1 00:00:00,160 --> 00:00:02,360 Speaker 1: While the media tells you that markets are crashing and 2 00:00:02,600 --> 00:00:05,240 Speaker 1: global trade is unraveling. What if I told you that 3 00:00:05,360 --> 00:00:09,080 Speaker 1: chaos isn't a failure, but a master strategy, not to 4 00:00:09,080 --> 00:00:12,559 Speaker 1: save the system, but to reset it. Now, here's the thing. 5 00:00:12,960 --> 00:00:16,560 Speaker 1: A reset means there's a new system coming. Now. Most 6 00:00:16,560 --> 00:00:19,280 Speaker 1: people will be completely blindsided by this, but for those 7 00:00:19,360 --> 00:00:22,119 Speaker 1: of us who see it coming, who understand it and 8 00:00:22,200 --> 00:00:25,840 Speaker 1: position early, this could be the biggest wealth transfer opportunity 9 00:00:26,120 --> 00:00:29,319 Speaker 1: in the last fifty years. I'm Mark Moss. I've built 10 00:00:29,320 --> 00:00:32,080 Speaker 1: and sold multiple companies through three boom and bus markets. 11 00:00:32,240 --> 00:00:35,519 Speaker 1: I've studied every major monetary reset in history, and in 12 00:00:35,560 --> 00:00:38,040 Speaker 1: this video, I'm going to show you what's really happening 13 00:00:38,040 --> 00:00:41,040 Speaker 1: behind the headlines and what comes next, and what you 14 00:00:41,080 --> 00:00:42,839 Speaker 1: can do to stay ahead of it. So let's go 15 00:00:44,680 --> 00:00:48,040 Speaker 1: all right, So we're talking about the next reset. Now, 16 00:00:48,159 --> 00:00:51,040 Speaker 1: if you know your computer is not working properly, it's 17 00:00:51,040 --> 00:00:54,200 Speaker 1: too slow, you can reset it. A video game, you 18 00:00:54,240 --> 00:00:57,360 Speaker 1: can reset it. You're basically starting a new game, right, 19 00:00:57,360 --> 00:00:59,360 Speaker 1: You're starting a new one. And so on the other 20 00:00:59,400 --> 00:01:02,200 Speaker 1: side of the reset is something new, a new system. 21 00:01:02,240 --> 00:01:05,039 Speaker 1: I've been talking about this quite a lot because for me, 22 00:01:05,360 --> 00:01:07,919 Speaker 1: I think It's amazing that we are alive right now 23 00:01:08,240 --> 00:01:10,560 Speaker 1: for when history books were written. You know, I talk 24 00:01:10,560 --> 00:01:12,559 Speaker 1: a lot about history, So we talk about nineteen thirteen, 25 00:01:12,560 --> 00:01:14,520 Speaker 1: the creation of the Federal Reserve in nineteen forty four, 26 00:01:14,640 --> 00:01:18,240 Speaker 1: Brettwoods Agreement, nineteen seventy one, the Nixon Shock, nineteen eighty five, 27 00:01:18,360 --> 00:01:21,640 Speaker 1: Plaza Accord, and now we have a new one. Now 28 00:01:22,040 --> 00:01:25,000 Speaker 1: this is all around Trump's tariffs, but really what is 29 00:01:25,000 --> 00:01:26,960 Speaker 1: he using the tariffs for. I've done a bunch of 30 00:01:27,040 --> 00:01:28,880 Speaker 1: videos if you want to go deep on that, I'll 31 00:01:28,880 --> 00:01:31,280 Speaker 1: link to them down the show description down below, because 32 00:01:31,280 --> 00:01:32,800 Speaker 1: I'm not going to go back through all of that. 33 00:01:33,000 --> 00:01:36,479 Speaker 1: But ultimately, the end goal is not tariffs. The end 34 00:01:36,480 --> 00:01:39,600 Speaker 1: goal isn't even to bring manufacturing back to the United States. 