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!
--
Follow Michael Kao: https://twitter.com/UrbanKaoboy
Follow Mike: https://twitter.com/MikeIppolito_
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Blockworks: https://twitter.com/blockworks_
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio...
--
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...
--
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
--
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.
-
10:49
informedinvestors
1 year agoMichael Burry: It's TIME to BUY China! It's about to stage a Comeback and Change World Order!!
27 -
1:13:10
Palisades Gold Radio
1 year agoMichael Kao: Inflation & Asian Financial Contagion
202 -
12:13
Money Monsters
11 months agoChina Is Destroying The US Dollar: It's FINISHED
67 -
1:38:03
iChongqing
9 months ago🔴Live : America's Attempt To Destroy China's Economy | Ft. The DURAN
221 -
25:07
Chopsticks and Trains | Life and Travel in China
7 months agoRay Dalio vs Peter Zeihan on China's Economy
36 -
56:13
The Open Forum Podcast
1 year ago023 | Economic hitmen - from US dominance to potential Chinese superiority? | John Perkins
102 -
12:56
ProgressiveTruthSeekers
1 year agoPutin and China Just Scored A DEVASTATING Blow To The U.S. Economy and We're Screwed
7013 -
3:41
Wall Street Silver
11 months agoGlobal Economy Reorganizing: U.S. vs. China | Which Strategy Wins? ft. Peter St Onge
19 -
4:58
IpobRaptureMediaOfficial
6 months agoA New World Superpower: China's Global Takeover
52 -
13:29
Mark Moss
10 months agoChina's Sprint to Challenge US Dollar Dominance
1.1K1