Crash or Boom? The Dollar in an Increasingly Multipolar World
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- Опубликовано: 1 окт 2024
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Understanding where the dollar goes from here is a critical piece of the puzzle.
In the fourth installment of our Crash or Boom series, New York Times bestselling author Larry McDonald, founder of The Bear Traps Report, is joined by Luke Gromen, founder and president of Forest for the Trees, to discuss how to think about the U.S. dollar in today’s environment. They analyze how the dollar drives monetary policy, the commodity cycle, and financial repression in this era of fiscal dominance and multipolarity. Recorded on September 11, 2023.
To find more of Larry’s work, visit: www.thebeartra...
Larry has also provided some supplementary charts, which you can view here: rvtv.io/3LiElQX
CHAPTERS
1 A Multipolar World, Dollar Weaponization, and Global Energy Consumption 01:41
2 Hard Assets vs Financial Assets 02:16
3 How Will Fiscal and Monetary Policy Now Affect the U.S. Budget? 0:23:54
4 Has a Recession Been Delayed Because of Fiscal Dominance? 0:35:00
5 Luke's Thoughts on Financial Repression 0:45:17
6 The U.S. as the Cleanest Dirty Shirt 0:56:28
7 Final Thoughts 01:08:53
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CHAPTERS
1 Recapping Part 1 Of Our 'Crash or Boom?' Series 00:09
2 The Plot Thickens For The US 01:06
3 Sweden: The Canary In The Coal Mine For Global Macro 09:59
4 Mikael's thoughts on China 0:16:20
5 Is Fed Hiking Rates Again Next Week? 0:23:18
6 Equities Or Bonds? 0:32:59
7 Fiscal And Monetary Tools To Fight A Coming Recession 0:39:05
8 Viewer Questions 0:45:07
L
This was a fantastic interview. Hats off to both Larry and Luke for bringing the energy 😊😊
Thanks for watching!
Groman spitting fire now. He lost the script last year but he’s back.
His narrative is always contextual. Because prob too much to go from A to Z in one hearing
money is the best form of slavery
Known of Luke Gromen for awhile but didn't didn't realize he was this good. Very very nice interview
Thanks for watching!
Wouldn’t they just tax a successful ! 🎉commodity’s portfolio at a 🤔 90% ? 🤷♂️ 🙁
Anyone remember the "greatest wealth transfer in history" line? Boomers like "here's what's left of my devalued bond book. Enjoy"
The Plandemic was abs ridiculous attempt for de-coupling and replacing w Climate economy. In an attempt to block the buyer of Iranian&oil
Luke 🔥🔥🔥🔥Amazing Thank you very much 💪
Thanks for watching!
Traditional finance... Bye bye!!!
Not interested in to touch it even with very very long stick....
Most American thing to say: "My wifes TRUCK..." ;-)
😂
Why is the interviewer shilling his book at the beginning of this interview? So rude and wrong. Poor Luke has to listen to it.
people will barter and trade and not use dollars or digital
inflation duh
its easy to summarize but Luke is too shy. Oh shy shy- too shy . $240 trillion of fiat fake assets should really be GOLD. Which means 5 oz gold for avg home
What year?😊
Luke Gromen understands the real issues, and is not affected by fog of Ukraine war and similar things, and its real objectives.
He also hinted in one interview how covid was what could have rescued US from hard fall, fall is unavoidable.
Deep down he is a spiritual man, who knows what matters most in life, and he tells it ... family, love , gold. Karma (duty).
In one interview he tells, most of the life is about flexibility , just showing up, and doing. Rest falls in place.
What krishna says in Gita, just do your duty leave rest to me.
All things what sanatan dharma advocates.
HIs words are coming from deep spiritual consciousness.
In his interview also shows how one life concept of abrahmic religions drives choices not conducive to sustenance of life on earth. Abrahmic thought promotes consumption as much as possible, as its just one life belief. Its now or never mentaility.
Where as, every thing in reality is cyclic, including life and births.
Just in case the link got deleted, here it is again. Sorry for the confusion.
Industrial capacity is just as important as the underlying commodity.
Yuh yuh🤘🏼
Wow amazing analysis
Excellent report 👍👍👍👍👍
Larry, go and get yourself a burger
❤
BTC fixes this
Lukes* perspective is fascinating.
Thanks a mill boys🙏🏻
Luke’s take seems absolutely brilliant
Phenomenal conversation!
Thanks for watching!
Luke 'Nails' it! 👏🏻👏🏻👏🏻
🙏🌍✌🏼
F*ing genius 🫡
Thanks for watching!
Excellent report 💯
Luke makes sense
Let's go :-)
Thanks for watching!
I’ll bet Luke 10k that over the next 5 years the s&p 500 with 60/40 mix outperforms his strategy.
Great Interview .