Is The Dollar Done?

The video discusses currency evaluation, focusing on the yen, euro, and pound, and the impact of fundamentals on the dollar. It highlights challenges in the European market due to the energy crisis and war in Ukraine, affecting investment in European equities. The video outlines portfolio strategies, emphasizing cautious equity management and identifying US financials and communications as attractive sectors. It also covers the use of cash and alternative strategies like merger arbitrage. Finally, it evaluates fixed income as a more attractive asset class compared to the previous year.

What are the two areas within US equities that the speaker finds attractive?

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What role does cash play in the speaker's investment strategy?

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How does the speaker assess the current state of fixed income investments?

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