35 00:01:40,080 --> 00:01:43,399 Speaker 1: It's not rebalancing trade. It's about something called the mar 36 00:01:43,480 --> 00:01:47,160 Speaker 1: Alago Accords now accords being like the Plaza Accords from 37 00:01:47,240 --> 00:01:51,960 Speaker 1: nineteen eighty five, which was a globally coordinated event that 38 00:01:52,040 --> 00:01:54,800 Speaker 1: allowed the US to devalue the dollar. Okay, so mar 39 00:01:54,840 --> 00:01:56,760 Speaker 1: Alogo Accords. Again, We'll link to the videos that I've 40 00:01:56,760 --> 00:01:58,320 Speaker 1: done on all these things down below if you want 41 00:01:58,360 --> 00:02:02,160 Speaker 1: to go deeper. So it's really a modern day Plaza accord. 42 00:02:02,440 --> 00:02:05,320 Speaker 1: That's really what's happening. Now, What does that mean? Let 43 00:02:05,360 --> 00:02:08,320 Speaker 1: me give you the cliff notes of that. Okay, The 44 00:02:08,360 --> 00:02:12,799 Speaker 1: Marologo Accord is a blueprint, a plan to recreate the 45 00:02:12,919 --> 00:02:16,520 Speaker 1: Plaza Accord that happened in nineteen eighty five. It's an 46 00:02:16,520 --> 00:02:20,919 Speaker 1: intervention designed to correct the US trade deficit through deliberate 47 00:02:21,320 --> 00:02:26,800 Speaker 1: dollar weakening. Okay, listen to that deliberate dollar weakening. Why 48 00:02:27,320 --> 00:02:31,400 Speaker 1: the strong US dollar continues to make American exports less competitive? 49 00:02:31,520 --> 00:02:34,760 Speaker 1: How can we balance trade when exports are too competitive, 50 00:02:34,760 --> 00:02:38,480 Speaker 1: too expensive? Right, and poses a major obstacle to reshoring 51 00:02:38,560 --> 00:02:41,840 Speaker 1: manufacturing and rebalancing trade. So again, the tariffs are a 52 00:02:41,880 --> 00:02:44,960 Speaker 1: way to help get the rebalancing trade and help to 53 00:02:45,080 --> 00:02:48,560 Speaker 1: re onshore. But the ultimate goal is then to get 54 00:02:48,600 --> 00:02:51,200 Speaker 1: that through these mariolog coords, which allow the US to 55 00:02:51,360 --> 00:02:55,400 Speaker 1: devalue the currency. Mirran's blueprint will come back to mirror 56 00:02:55,400 --> 00:02:58,120 Speaker 1: in a second. Mirran's blueprint for a week dollar policy 57 00:02:58,480 --> 00:03:02,840 Speaker 1: attempt to retro actual fit economic theory into Trump's tariff 58 00:03:02,840 --> 00:03:06,200 Speaker 1: first agenda. So the tariffs are the first thing we 59 00:03:06,240 --> 00:03:07,960 Speaker 1: need to do to trigger the rest of this. We'll 60 00:03:07,960 --> 00:03:11,080 Speaker 1: break that down a minute underline fundamentals point to further 61 00:03:11,160 --> 00:03:13,919 Speaker 1: dollar weakness again, dollar weakness, dollar weakness, dollar weakness to 62 00:03:14,000 --> 00:03:18,680 Speaker 1: make the exports, to make US manufacturing more competitive, an 63 00:03:18,720 --> 00:03:21,200 Speaker 1: additional three to five percent, So three to five percent 64 00:03:21,320 --> 00:03:23,320 Speaker 1: more weakness than the US dollar. I think it's more 65 00:03:23,360 --> 00:03:25,320 Speaker 1: than that. We'll come back to that. If elements of 66 00:03:25,320 --> 00:03:29,480 Speaker 1: the Marlago playbook are initiated, they already are further downside 67 00:03:29,480 --> 00:03:32,280 Speaker 1: pressure on the dollar could form. It already is. I'm 68 00:03:32,320 --> 00:03:34,160 Speaker 1: going to show you just how far the dollar could 69 00:03:34,200 --> 00:03:36,600 Speaker 1: go down and what that ultimately means. I'm going to 70 00:03:36,640 --> 00:03:39,680 Speaker 1: map it out as prediction, predictions, projections of price. It's 71 00:03:39,720 --> 00:03:41,800 Speaker 1: going to be super fun. But back to Miran, So 72 00:03:42,320 --> 00:03:46,320 Speaker 1: he wrote this paper before Trump was elected president. This 73 00:03:46,360 --> 00:03:48,440 Speaker 1: is a Hudson Bay Capital and it's a user's guide 74 00:03:48,480 --> 00:03:52,600 Speaker 1: to restructuring the global trading system. It's a great report. 