directly to shaping global macro views, how narratives turn into trades, and why the bond market may be entering a structural new regime. Along the way, Javier shares practical lessons from currency management mistakes, explains fiscal dominance in plain English, and breaks down what keeps the US dollar firmly at the center of the global financial system.

Key topics covered in this episode

📉 Painful lessons from currency portfolio management and why position sizing matters more than being right

🧠 How macro strategists turn market narratives into actionable investment frameworks

📊 Why bonds may be entering a new structural regime and what investors should watch closely

🌍 Fiscal dominance explained in simple terms and how rising debt reshapes markets

💡 Career advice for young investors including how passion and risk discipline create long term edge

If you like macro investing, bond market insights and real world portfolio lessons, this one's for you.

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Enjoy the episode!

Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.