Why a Strong Dollar Harms Foreign Exports

This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm 

Jon Turek of JST Advisors explains why he thinks a decline in U.S. interest rates will make dollar hedging more attractive to foreign owners of U.S. assets. He makes the case for steeper yield curves around the world, reviews the situation in China, and shares his thoughts on the wild bull market in gold. Recorded on October 16, 2025.

Follow Jonathan Turek on Twitter https://x.com/jturek18

Follow Jack Farley on Twitter https://x.com/JackFarley96 

Follow Monetary Matters on: 

Apple Podcast https://rb.gy/s5qfyh 

Spotify https://rb.gy/x56dx5 

YouTube https://rb.gy/dpwxez