75 00:03:52,720 --> 00:03:54,240 Speaker 1: I recommend you go read it if you want to 76 00:03:54,240 --> 00:03:56,520 Speaker 1: dig into the weeds on this. And basically before Trump 77 00:03:56,560 --> 00:03:59,880 Speaker 1: even became president, he laid out the entire process and 78 00:04:00,080 --> 00:04:02,520 Speaker 1: he coined the term marl logo chords. This is where 79 00:04:02,520 --> 00:04:04,920 Speaker 1: it came from. And he just happens to be Trump's 80 00:04:04,920 --> 00:04:08,160 Speaker 1: economic advisor today. And we just happened to be doing 81 00:04:08,520 --> 00:04:11,000 Speaker 1: the steps that were laid out in this paper. So 82 00:04:11,040 --> 00:04:12,840 Speaker 1: if you want to know where things are going, you 83 00:04:12,960 --> 00:04:15,440 Speaker 1: just got to read this because this is exactly what's 84 00:04:15,520 --> 00:04:18,520 Speaker 1: going on. Well, if we know what's going on and 85 00:04:18,520 --> 00:04:20,760 Speaker 1: what the paper says and where things are going, then 86 00:04:21,240 --> 00:04:24,080 Speaker 1: what happens next? Don't you want to know? Well stick around, 87 00:04:24,120 --> 00:04:27,680 Speaker 1: let's break that down. Okay. So first of all, we 88 00:04:27,800 --> 00:04:30,080 Speaker 1: understand that history rhymes cause and effect. If you do 89 00:04:30,120 --> 00:04:32,960 Speaker 1: about the same things, you get about the same results. Right, 90 00:04:33,360 --> 00:04:35,720 Speaker 1: not always exactly, but about the same. So in nineteen 91 00:04:35,839 --> 00:04:38,680 Speaker 1: forty four about it. About eighty years ago, I talked 92 00:04:38,680 --> 00:04:41,800 Speaker 1: about these eighty year financial revolution cycles. About eighty years ago, 93 00:04:42,120 --> 00:04:45,279 Speaker 1: the world got together and agreed on a new monetary 94 00:04:45,320 --> 00:04:51,760 Speaker 1: system nineteen oops, nineteen eighty five, the Plaza Chord, not 95 00:04:51,839 --> 00:04:53,760 Speaker 1: the whole world, most of the big country of the 96 00:04:53,760 --> 00:04:56,080 Speaker 1: world got together and again agreed to a new global 97 00:04:56,080 --> 00:04:59,720 Speaker 1: monetary system that would allow the US dollar to devalue itself. 98 00:05:00,120 --> 00:05:02,159 Speaker 1: The parallel to now is sort of the same thing. 99 00:05:02,560 --> 00:05:06,600 Speaker 1: US debt is unpayable, the deficits are too big, the 100 00:05:06,640 --> 00:05:08,840 Speaker 1: debt in conracers are too big, debt to GDP. It's 101 00:05:08,880 --> 00:05:10,920 Speaker 1: unpayable at current rates, so we need to bring that down. 102 00:05:11,279 --> 00:05:14,160 Speaker 1: Competitiveness in the United States is collapsing, so Trump wants 103 00:05:14,200 --> 00:05:16,760 Speaker 1: to fix that. So this is the plan. We have 104 00:05:16,800 --> 00:05:18,560 Speaker 1: to go back and run the same playbook to in 105 00:05:19,120 --> 00:05:21,359 Speaker 1: order to fix those things. Okay, now, real quick, I 106 00:05:21,360 --> 00:05:23,080 Speaker 1: don't want to rehash a bunch of old data, but 107 00:05:23,360 --> 00:05:25,440 Speaker 1: just so you can understand the Plaza Chords as it's 108 00:05:25,680 --> 00:05:29,200 Speaker 1: relevant to this video. We can understand that the Plaza 109 00:05:29,200 --> 00:05:32,240 Speaker 1: Accord was meant to push down the US dollar. That's 110 00:05:32,240 --> 00:05:34,280 Speaker 1: the key mechanism I want you to key onto. That's 111 00:05:34,320 --> 00:05:37,200 Speaker 1: what it was intended to do, push down the US dollar. 