Gundlach’s 2020 Conviction Calls

The video discusses a financial expert's views on a weakening dollar, predicting a steepening yield curve leading to capital outflow from the US. Non-US assets, particularly emerging markets, are expected to outperform. The expert is bullish on gold and Bitcoin, forecasting Bitcoin to rise above $15,000. He advises against shorting oil due to potential risks not yet priced into the market, such as oil refinery attacks.

What is the speaker's main conviction regarding the US dollar?

• It will fluctuate unpredictably.

• It will strengthen significantly.

• It will remain stable.

• It will weaken.

According to the speaker, which type of assets are expected to outperform due to the weakening dollar?

• Cryptocurrency assets

• Real estate assets

• Non-US assets like emerging markets

• US-based assets

What is the speaker's long-term outlook on gold?

• It will become obsolete.

• It will decline in value.

• It will perform well.

• It will remain unchanged.

What price does the speaker predict Bitcoin will surpass?

• $12,000

• $10,000

• $20,000

• $15,000

Why does the speaker advise against shorting oil?

• Oil prices are expected to drop.

• The market has already priced in all risks.

• There is a potential risk of an oil refinery attack.

• Oil demand is decreasing.