Former Cantor CEO Says Dollar Has Peaked, Sees Value in Emerging Markets

The video discusses the potential hindrance of a strong dollar on profits and stocks, suggesting the dollar has peaked and may decline. It highlights the bond market's rally due to attractive yields, but warns of negative real returns when currency is hedged. The video also explores the implications of a falling dollar on market fear and the potential value in emerging markets, particularly in relation to commodities like oil.

What potential impact does the dollar's performance have on higher profits and stocks?

How does the bond market's rally relate to the yield on the 10-year bond?

What are the implications of hedging out currency risk for investors?

In what ways might a falling dollar influence the emerging markets?

What factors should be considered when evaluating the commodity basis in emerging markets?