112 00:05:37,640 --> 00:05:40,720 Speaker 1: All parties, the countries that were in the Plaza coord 113 00:05:40,880 --> 00:05:43,799 Speaker 1: agreed to directly intervene in currency markets. They were all 114 00:05:43,839 --> 00:05:46,960 Speaker 1: going to intervene in their own currency markets to allow 115 00:05:47,000 --> 00:05:50,480 Speaker 1: this to happen to correct current account imbalances, trade and 116 00:05:50,520 --> 00:05:54,080 Speaker 1: balances sound familiar. Leading up to the Plaza Accord, the 117 00:05:54,240 --> 00:05:57,400 Speaker 1: US dollar had appreciated by forty seven point nine percent, 118 00:05:57,480 --> 00:06:00,159 Speaker 1: so the US dollars getting way too strong. It was 119 00:06:00,160 --> 00:06:01,880 Speaker 1: like a wrecking ball throughout the rest of the world. 120 00:06:02,040 --> 00:06:04,960 Speaker 1: That put pressure on the US manufacturing industry because it 121 00:06:05,000 --> 00:06:08,120 Speaker 1: made imported goods relatively cheaper. So it was so cheap 122 00:06:08,120 --> 00:06:10,400 Speaker 1: to import, but it was way too expensive to export. 123 00:06:11,080 --> 00:06:13,599 Speaker 1: Trade and balances were off. The dollar was too strong. 124 00:06:13,960 --> 00:06:16,200 Speaker 1: Let's get together, Let's weaken the dollar. Do you understand 125 00:06:16,200 --> 00:06:19,240 Speaker 1: the mechanism that we're talking about here? Fast? Fact, after 126 00:06:19,320 --> 00:06:22,960 Speaker 1: the Plaza cord happened, the dollar depreciated went down by 127 00:06:23,000 --> 00:06:26,719 Speaker 1: as much as twenty five point six nine percent in 128 00:06:26,839 --> 00:06:29,880 Speaker 1: two years that followed twenty five percent. Remember that number, 129 00:06:29,920 --> 00:06:32,040 Speaker 1: because we're going to come back and project out where 130 00:06:32,080 --> 00:06:35,240 Speaker 1: maybe asset prices could go. Okay, it went down twenty 131 00:06:35,320 --> 00:06:37,560 Speaker 1: five percent, all right? Now, by before I tell you, 132 00:06:37,600 --> 00:06:40,159 Speaker 1: by the dollar being so strong is such a problem. 133 00:06:40,200 --> 00:06:43,120 Speaker 1: It's wrecking the economy. Talking about history and rhyming, we 134 00:06:43,200 --> 00:06:45,839 Speaker 1: know that about every fifty years, for the last three hundred, 135 00:06:46,160 --> 00:06:48,400 Speaker 1: about every fifty years, we have this technological wave called 136 00:06:48,440 --> 00:06:50,880 Speaker 1: the quantum wave, and it gives us a once in 137 00:06:50,920 --> 00:06:54,120 Speaker 1: a generation buying opportunity for assets if you know exactly 138 00:06:54,200 --> 00:06:56,600 Speaker 1: what to buy. I'm going to break that whole process down, 139 00:06:56,680 --> 00:06:59,440 Speaker 1: the quantum wave fifty year cycle, how it's a repeatable, 140 00:06:59,480 --> 00:07:02,240 Speaker 1: four step process, and how it shows us exactly what 141 00:07:02,320 --> 00:07:05,360 Speaker 1: accets to buy through each step. It's about one hundred charts. 