U.S Dollar's Role In The Great Power Competition | Michael Kao

On today's episode of On the Margin, Michel Kao joins the show for a discussion on the U.S Dollar and its role in the great power competition.

Michael outlines his thesis for an upcoming paper on the U.S Dollar looking at the geopolitical significance of the Dollar and the four key economic pillars of which is stands upon. As many have called for the demise of the U.S Dollar, Michael sees the current rules based order continuing, despite the less favourable policies the U.S has enacted. To hear all this and more, you'll have to tune in!
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Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio...
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Referenced In The Show:

Inflation/USD Wrecking Ball-Who's Gonna Out-Hawk the Fed?: https://twitter.com/UrbanKaoboy/statu...

Money and Empire: Charles P. Kindleberger and the Dollar System: https://www.cambridge.org/core/books/...

Sanctions book – Backfire: Agathe Demarais: https://agathedemarais.com/sanctions-...

Chip War: The Fight for the World's Most Critical Technology: https://www.christophermiller.net/sem...

Acquired: TSMC: https://podcasts.apple.com/us/podcast...

The Geopolitical Mosh Pit: https://twitter.com/UrbanKaoboy/statu...

Sir James Goldsmith Presciently Explaining Globalization in 1994: https://www.youtube.com/watch?v=UKe38...

Rubicon: The Last Years of the Roman Republic: https://www.goodreads.com/book/show/9...
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Timestamps:

00:00 Introduction
01:17 The Primacy of the US Dollar And Its Role In the Great Power Competition
04:04 Economic Pillars of National Power: Geography, Natural Resources & Industrial Capacity
16:56 The Aftermath of Bretton Woods
32:38 The Geopolitics of U.S Dollar Sanctions, Semiconductors & Energy Policy
47:38 Energy Independence, The Dollar Wrecking Ball & Inflation
59:35 Permissionless Ad
1:00:20 The U.S Dollar Dutch Disease
1:15:34 The Great Power Competition & Rules Based Order
1:23:33 A Summary of The Great Power Competition Between The U.S & China
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.