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On this week's Stansberry Investor Hour, Dan and Corey welcome frequent guest Marko Papic back to the show. Marko is a partner and chief strategist for asset-management platform Clocktower. Together, they tackle the shifting landscape of globalization, the dominance of the U.S. dollar, and investment opportunities in emerging markets. (00:00)
Dan and Corey kick off the podcast by discussing the perplexing issue of the U.S. government "losing money while making money." They explore the implications of this inefficiency and its connection to the broader topics of inflation, recent Consumer Price Index data, and the Federal Reserve's monetary policies. (00:41)
Then, Marko joins the conversation to share his thoughts on multipolarity, or the distribution of power among several countries. Despite the rise of emerging markets and the global shift toward multipolarity, the U.S. dollar remains the predominant currency worldwide. Marko believes "the dollar will continue to have stickiness as a predominant currency," but he predicts a steep decline within the next year." (28:07)
Marko concludes by highlighting that investors can still profit by adopting a longer-term perspective that considers geopolitical and macroeconomic trends. He suggests keeping an eye on economies with favorable prospects, such as Indonesia's control of the Nickel market, Vietnam's vital role in global trade, and Mexico's refrain from fiscal stimulus packages. (45:57)
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By Stansberry Research4.3
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On this week's Stansberry Investor Hour, Dan and Corey welcome frequent guest Marko Papic back to the show. Marko is a partner and chief strategist for asset-management platform Clocktower. Together, they tackle the shifting landscape of globalization, the dominance of the U.S. dollar, and investment opportunities in emerging markets. (00:00)
Dan and Corey kick off the podcast by discussing the perplexing issue of the U.S. government "losing money while making money." They explore the implications of this inefficiency and its connection to the broader topics of inflation, recent Consumer Price Index data, and the Federal Reserve's monetary policies. (00:41)
Then, Marko joins the conversation to share his thoughts on multipolarity, or the distribution of power among several countries. Despite the rise of emerging markets and the global shift toward multipolarity, the U.S. dollar remains the predominant currency worldwide. Marko believes "the dollar will continue to have stickiness as a predominant currency," but he predicts a steep decline within the next year." (28:07)
Marko concludes by highlighting that investors can still profit by adopting a longer-term perspective that considers geopolitical and macroeconomic trends. He suggests keeping an eye on economies with favorable prospects, such as Indonesia's control of the Nickel market, Vietnam's vital role in global trade, and Mexico's refrain from fiscal stimulus packages. (45:57)
➡️ Watch Here

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