142 00:07:05,360 --> 00:07:07,159 Speaker 1: We'll through it all live. We're going to hang out. 143 00:07:07,320 --> 00:07:08,920 Speaker 1: We'll do live Q and A so you can understand 144 00:07:08,960 --> 00:07:12,080 Speaker 1: exactly how to apply what we're teaching to your own portfolio, 145 00:07:12,160 --> 00:07:14,280 Speaker 1: so you can take advantage of what's coming. It's all free. 146 00:07:14,280 --> 00:07:15,920 Speaker 1: There's a link down below. Come hang out with me. 147 00:07:16,160 --> 00:07:18,520 Speaker 1: But let's talk about now why the US dollar getting 148 00:07:18,560 --> 00:07:21,400 Speaker 1: strong is wrecking the whole economy. So really, what we're seeing, 149 00:07:21,720 --> 00:07:25,360 Speaker 1: just like Plazacord, just like the other interventions, is a 150 00:07:25,400 --> 00:07:30,240 Speaker 1: strong dollar crisis. The US dollar got its guns out. 151 00:07:30,240 --> 00:07:33,560 Speaker 1: It's way too strong. It's overvalued, which again same thing 152 00:07:33,600 --> 00:07:36,640 Speaker 1: as before, makes it too cheap and easy to import 153 00:07:36,760 --> 00:07:40,680 Speaker 1: and too hard and expensive to export. The US dollars overvalued. Now, 154 00:07:40,720 --> 00:07:42,720 Speaker 1: what we can see if we look at the Dixie 155 00:07:42,720 --> 00:07:45,960 Speaker 1: the Dollar Index, where it measures the US dollar against 156 00:07:45,960 --> 00:07:49,040 Speaker 1: a basket of other currencies, we're right around here, around 157 00:07:49,040 --> 00:07:54,760 Speaker 1: one hundred. Now, that's right here, and it's nowhere near 158 00:07:54,760 --> 00:07:56,400 Speaker 1: as high as we were in nineteen eighty five at 159 00:07:56,440 --> 00:07:58,240 Speaker 1: the Plaza Cord. So a lot of people like, no, 160 00:07:58,520 --> 00:08:00,160 Speaker 1: there's no way that this is going to happen. The 161 00:08:00,160 --> 00:08:02,440 Speaker 1: dollars not as strong as it was during the Plausa chords. 162 00:08:02,920 --> 00:08:04,680 Speaker 1: I think that's taken the wrong view. I'm gonna show 163 00:08:04,680 --> 00:08:08,800 Speaker 1: you another charge. But let's just say that maybe this 164 00:08:08,960 --> 00:08:13,880 Speaker 1: might be sort of more or maybe maybe ninety maybe nineties, 165 00:08:13,960 --> 00:08:16,120 Speaker 1: like a historic range that we're in. Maybe eighty eight 166 00:08:16,200 --> 00:08:18,680 Speaker 1: eighty ninety that might be a more historic range. So 167 00:08:18,720 --> 00:08:21,960 Speaker 1: maybe we're a little overheated, assuming that they take out 168 00:08:21,960 --> 00:08:25,320 Speaker 1: this outlier, So that'd bring us down from one hundred 169 00:08:25,440 --> 00:08:28,400 Speaker 1: down to ninety a ten percent drop, maybe down to 170 00:08:28,480 --> 00:08:31,520 Speaker 1: eighty five or fifteen percent drop. Okay, remember those numbers. 