Keith Dicker, founder and CIO of IceCap Asset Management, joins Real Vision to give a strategic overview of the U.S. Dollar.
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Featuring Keith Dicker
Sep 10, 2020 • 37 minutes
Keith Dicker, founder and CIO of IceCap Asset Management, joins Real Vision to give a strategic overview of the U.S. Dollar. Dicker breaks down the Eurodollar system to analyze the pressures on non-dollar currencies: negative rates, extreme debt borrowings, and government deficits spiraling out of control. Dicker takes a look at what is in store for the Turkish Lira as well as other emerging market currencies and discusses the fate of the DXY currencies as well. Dicker then provides a guidepost for how investors can position themselves to take advantage of asymmetric opportunities. Filmed on September 8, 2020. For additional charts from Dicker's long dollar fund (which he co-manages with Brent Johnson), click here: http://icecapassetmanagement.com/wp-content/uploads/2020/05/2020.05.21-Special-Presentation-Santiago-IceCap.pdf
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Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.
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