Episode notes
“The dollar endgame is still in play, but it’s going to play out much differently than most people think.”
Peruvian Bull, is a macro analyst and the author of Dollar Endgame.
In this interview, we discuss why the collapse of the dollar is unlikely to play out the way most people expect, why the dollar remains so dominant despite America’s worsening debt problem, and why Japan may be the clearest warning signal for what comes next.
We get into the eurodollar system, stablecoins, treasury demand, the yen carry trade, QE, yield curve control, zombie companies, and the ways central banks continue to create new tools to kick the can down the road.
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