dollar

also referred to as: dollars

6 statements across 6 episodes · 3 bullish · 1 bearish · 6 people on the record · first statement Apr 13, 2020 by Sandra Robertson · across every show →

Everything said about dollar, oldest first

Apr 13, 2020
Insight
Robertson: Sterling investors should not hedge dollar exposure in stress periods
“What you have to understand for a sterling investor in times of stress, it's good to own dollars. It's not good to hedge your currency because a big cash drain.”
Sandra Robertson Apr 13, 2020 ▶ 14:44 Sandra Robertson – Oxford's Queen of Endowment Management (Capital Allocators, EP.130)
Oct 26, 2020 bullish
Opinion
Papic: Bullish on the euro and gold amid dollar weakness
“I am bullish the euro. I think that if you are bearish on the dollar for the next decade, you gotta be bullish on something. There's obviously gold, which I would be bullish on, but I think the euro is interesting.”
Marko Papic Oct 26, 2020 ▶ 39:43 Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
Dec 16, 2021 negative
Insight
Being categorized as an impact fund drastically shrinks LP capital allocations
“Just from what we've seen from fundraising, once you get grouped into an impact bucket, usually their magnitude smaller than the main buckets. And so I think it changes how many dollars you get allocated.”
Henri-Pierre Jacques Dec 16, 2021 ▶ 23:57 Jarrid Tingle and Henri Pierre-Jacques – Harlem Capital (Manager Meetings, EP.24)
Apr 15, 2024 positive
Opinion
Dixon: Policymakers fighting stablecoins hurt US dollar adoption
“It's frustrating that some policymakers are trying to fight against stable coins when it seems pretty clear that, that popularizing the dollar should be in our interest.”
Chris Dixon Apr 15, 2024 ▶ 37:33 Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
Apr 28, 2025 positive
Assertion Supported
Bitar: All Venezuelan asset pricing has become effectively dollarized
“Within the scope of a year until today, in fact, all of the pricing of all of the assets is dollarized. They may not be listed in dollars, but the underlying amount for pricing everything is in dollars.”
Rodrigo Bitar Apr 28, 2025 ▶ 25:05 Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)
Sep 22, 2025 neutral
Disclosure
Wagner: Finepoint hedges all non-dollar exposures back to US dollars
“Since we're fundamental investors, we hedge currency, commodity, and interest rates at the investment level. So for example, we hedge the yen. We don't have a view on the yen dollar. We think about ourselves as being dollar investors. So we hedge anything that…”
Herb Wagner Sep 22, 2025 ▶ 52:19 Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
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