Brent Johnson, Whitney Baker, Michael Every, Izabella Kaminska, John Butler: DOLLAR ENDGAME
In this first session of The Future of Gold, Alexej Jordanov hosts Brent Johnson, Whitney Baker, Michael Every, Izabella Kaminska and John Butler on a heated panel exploring the macro endgame of the current monetary order. We explore whether we are nearing the end of the dollar’s dominance, what role stablecoins could play in extending U.S. monetary power, and why gold may be re-emerging as the ultimate neutral reserve asset. We go through late-cycle debt excesses, the decline in the productivity of credit, the shift from technocratic economics to economic statecraft, and the breakdown of the…
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