
businessMar 17, 20261:38:27failed
Brent Johnson, Whitney Baker, Michael Every, Izabella Kaminska, John Butler: DOLLAR ENDGAME
About this episode
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 old rules-based order. At the center is a sharp debate over whether stablecoins represent “dollarization on steroids” and a new tool for U.S. control, or whether growing global imbalances and rising demand for gold point instead to a more disruptive reset of the system.
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The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of any entities they represent.
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