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 teacher's biggest conviction regarding the dollar?

What does the teacher predict about the performance of non-US assets?

What are the teacher's thoughts on the future price of gold?

What does the teacher say about shorting oil at the current time?

What scenario does the teacher believe is not priced into the market?