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E110: 2023 Bestie Predictions!
All-In with Chamath, Jason, Sacks & Friedberg
Is the US Dollar a Global Currency?
The US dollar coming out of 2023 starts to trade more like a risk asset and less like a risk-free asset. I think that that's my big contrarian bet is that maybe this year marks the beginning of the end of the US dollar as the global de facto reserve currency. We said that your contrarian bet, the legion of dictators, the MBSs, et cetera, they become they form a new global currency. Maybe this is the year we start to see that shift. Once again, I take the exact opposite of your contrarian belief.
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