US Dollar Outlook 2026: Strength, Weakness, and What's Driving It
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 15 May 2026
⏱️ 44 minutes
🧾️ Download transcript
Summary
The US dollar is caught between safe haven demand from Iran war fears and selling pressure when peace hopes rise, creating a volatile currency environment. We unpack what dollar swings mean for international investments, commodities, and the average American investor.
Today's Stocks & Topics: Super Micro Computer, Inc. (SMCI), Market Wrap, Tigo Energy, Inc. (TYGO), Genco Shipping & Trading Limited (GNK), Edgewood Growth Fund Retail Class (EGFFX), US Dollar Outlook 2026: Strength, Weakness, and What's Driving It, Janus Henderson AAA CLO ETF (JAAA), iShares 0-3 Month Treasury Bond ETF (SGOV), ServiceNow, Inc. (NOW), Brown & Brown, Inc. (BRO), Intuit Inc. (INTU).
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent Thinking, shared success. |
| 0:17.8 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.2 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:35.4 | Good afternoon, fellow investors, and welcome back to Invest Talk. |
| 0:40.9 | This is our Thursday, May 14th, 2026 edition, and I'm excited to have this hour with you. |
| 0:46.4 | A lot to unpack in today's show. |
| 0:48.1 | Have a wonderful show for you. |
| 0:50.2 | So let's just get right to it. |
| 0:52.3 | We'll answer our first caller question now. |
| 0:57.5 | Hi, Justin and Luke. |
| 0:59.1 | I was interested in purchasing some supermicron computer. |
| 1:04.0 | Simple is FMCI. |
| 1:07.0 | And I'd just like to get your opinion on the stock. |
| 1:10.2 | Thank you. |
| 1:11.9 | Looking at Supermicro, this is a name that's been hot and cold and then hot again over the past few years. |
| 1:18.4 | It was one of those early AI darlings as companies were ramping up their infrastructure spending and they needed more servers |
| 1:28.7 | and all of that. And it hit a peak back in 2024 of well over $100 per share. But then it crashed. |
| 1:39.7 | It hit a low. When was this? 2024, 24, the fall, around $18 per share. |
| 1:46.6 | Now it's at 33, so rallied since then, but it's been a very choppy couple of years. |
| 1:52.8 | They've had issues with accounting, and that to me is always a big red flag. |
| 2:00.0 | And they don't really have an competitive advantage. |
| 2:03.1 | That's why they had a turn to accounting gimmicks to make themselves look better than they really are. |
... |
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