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Home / Alhambra Investment Partners / Eurodollar University’s Making Sense; Episode 99, Part 3: When Everyone Understands Why The Dollar Goes Up, We Celebrate Our Show’s Demise

Eurodollar University’s Making Sense; Episode 99, Part 3: When Everyone Understands Why The Dollar Goes Up, We Celebrate Our Show’s Demise

Summary:
99.3 US Dollar Gains Value – Bad News for the World  ———Ep 99.3 Summary———In 1971, US Treasury Secretary John Connally told a group of European finance ministers that the US dollar “is our currency, but your problem.” Half a century later, the problem has grown bigger encompassing the whole world. A world that is short of dollars. ———See It——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiAlhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisLArt: https://davidparkins.com/ ———Hear It———

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99.3 US Dollar Gains Value – Bad News for the World 

———Ep 99.3 Summary———
In 1971, US Treasury Secretary John Connally told a group of European finance ministers that the US dollar “is our currency, but your problem.” Half a century later, the problem has grown bigger encompassing the whole world. A world that is short of dollars.

———See It———

Twitter: https://twitter.com/JeffSnider_AIP
Twitter: https://twitter.com/EmilKalinowski
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL
Art: https://davidparkins.com/

———Hear It———

Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

———Ep 99.3 Topics———

00:00 Show Intro: Were there warnings globally synchronized growth reflation was at serious risk?
01:23 The third reflation, Globally Synchronized Growth, was fatally wounded in September 2017.
02:59 A series of anomalies were recorded across various markets from September 5-8, 2017.
06:37 The US dollar inflected away from reflation in September 2017 – again, another warning.
13:09 The US dollar is inflecting away from reflation now – another warning?
15:11 The US dollar’s recent move can be observed in the many iterations of the dollar.
15:35 Is it a random coincidence that the dollar is behaving similarly in 2021 as in 2017?
17:58 Show Outro: the goal of this show is to get cancelled, for lack of interest.

———Ep 99.3 References———

The Eurodollar’s Nose: https://bit.ly/2X6LApB
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7

———Who———

Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by the top hat of illustrated monetary satire, David Parkins. Podcast intro/outro is “Nite Glo” by Molife from Epidemic Sound.

 


Jeffrey P. Snider
As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base. His company is a global investment adviser, hence potential Swiss clients should not hesitate to contact AIP

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