Brexit: How to Play the Euro and Pound

The transcript discusses market strategies for protection, focusing on the euro's potential performance and its current account surplus. It highlights currency market positioning, particularly the yen's strength, and the risks associated with commodity exporter currencies. The discussion also covers the dollar's strength and the Federal Reserve's position, considering the impact of Brexit and potential US recession.

In what ways might the U.S. economy's proximity to recession affect currency markets?

What potential outcomes could arise from Brexit regarding the euro and pound?