Breaking The Global Dollar System | Freya Beamish

Описание: Freya Beamish, Chief Economist at TS Lombard, joins Jack to argue why American tariff policy is accelerating a transition to a multi-polar international monetary order. She estimates that U.S. and China will reach a deal lowering tariffs to ~30% levels and shares her views on bonds and gold. Recorded on April 14, 2025.

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Timestamps
00:00 Intro
00:52 Are Changes In International Monetary Order Afoot?
03:24 Desire To Hold U.S. Assets Is Being Challenged By U.S. Policy
22:04 Elements of High Demand For USD Assets
30:34 How Much Is U.S. Dollar Overvalued?
35:18 U.S. Dollar and Chinese Yuan Policies: Which Currency Will Weaken More Against The Other?
41:30 Recapitalization of China's Banking System
46:54 10% Tariff On World Ex China, Higher Tariff on China
Member list
48:21 10% Tariff Not Big Enough To Cause U.S. Recession
54:33 "Art of The Deal" Re: Tariff Negotiations
59:22 Timeline of Tariff Impacts
1:02:54 Asset Allocation View
1:05:57 Gold And Dollar As Reserve Assets

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