Why The Dollar Won’t Drop To Zero

Last week we talked about several events that have been taking place outside ofthe United States specifically a report that was issued by Christina Lagarde.Yesterday we got additional confirmation from Christine Lagarde and we also gotit from Ray Dalio the gentleman’s head of Bridgewater &Associates talking about the US economy and a global staggering economyworldwide.…

The U.S. Dollar is the World’s Reserve Currency. If That Changes Will it Hurt U.S. Companies?

Alison Southwick: The next question comes from Harpreet.“I have a question about how stock prices of U.S. tech companies [especially the FANG stocks]might get impacted in the scenario of the U.S. dollar weakening and losing itsreserve currency status. Do you think this is possible?”Buck Hartzell: The short answer is anything is possible, but I think…

🔴 Will a Currency Crisis Bring Down China? (w/ Kyle Bass & Raoul Pal)

RAOUL PAL: Kyle, fantastic to have you back again.It’s been a while.End of last year, you created quite a sensation with a series of interviews.started with Grant interviewing you about your views on China and some other views.That led us into a series of interviews that were sensational, I think, to say the least.KYLE BASS:…

🔴 How the Fed Paved the Way to Trump (w/ David Stockman)

DAVID STOCKMAN: The Fed, led by Bernanke, increased its balance sheet by 1 and 1/2 timesmore than had occurred during the first 94 years of the Fed’s operation.13 weeks, 150% of what it taken 94 years to create.The balance sheet of the Fed was $500 billion at the turn of the century.It had taken roughly…

Trading Copper and Gold in a Recession (w/ Peter Boockvar) | Stock Trade Ideas

OhWelcome to trade ideasI’m Jake Merle sitting down Peter book bar CIO of Bleakley advisory group and editor of the book reportPeter great to have you back on the show. Thanks. Jake always good to be hereSo we’ve got a lot going on in markets right now if there’s 16 trillion dollars worth of negative…

🔴The Keys to Understanding Macro Risk (w/ Keith McCullough & Raoul Pal) | Real Vision Classics

KEITH MCCULLOUGH: I just fundamentally couldn’tunderstand why people weren’t applying a repeatable processfrom a macro perspective to signal, what is the dollarimpact going to be– again, to usean example– what is the dollar impact goingto be on Nike’s quarter?What is the global growth rate deceleratinggoing to do to Nike’s European business?So it was just the…

Weaponizing The Dollar (w/ Luke Gromen and Brent Johnson)

When you talk about weaponizing the dollar, are you just talking about them allowing itto strengthen?They’re going to make it a more attractive currency through interest rates?They’re just not allow it to strengthen without stepping in?In this case, yes.The biggest threat to my expected pathway is the weaponization of the dollar with extremeprejudice.In other words,…

🔴 How Chinese Currency Devaluation May Trigger a Global Financial Crisis? | Recession Watch

Russell welcome back again to real vision great to have you on thanks having me we’re talking aboutChina within the context of recession because we’re in recession weekNow you’ve been looking at China for a long time. You’ve been looking at a slowdown in China for a long timeCould you put it in context how…

🔴 Oil vs. the Yield Curve (w/ Nick Colas)

Welcome to trade ideas. I’m altruism are here with Nikolas co-founder a data check research Nick. Thanks for joining us today. Absolutelyso today as we’re recording this around midday SP up about 1% seems to be a prettyGood day for the marketsWhat as you look at these moves, you know today but over the past…

🔴 A Recession Bet – Interest Rates Going to Zero | Recession Watch

I’m Alex kerkovich the founder and CEO ofHunter investments andI’m delighted to have as our guest today John Burbank the founder of passport CapitalHe found a passport capital, I believe in the year 2000. Mm-hmmand it’s been very successful and very well known in the notes during the times leading up to the financial crisis,…