Michael McNair: How Trump Administration Is Driving The Dollar Lower
There has certainly been a lot of chaos in the financial markets since Trump started his second term.
Even aside from the tariffs, we've seen the dollar index plummet in the time Trump's been in office, amidst numerous comments from Trump cabinet officials about how they feel the dollar is just too high.
Meanwhile, as the tariff policies have frequently changed, while the commentary from the Trump team often leaves you feeling like you're getting less than the full story, fortunately, I have some good news.
Because I've mentioned fund manager Michael McNair, who months ago wrote a thesis on the signs he's seeing that the Trump administration is already actively implementing Chairman of the Council of Economic Advisors Stephen Miran's plan, that he laid out in his 41-page paper titled "Restructuring the Global Trading System." Which I might also add came out one month before Trump named him for the position of chairman.
Fortunately, I was able to catch up with Michael, who then proceeded to give a master class on some of the intricacies of what's going on right now. Which with all due respect, I simply think you will not find anywhere else.
So especially if you're not sure what to make of the first half year of Trump's second term, and want to know what the plan really is, and if it will ultimately be able to be successful, you will want to watch today's show!.
-
To find Michael McNair on twitter go to:
https://x.com/michaeljmcnair
To read Michael's most recent paper titled 'The Dollar Squeeze: How the Trump Administration Reversed Capital Flows Without Capital Controls,' go to:
https://medium.com/@mcnai002/the-dollar-squeeze-how-the-trump-administration-reversed-capital-flows-without-capital-controls-d32e4e728a34
-
Get access to Arcadia’s Daily Gold and Silver updates here:
https://goldandsilverdaily.substack.com/
-
To get your very own 'Silver Chopper Ben' statue go to:
https://arcadiaeconomics.com/chopper-ben-landing-page/
-
Join our free email list to be notified when a new video comes out:
click here: https://arcadiaeconomics.com/email-signup/
-
Follow Arcadia Economics on twitter at:
https://x.com/ArcadiaEconomic
-
To get your copy of 'The Big Silver Short' (paperback or audio) go to:
https://arcadiaeconomics.com/thebigsilvershort/
-
Thank you for watching!
Listen to Arcadia Economics on your favorite Podcast platforms:
Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY
Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976
-
#silver
#silverprice
#gold
And remember to get outside and have some fun every once in a while!:)
(URL0VD)
Subscribe to Arcadia Economics on Soundwise
