This Is The End Of The Dollar System | Jeff Ross

A wartime macro shift: this episode ties escalating geopolitics, AI-driven disruption, and shifting monetary policy to market winners (Bitcoin/gold), manufacturing reshoring, and social risk.

Key Takeaways

Geopolitical escalation: US wartime rhetoric, Iran/China tensions, and control of chokepoints (Karg Island/Strait) could force rapid policy shifts and reshape global leverage—monitor hotspots and diplomatic outcomes.
Monetary regime risk: Treasury issuance, shorter-term bills and potential yield-curve control may neuter Fed independence; watch reserve-management QE moves and signs of forced monetization.
Inflation vs deflation: Structural inflation (3–6%) can spike to 8–10% in war, yet China-led automation and robotics create medium-term deflationary pressure—position portfolios for regime uncertainty.
Bitcoin, gold, and payments: Bitcoin may benefit as trustless money in a multipolar world; track the 100-day MA, stacking strategy, miner bonus depreciation, and custody/stablecoin adoption.
AI, jobs, and social stability: Rapid AI automation threatens white-collar jobs; policymakers and tech firms should plan relief (taxes/dividends/UBI) to mitigate unrest and rising military recruiting.
Defense and industrial policy: Cheap drones, Chinese drone exports, and vulnerable large platforms force reshoring of defense supply chains and domestic semiconductor builds—follow defense budgets and reshoring incentives.

Original Source

Visit Source