Euro
6 statements across 5 episodes · 3 bullish · 2 bearish · 5 people on the record · first statement Oct 7, 2019 by Jonathan Tepper · said 7 times in 5 episodes since 2018 · across every show →
Mentions by year
brought up most by Scott Bessent (2), Marko Papic (2), Reade Griffith (1), Matt Breitfelder (1), Anthony Scaramucci (1)
tap a year for its mentions
2024 2 mentions in 1 episode
2023 1 mention in 1 episode
2022 1 mention in 1 episode
2020 2 mentions in 1 episode
2018 1 mention in 1 episode
Everything said about Euro, oldest first
Oct 7, 2019 negative
Tepper: Single Currency and Monetary Policy Cannot Work for Europe
“And I thought the Euro was an incredibly stupid idea because, you know, I was looking at the correlation of employment shocks with Netherlands and Germany and Spain and Germany, and the sort of core periphery issues quite were already evident then, and it was …”
Oct 26, 2020 bullish
Oct 26, 2020
Papic: Germany Bailed Out Greece to Prevent a Crippling Deutschmark Appreciation
“Say Germany during the Euro area crisis, highly expert reliant economy. If they had abandoned the Euro, the Deutschmark two point O would have appreciated 20, 3040, 50, 60%, and then bye-bye Germany. So hell yes, they're going to pay for Greek debt, like high …”
Mar 10, 2022 bearish
Western sanctions will not trigger massive inflows into the Chinese renminbi
“So I don't think there's any immediate Re-appraisal of the REM NIMBY as a global reserve asset, and we start to see colossal flows into it, or should I say accelerated inflows out of dollars and euros into REM NIMBY. I'm not convinced.”
Nov 28, 2022 bullish
Textron Pension Holds 5% Levered Long US Dollar Position
“A really easy place to fall back that we have consistently is we just remain overweight U.S. Dollar. We have a standing long dollar with a short versus yen, Aussie, and Euro, and it's a positive carry. We do it unfunded, so it's levered. It's a five percent po…”