99.3 US Dollar Gains Value – Bad News for the World 

———Ep 99.3 Summary———
In 1971, US Treasury Secretary John Connally told a group of European finance ministers that the US dollar “is our currency, but your problem.” Half a century later, the problem has grown bigger encompassing the whole world. A world that is short of dollars.

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Twitter: https://twitter.com/JeffSnider_AIP
Twitter: https://twitter.com/EmilKalinowski
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Emil YouTube: https://bit.ly/310yisL
Art: https://davidparkins.com/

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———Ep 99.3 Topics———

00:00 Show Intro: Were there warnings globally synchronized growth reflation was at serious risk?
01:23 The third reflation, Globally Synchronized Growth, was fatally wounded in September 2017.
02:59 A series of anomalies were recorded across various markets from September 5-8, 2017.
06:37 The US dollar inflected away from reflation in September 2017 – again, another warning.
13:09 The US dollar is inflecting away from reflation now – another warning?
15:11 The US dollar’s recent move can be observed in the many iterations of the dollar.
15:35 Is it a random coincidence that the dollar is behaving similarly in 2021 as in 2017?
17:58 Show Outro: the goal of this show is to get cancelled, for lack of interest.

———Ep 99.3 References———

The Eurodollar’s Nose: https://bit.ly/2X6LApB
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by the top hat of illustrated monetary satire, David Parkins. Podcast intro/outro is “Nite Glo” by Molife from Epidemic Sound.