Housekeeping: Good afternoon. 1 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
