US Dollar Hedging: A Real Risk or Just a Narrative?
Shownotes
To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly).
In this episode, Alf and Brent reflect on the April-2025-like price action which coincided with the tariff threats. Now that the TACO is here, the real question is: will this episode encourage global pension funds to hedge their gigantic USD exposure?