This Is The Setup for a Historic Currency Crash - podcast episode cover

This Is The Setup for a Historic Currency Crash

Jul 08, 202518 minEp. 1129
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Episode description

The world is supposed to be all over the "sell America" trade, so why is it only this one key currency is? The thing is now sticking out like a sore thumb as more and more pile onto "sell America" here without any corroboration at all. Even FX modelers are confused by this insistence. What happens when everyone is on one side of a transaction under false assumptions? It converges. Sometimes violently. 

Eurodollar University's Money & Macro Analysis

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Bloomberg Misfiring Models Leave Wall Street Currency Traders Flying Blind
https://www.bloomberg.com/news/articles/2025-07-07/misfiring-models-leave-wall-street-currency-traders-flying-blind

https://www.eurodollar.university
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