171 00:08:31,520 --> 00:08:33,560 Speaker 1: We're gonna come back to that. But the reason why 172 00:08:33,600 --> 00:08:35,840 Speaker 1: that chart is a little bit off is because it 173 00:08:35,880 --> 00:08:40,679 Speaker 1: doesn't take into account other things like purchasing power, parody, 174 00:08:41,080 --> 00:08:43,600 Speaker 1: other things like that. So here here's a chart from 175 00:08:43,800 --> 00:08:48,000 Speaker 1: the BIS, the Bureau of International Settlements. This is the 176 00:08:48,080 --> 00:08:52,760 Speaker 1: US dollar real effective the real effective exchange rate, So 177 00:08:52,840 --> 00:08:56,400 Speaker 1: this is like inflation adjusted. A small business owner, are 178 00:08:56,440 --> 00:08:59,240 Speaker 1: you buried in all types of work keeping you from 179 00:08:59,320 --> 00:09:01,840 Speaker 1: the real thing that makes you money. Well that's where 180 00:09:02,040 --> 00:09:04,120 Speaker 1: just Works comes in. They're the all in one platform 181 00:09:04,160 --> 00:09:07,240 Speaker 1: that supports small business growth. You can get all their 182 00:09:07,280 --> 00:09:10,480 Speaker 1: tools that help with benefits like payroll and HR and 183 00:09:10,520 --> 00:09:14,680 Speaker 1: compliance with transparent pricing. Now they help you hire top 184 00:09:14,679 --> 00:09:19,240 Speaker 1: talent internationally internew markets, quickly scale international operations without the 185 00:09:19,280 --> 00:09:22,480 Speaker 1: workload and forevery how do I do it? Question? You 186 00:09:22,480 --> 00:09:25,400 Speaker 1: can reach out to their expert staff from sole proprietor 187 00:09:25,720 --> 00:09:29,160 Speaker 1: or a team of twenty. Just Works empowers all kinds 188 00:09:29,160 --> 00:09:33,160 Speaker 1: of small businesses with real human support. So visit justworks 189 00:09:33,160 --> 00:09:36,560 Speaker 1: dot com slash podcast to join the thousands of small 190 00:09:36,600 --> 00:09:40,239 Speaker 1: businesses that trust Just Works to take care of payroll, benefits, 191 00:09:40,400 --> 00:09:45,199 Speaker 1: compliance and more. Again, that's Justworks dot com slash podcasts. 192 00:09:46,640 --> 00:09:48,160 Speaker 1: And when we look at it like this, what we 193 00:09:48,160 --> 00:09:51,800 Speaker 1: can see going back to nineteen sixty six, here's nineteen 194 00:09:51,840 --> 00:09:55,080 Speaker 1: eighty five Plaza cords. We're all the way back up here. 195 00:09:55,120 --> 00:09:57,760 Speaker 1: Now we're not at the peak, we're not the peak 196 00:09:57,800 --> 00:10:00,840 Speaker 1: of the Plaza cords, but we're pretty dang high. All right. 197 00:10:00,920 --> 00:10:04,080 Speaker 1: This is the adjusted dollar amount per the BIS. So again, 198 00:10:04,320 --> 00:10:06,440 Speaker 1: this dotted line right here is more of the mean. 199 00:10:06,640 --> 00:10:08,840 Speaker 1: And what happens is when you go too far below, 200 00:10:08,960 --> 00:10:11,400 Speaker 1: you snap back above. When you go too high, you 201 00:10:11,440 --> 00:10:14,840 Speaker 1: snap back even further. And so we're due for correction 202 00:10:15,000 --> 00:10:18,080 Speaker 1: to the mean somewhere around here, somewhere from one ten 203 00:10:18,559 --> 00:10:22,720 Speaker 1: to ninety five twenty percent, sort of like the Plaza 204 00:10:22,880 --> 00:10:25,679 Speaker 1: Cord saw twenty five percent. So we're due for some 205 00:10:25,720 --> 00:10:27,920 Speaker 1: sort of a snap back back to here. This's what 206 00:10:27,920 --> 00:10:30,000 Speaker 1: Trump wants to do. Of giving you all the reasons 207 00:10:30,040 --> 00:10:32,959 Speaker 1: why that is a mean reversion, just getting is back 208 00:10:33,000 --> 00:10:35,320 Speaker 1: to the mean the historical standard. Now, typically mean reversion 209 00:10:35,320 --> 00:10:37,400 Speaker 1: would actually go too far, but just getting back to 210 00:10:37,440 --> 00:10:41,040 Speaker 1: that historical standard is about a twenty to thirty