Bond Guru Jeff Gundlach on His Faith in the US Dollar and His Lack of Faith in Amazon's Valuation

Author's Avatar
Dec 02, 2013
Gundlach thinks that understanding all asset classes helps him manage his bond portfolio.

He thinks that the U.S. dollar may be weak in the near term but that it will go much, much higher down the road.

His investing approach involves looking for irrational exuberance in various asset classes.

He is absolutely perplexed with the Amazon (AMZN, Financial) valuation and how long investors are willing to wait for the company to finally make some money.