Real Vision: Finance & Investing The Dollar in an Increasingly Multipolar World ft. Luke Gromen & Larry McDonald
Oct 1, 2023
Larry McDonald and Luke Gromen discuss the future of the US dollar in a multipolar world, analyzing the impact of sanctions and China's strategic moves in oil and commodity purchases. They explore the significance of commodities and industrials, predict future prices, and discuss US sovereign debt, fiscal response to crises, and wealth distribution. They also examine financial repression, its implications for the US dollar, and recommend a commodity portfolio as a bullish investment for the next decade.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 4min
The Implications of a Multipolar World
04:28 • 8min
China's Strategic Moves in Oil and Commodity Purchases
12:17 • 4min
The Future of Commodities and Industrials
16:14 • 6min
Predicting the Future Price of Oil and Commodities
22:43 • 2min
US Sovereign Debt, Spending, and the Challenges Ahead
25:10 • 28min
Wealth Distribution and Investment Preferences of Boomers and Millennials
53:19 • 2min
Financial Repression and the Future of the US Dollar
55:04 • 21min