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GM34: When Geopolitics meets Global Macro ft. Jacob Shapiro & Roger Hirst

Top Traders Unplugged

CHAPTER

Is the Dollar Going to Die?

The biggest discussion that goes on here and you'll hear it all the time is this, you know, the dollar is dead. Is the dollar going to die? And what becomes a real problem when we're thinking about this landscape is there's a magnificent difference between the relevance of the dollar in the global economy and the actual level or price of the dollar. I would much rather trade what Jacob Paul says about where he thinks interest rates are going for my view on the dollar and the euro than whether I think it's the end of globalization. That also makes sense. But I think this is going to be a lot, again, there's going to be an awful lot of people very disappointed

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