{"podcast":{"title":"The Investment Perspective, with Ninety One","slug":"the-investment-perspective-with-ninety-one-7065967","podcast_index_feed_id":7065967,"rss_url":"https://feeds.acast.com/public/shows/6704f63a835696b02f258dd3","website_url":"http://www.ninetyone.com","image_url":"https://assets.pippa.io/shows/6704f63a835696b02f258dd3/1729234066562-7bff2f09-4614-4f18-abdc-1ee1fdcfb86f.jpeg","author":"Ninety One","episode_count":97,"summary":"Discover the latest local and global investment and industry insights from the only global asset manager rooted in South Africa. At Ninety One, our global reach becomes your investment edge. Tune in, subscribe, and unlock expert perspectives with every new episode. Ninety One is an authorised financial services provider. Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":"2026-07-31T02:17:33.154263+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967"},"episode":{"title":"#65 Dollar down: Halfway there or just getting started?","slug":"65-dollar-down-halfway-there-or-just-getting-started","published_at":"2026-02-06T11:43:36+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/65-dollar-down-halfway-there-or-just-getting-started","show_page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/65","audio_url":"https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/6985cf7ed4e01f1069bbca57/media.mp3","summary":"The dollar’s weakness is no longer a contrarian call; it’s becoming the base case. But what’s driving its persistence, and what would finally confirm a full-blown dollar bear cycle? Sahil Mahtani revisits the forces behind the “sell America” trade, the limits of Fed leadership changes, and the signals investors are watching for the next leg lower. Hosted on Acast. See acast.com/privacy for more information.","meta_description":"The dollar’s weakness is no longer a contrarian call; it’s becoming the base case. But what’s driving its persistence, and what would finally confirm…","key_points":[],"chapters":[],"topics":[],"duration_seconds":628,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/65-dollar-down-halfway-there-or-just-getting-started/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/65-dollar-down-halfway-there-or-just-getting-started.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}