{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"ITPM Flash Ep95 The Silent Killer $USD","description":"  ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!  &amp;nbsp;   In this episode of ITPM Flash, Jason McDonald  takes a deep dive into the US dollar, current FX positioning, and the macro forces  that could drive a rotation in risk assets.  &amp;nbsp;   Jason walks through multi-year charts of the trade-weighted dollar, investor positioning, and the key rate differentials that drive FX markets. He then connects the macro outlook directly to equity risk assets, explaining which companies benefit  from a strong dollar ($HD, $TJX, $DG) and which companies face headwinds  ($MCD, $AAPL, $MSFT). He also presents a high-conviction rotation idea: long $IWM \/ short $QQQ  via call and put spreads, taking advantage of decade-low relative valuations in small\u2013mid caps and stretched pricing in mega-cap tech. ","author_name":"ITPM Podcast","author_url":"https:\/\/www.itpm.com","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/39057775\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/39057775"}