TIP397: The Dollar Milkshake Theory Update w/ Brent Johnson
We Study Billionaires - The Investor’s Podcast Network
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Monetary Policy in Flux
This chapter explores the evolving nature of monetary policy and its effects on global economies, including the rise in EIDL loans and impacts on struggling 'zombie companies.' It examines the potential consequences of rising interest rates on various markets and discusses China's effort to de-dollarize through the digital yuan, highlighting the complexities of transitioning away from the US dollar. The conversation delves into global reserve currency dynamics, investment opportunities amid inflation and deflation, and the geopolitical ramifications of potential monetary resets.
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