US dollar
also referred to as: u.s. dollar · us dollars
10 statements across 2 episodes · 4 bullish · 3 bearish · 4 people on the record · first statement Sep 3, 2025 by Nikhil Kamath · across every show →
Everything said about US dollar, oldest first
Sep 3, 2025 bullish
Sep 3, 2025 bearish
Sep 3, 2025 positive
Sep 3, 2025 bearish
Sharma: The US dollar regularly experiences 30% to 40% cyclical declines
“If you look at the last, ah, you know, 50 odd years, right, since we've had freely floating exchange rates, it's not that even when the dollar's been the dominant currency in this, as far as if the dollar always goes up, there have been very significant period…”
Sep 3, 2025 negative
Sharma: Seizing Russian assets alerted global governments to US dollar risks
“The way the sanctions were imposed on, on Russia at the time of the Ukrainian war, where the assets were seized. And Russia was thrown off the dollar grid completely. I think that was a big wake up call for governments around the world that, Listen, this, if t…”
Sep 3, 2025 bullish
Jul 28, 2026 bullish
Jul 28, 2026 neutral
Jul 28, 2026 neutral
Klein: Historical reserve currency regimes were multi-polar, not single monopolies
“Even in the period where people talk about, like, sterling as the reserve currency, it was notable insofar as, say, like, Japan had most of its foreign reserves in Sterling assets, like the early 1900. But there were other large blocks, and arguably this is a …”
Jul 28, 2026