Investing in Opportunities
Investors are encouraged to focus on companies that generate a larger share of their revenues domestically, especially as opportunities arise from a strong dollar. With travel expected to increase post-COVID, sectors like commercial jet manufacturing—specifically Boeing and Airbus—present potential for investment. The conversation highlights the importance of timing and the advantages of capitalizing on foreign assets when the dollar is strong.In this clip
From this podcast

The Prof G Pod with Scott Galloway
Prof G Markets: U.S. Equity Market, Strong Dollar, and Semiconductors
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