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Housekeeping: Good afternoon. The Petrodollar 2.0 evolution discussed here at length was aptly named by James Rickards.

This is an econ-masterclass.Vince has a doctorate in making academic concepts accessible and visceral….the most complete understanding of this stuff I’ve ever heard. If you know someone younger, make them listen to the last section.

-Brian S.

Walkthrough Starts

10:00- Emerging Markets, China, and the Call-Option Economy

15:10- Gold chart: last 5 years of flows breakdown

26:10- From Trump’s Budget Math to Global Stimulus

The Riyadh Accord's Petrodollar 2.0

36:00- Cheap Oil

39:40- Killing Shale and Backing Aramco

40:50- Opec Economics

42:04- Getting Saudi Mafia on Board

45:20- Petrodollar 2.0

48:35- Exxon+ The Global Winners of Cheap Oil

The 70's-80's Stagflation

49:00-Hartnett’s Bifurcated Boom/Bust

58:35 -Late 70s early 80s Stagflation deconstructed

60:25- Historical Echoes and Personal Losses: What’s at Stake

Hartnett Flow Show