{"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":"#91 The dollar's reversal: from debasement fears to strength","slug":"91-the-dollar-s-reversal-from-debasement-fears-to-strength","published_at":"2026-06-30T10:06:52+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/91-the-dollar-s-reversal-from-debasement-fears-to-strength","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/91","audio_url":"https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/6a42749471668e3706087a08/media.mp3","summary":"After widespread expectations in 2025 of a structural dollar bear market, conditions appear to have shifted in 2026. The greenback's status as the world's reserve currency has strengthened over the past year, with the Dollar Index recording a modest, though not significant, gain. But is it simply a case of safe-haven buying at the outset of the conflict with Iran, combined with the prospect of higher inflation supporting tighter US monetary policy? Portfolio Manager Jason Borbora-Sheen examines the range of factors currently influencing the US dollar, including the stance and potential actions of a US Federal Reserve under the stewardship of a new Chair. Hosted on Acast. See acast.com/privacy for more information.","meta_description":"After widespread expectations in 2025 of a structural dollar bear market, conditions appear to have shifted in 2026. The greenback's status as the world's…","key_points":[],"chapters":[],"topics":[],"duration_seconds":514,"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/91-the-dollar-s-reversal-from-debasement-fears-to-strength/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-7065967/91-the-dollar-s-reversal-from-debasement-fears-to-strength.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}