percent drop. Okay, 211 00:10:41,160 --> 00:10:43,760 Speaker 1: So now we understand that we understand the setup, we 212 00:10:43,840 --> 00:10:47,280 Speaker 1: understand the data, but do we understand the mechanism. So 213 00:10:47,440 --> 00:10:51,080 Speaker 1: the dollar versus global m to the global monetary supply, 214 00:10:51,440 --> 00:10:54,200 Speaker 1: we have to understand that there's an inverse correlation. When 215 00:10:54,200 --> 00:10:59,320 Speaker 1: the dollar gets weaker, the monetary system expands. That's why 216 00:10:59,360 --> 00:11:03,440 Speaker 1: asset prices go up. When the dollar gets stronger, currency 217 00:11:03,520 --> 00:11:07,040 Speaker 1: goes down. Asset prices go down. Dollar down equals global 218 00:11:07,080 --> 00:11:12,000 Speaker 1: money supply up. Deem dollarization. As nations are gooding away 219 00:11:12,000 --> 00:11:14,520 Speaker 1: from the dollar, putting more into gold, for example, that 220 00:11:14,640 --> 00:11:18,600 Speaker 1: only accelerates this process. Now, the problem for some people 221 00:11:18,600 --> 00:11:20,679 Speaker 1: who are not paying attention to this it's the problem 222 00:11:20,760 --> 00:11:24,800 Speaker 1: because inflation risks start taking off, the dollar gets weaker, 223 00:11:25,440 --> 00:11:29,120 Speaker 1: the money supply expands, asset prices start going higher, and 224 00:11:29,320 --> 00:11:32,760 Speaker 1: inflation starts rising. So people aren't prepared. They get wiped out. 225 00:11:32,800 --> 00:11:36,200 Speaker 1: The poor get poor unfortunately, but so do asset prices. 226 00:11:36,240 --> 00:11:38,240 Speaker 1: So for those of us that are investors and we 227 00:11:38,360 --> 00:11:41,280 Speaker 1: understand this, we can make way more money than we're 228 00:11:41,280 --> 00:11:44,680 Speaker 1: losing to inflation. That's our opportunity if we catch this. 229 00:11:44,679 --> 00:11:47,960 Speaker 1: This is the tide that lifts some boats. Not all 230 00:11:47,960 --> 00:11:50,400 Speaker 1: boats are gonna go up. Which boats are gonna go up, 231 00:11:50,480 --> 00:11:53,040 Speaker 1: Some go up faster than others. Let's model that out. Okay, 232 00:11:53,040 --> 00:11:56,320 Speaker 1: So when we think about asset prices are rising, so 233 00:11:56,400 --> 00:11:59,000 Speaker 1: as liquidity rises, as the water rushes in, so to speak, 234 00:11:59,000 --> 00:12:02,840 Speaker 1: the liquidity comes in. Asset prices go up like boats. However, 235 00:12:03,200 --> 00:12:05,920 Speaker 1: they don't all move at the the same speed. So 236 00:12:06,040 --> 00:12:07,800 Speaker 1: a smaller, lighter boat is going to move faster than 237 00:12:07,800 --> 00:12:10,640 Speaker 1: a big, heavy boat, for example. And so we understand 238 00:12:10,640 --> 00:12:13,560 Speaker 1: already I broke down. There's an inverse correlation to the dollar. 239 00:12:13,640 --> 00:12:16,319 Speaker 1: The dollar gets weaker, asset prices are going to go up. 240 00:12:16,920 --> 00:12:19,920 Speaker 1: But as I said, some assets are more sensitive to 241 00:12:20,120 --> 00:12:23,959 Speaker 1: liquidy coming in, some boats move faster. Here's a chart 242 00:12:24,120 --> 00:12:26,160 Speaker 1: that sort of breaks us down for us. So here 243 00:12:26,160 --> 00:12:28,760 Speaker 1: we go chart from bitwise. Here. The green lines here 244 00:12:28,800 --> 00:12:33,760 Speaker 1: are since twenty ten. We have the dark gray line 245 00:12:33,800 --> 00:12:38,000 Speaker 1: since twenty seventeen, and this blue line is since twenty twenty. 