Tech Stock Rotation Bad For US Dollar? Yields Going Higher! Stanley Druckenmiller Interview Reaction

In this video we watch the interview with Stanley Druckenmiller and react to what he says along the course of the video.

This was the video where he said he thought the United States Dollar was likely going to lose world reserve status and referred to a rotation out of tech stocks being a headwind to the dollar.

We tie it all back to our thesis and going over a lot of data regarding fixed income and yields, inflation, China, trade deficits, Bitcoin & cryptocurrency, and more.

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As always, stay one move ahead and have a great day!

Our Chapters Are Listed Below:

0:00 Intro
0:52 Describing The Video
3:22 Reaction To Stanley Druckenmiller Interview
33:28 Trade Deficit
35:20 Eurodollar Market
41:16 Foreign Direct Investment - China & Real Estate
43:56 Foreign Direct Investment - US Equities
45:29 Foreign Direct Investment - Overview
48:40 Rotation Out Of Treasuries - Small Scale Perspective
49:16 Rotation Out Of Treasuries - Large Scale Perspective
51:01 Foreigner's Share Of Corporate Equity Market
51:58 Yields & Tech Stocks Negative Correlation
54:10 US02Y Chart
56:56 Foreign Direct Investment Into China
1:01:25 M2 Chart & Government Spending Problem
1:02:28 G7 Inflation
1:03:41 Our Thesis
1:07:06 Introducing A New Member To Our Team