April 4, 2025
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With Trump's announcement of massive tariffs, various commentators are looking into why this could be a part of a bigger plan to devalue the dollar. In this video, we're taking a look at this ambitious plan and whether it could actually happen.
📰 Too Long
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Sources
Stephen Miran paper on “A User’s Guide to Restructuring the Global Trading System”
Reuters on distribution of Treasury ownership
Data on US deficits
Bessent comments on long-dated “military bonds”
Data on latest debt
Odd Lots podcast on Mar a Lago Accord
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