Macro and Rates
US dollar and de-dollarization
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 12
- Share
- 1.1%
- Shows
- 12
- Net sentiment
- −0.80
Down from 1.7% of episodes in the weeks before; net sentiment was −0.31.
Bullish 1Mixed 0Neutral 2Bearish 9
2 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 9
- Hosts argue BRICS alternative settlement and falling dollar holdings threaten US dollar dominance.Things Mainstream Media “Forgot” to Tell You in September · Sovereign Finance · Sep 29
- Foreign selling of US debt and dollars is seen as a vulnerability for the US.Nvidia’s $235 Billion Bet: Confidence or AI Bubble Warning? · The Secret War on Cash · Oct 1
- Renminbi use in global payments has plateaued and capital controls limit its appeal.Lawfare Daily: The Trump-Xi Summit and U.S.-China AI Competition · The Lawfare Podcast: Patreon Edition · Oct 2
- Strong dollar and rising oil are weighing on equities, international stocks and metals.Why the AI Winners May Not Be Big Tech · Know Your Risk Podcast · Sep 28
- A stronger dollar is cited as a headwind pushing gold lower.The $100 Retracement: Dollar Strength and Rising Yields Pressure Gold · The Pod of Gold · Sep 28
- Speakers argue the dollar's purchasing power and reserve status are eroding as the world de-dollarizes.Interview: Stablecoins Turn Your Money Into Government Permission · The REAL David Knight Show · Oct 1
Show 3 moreShow fewer
- Foreign investors seek alternatives to the dollar over weaponization concerns, weakening its usual strength.Will US-China Truce Break After US Midterm Elections? · Market Watch · Sep 28
- The yen has weakened sharply after a mismanaged intervention and a shift in Japan's rate-hike pace.UBS On-Air: Paul Donovan Daily Audio 'Saving the US consumer' · UBS On-Air: Market Moves · Oct 1
- Strengthening dollar index is weighing on gold and gold miners.Nasdaq, S&P 500 Hold Firm Ahead Of Inflation Report: SharkNinja, Advantest, ASE Technology In Focus · Stock Market Today With IBD · Sep 29
Neutral 2
- Discussion of dollar demand abroad and stablecoins as a channel for dollar demand, presented factually.Global Macro, BTC Institutional Adoption, Anthropic IPO | BMTV Sep. 30, 2026 · Bitcoin Magazine Podcast · Sep 30
- Discussed as a narrative driving Bitcoin demand, with the dollar described as doing well.Bitcoin Falls To $82K After ETFs Just Bought $2.4 BILLION · The Wolf Of All Streets · Sep 28
Around it
Shows that covered it most
- Market Watch1
- Know Your Risk Podcast1
- The Pod of Gold1
- The Wolf Of All Streets1
- Sovereign Finance1
- Stock Market Today With IBD1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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