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MI271: The Long Term Debt Cycle & De-Dollarization “Fairytale” Explained w/ Alfonso Peccatiello

The Intrinsic Value Podcast - The Investor’s Podcast Network

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The Macro Compass: A Holistic Approach to Complex Macro Topics

Investors could look to the countries and see if their US liability sides are in fact decreasing substantially over time rather than increasing as you would perhaps expect. There is a database that you can use to track that, and I also talked about it in the macro education series. The other thing is, yeah, if Brazil starts issuing renminbi, the nominated bonds, that is interesting, isn't it? Because that means that Brazil is not only choosing to transact with China in one, but also willing to lever up renminbi in one. So far there has been basically no indication of that,. A lot needs to change to make sure that this can become a more credible threat to the dollar

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