Chris Harris breaks down recent moves in the US dollar, gold, and Bitcoin, explaining why headlines about collapse or dominance can be misleading. He covers the "debasement trade," the factors behind the dollar's rebound (Fed policy, a weak yen, and geopolitics), and why gold and Bitcoin have swung so dramatically.
The episode focuses on practical investing: what each asset can and cannot do in a portfolio, the risks of chasing narratives, and the importance of diversification, rebalancing, and aligning investments with long-term financial goals.