I don’t know how much clearer I could have been in the latest roundup. 1) the price of oil doubled in a week and the Hormuz closure is 100x works for European and Asian markets. Therefore as long as it continues I expect weakness in their currencies and economy 2) vs the US who is largely energy independent and the global reserve currency so when global strain hits people fly into USD. That plus energy independence makes me think US will fare better than most and so the currency will hold up the best. 3) I don’t platform anyone and look to showcase a diversity of opinions and when I’m interviewing I try to steer clear of interjecting my own personal opinions. I’m there to seek truth. In the roundups I will be more a participant that provides my opinion. So YES I changed my mind on a dime because the facts changed on a dime. It would be anchoring bias to prior views and intellectually inconsistent if I stayed with my previous view just to not change my mind. That’s absurd. This is trading, not politics. Changing your mind is a GOOD thing if the facts change. I continue to see people get criticized for changing their views quickly in markets. That makes no sense to me. I’m proud of my ability to flip on a whim and not hold any bias. Thanks

You look at least 65

“you were bearish and now you’re bullish?”