Podcast
Anatomy of the U.S. Dollar End Game
Hosted by Hedge Fund Manager Erik Townsend · EN
Erik Townsend welcomes Jeffrey Snider, Mark Yusko and Luke Gromen to MacroVoices for this 5 part podcast series covering the Anatomy of the U.S. Dollar End Game
5episodes
Episodes
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Anatomy of the U.S. Dollar End Game Part 5A of 5
Jan 5, 201801:07:37Tap to summarizeMacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 5 of the 5 Part Series, the panel discuss the possible sign posts for the big change and the potential triggers for a lower U.S. dollar. They ask if structural changes be implemented to change the course of the dollar and ask which investment assets will work the best?
Transcribe →Anatomy of the U.S. Dollar End Game Part 4 of 5
Dec 30, 201701:20:52Tap to summarizeMacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 4 of the 5 Part Series, Mark Yusko and Luke Gromen debate the gold/oil ratio and gold as a reserve asset. They further discuss international attempts to bypass the U.S. Dollar and the U.S. Dollar shortage caused by the oil price. The finally debate the U.S. losing its status as a hegemonic power and the logistics in replacing the U.S. System.
Transcribe →Anatomy of the U.S. Dollar End Game Part 3 of 5
Dec 28, 201701:04:46Tap to summarizeMacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 3 of the 5 Part Series, Mark Yusko and Luke Gromen discuss the cyclical patterns and technicals for the U.S. Dollar and ask if there is room for another rally. They discuss the gold and the oil for Yuan plan. They look at demographics, deflation, lower rates and the new multi-polar FX world.
Transcribe →Anatomy of the U.S. Dollar End Game Part 2 of 5
Dec 25, 201701:11:21Tap to summarizeMacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 2 of the 5 Part Series, Jeffrey Snider explains the post 2007 U.S. Dollar shortage and how the dollar scarcity play out? They move on to discuss the problems facing China at the moment and perspective on the China gold buying. They ask if American politicians even know there is a problem?
Transcribe →Anatomy of the U.S. Dollar End Game Part 1 of 5
Dec 24, 201701:17:02Tap to summarizeMacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 1 of the 5 Part Series, Jeffrey Snider presents perspectives on where we are today. Looks at how Russia and Brazil dealt with US dollar funding through derivatives and FX repo auctions. They further discuss China’s management of the U.S. dollar and the evolving Chinese response.
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