In this episode, Stig Brodersen welcomes back one of the most insightful voices in global macroeconomics, Lyn Alden. In this wide-ranging conversation, they explore the shifting landscape of the U.S. dollar and its role in a rapidly changing world.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:11 - Whether we’re moving from a US dollar system to a three-polar currency system

09:14 - The relationship between the fiscal deficit and the US dollar

18:51 - Why the US dollar may not go back to the strength it had in 2022 any time soon

22:23 - How to use US dollar sanctions (if at all) to achieve your goals

37:01 - Whether the US effectively implements capital controls

41:55 - What would happen if the Fed lost its independence

50:16 - Can the fiscal budget effectively balance?

57:18 - How to think about investing in high-quality equity investing in an era of fiscal dominance

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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