246 00:12:38,440 --> 00:12:41,000 Speaker 1: They're all about the same. We have Bitcoin right here, 247 00:12:41,120 --> 00:12:43,040 Speaker 1: and you can see it's moved up the fastest. It's 248 00:12:43,080 --> 00:12:45,440 Speaker 1: the fastest boat. Now you can see since twenty twenty, 249 00:12:45,480 --> 00:12:48,360 Speaker 1: it's been a faster rising boat. It's more sensitive liquidity 250 00:12:48,520 --> 00:12:50,720 Speaker 1: than it was in twenty seventeen or it was in 251 00:12:50,760 --> 00:12:54,960 Speaker 1: twenty ten. But in all these areas it was much faster, 252 00:12:55,080 --> 00:12:56,960 Speaker 1: a much faster boat than the s and P five hundred, 253 00:12:57,120 --> 00:12:59,760 Speaker 1: a much faster boat than the MSCI just a big basket, 254 00:13:00,040 --> 00:13:02,520 Speaker 1: and even much faster than gold. So these are all 255 00:13:02,559 --> 00:13:05,560 Speaker 1: the different assets, SMP five hundred, gold, Bitcoin, and this 256 00:13:05,640 --> 00:13:09,840 Speaker 1: shows the sensitivities or how fast they move as liquidy 257 00:13:09,920 --> 00:13:12,040 Speaker 1: rushes in. So if you want to run from a 258 00:13:12,120 --> 00:13:14,199 Speaker 1: rushing tide the tsunami is coming on shore, you want 259 00:13:14,200 --> 00:13:17,319 Speaker 1: to get into the fastest boat possible, and bitcoin shows 260 00:13:17,400 --> 00:13:19,680 Speaker 1: us that. Now we can also see, as I said, 261 00:13:19,720 --> 00:13:22,400 Speaker 1: like this is inversely correlated. So here's a chart of 262 00:13:22,440 --> 00:13:26,480 Speaker 1: the dollar index and the global wannetary supply inverted. So 263 00:13:26,559 --> 00:13:29,000 Speaker 1: we can see is the global monetary supply is inversely 264 00:13:29,040 --> 00:13:32,160 Speaker 1: correlated with the changes in the dollars. So what we 265 00:13:32,200 --> 00:13:35,040 Speaker 1: can see here the green is the dollar index and 266 00:13:35,080 --> 00:13:37,679 Speaker 1: the black line is the global money supply. So when 267 00:13:37,679 --> 00:13:41,480 Speaker 1: the dollar index goes down, this goes up. Right when 268 00:13:41,520 --> 00:13:44,760 Speaker 1: this goes down, this goes up. So we can overlay 269 00:13:44,760 --> 00:13:48,040 Speaker 1: the charts to understand where these are coming. So let 270 00:13:48,040 --> 00:13:50,560 Speaker 1: me show you what this looks like, all right, so 271 00:13:51,400 --> 00:13:54,560 Speaker 1: we can see when we overlay now the global money 272 00:13:54,559 --> 00:13:57,120 Speaker 1: supply with asset prices. So this is the global on 273 00:13:57,160 --> 00:14:00,000 Speaker 1: to supply in green with the bitcoin price in black, 274 00:14:00,440 --> 00:14:02,680 Speaker 1: and it's adjusted for a three month lag. If you 275 00:14:02,679 --> 00:14:04,920 Speaker 1: watch my videos regularly, you understand I talk about the 276 00:14:04,920 --> 00:14:06,560 Speaker 1: global equidy all the time and how there's about a 277 00:14:06,559 --> 00:14:08,800 Speaker 1: three month lag. I'll put a link to a video 278 00:14:08,880 --> 00:14:11,560 Speaker 1: down below that sort of breaks that down in more detail. Now, 279 00:14:11,600 --> 00:14:13,080 Speaker 1: what we can see a just a four to three 280 00:14:13,080 --> 00:14:16,560 Speaker 1: month lag is that these move almost in lock step. 281 00:14:16,880 --> 00:14:19,080 Speaker 1: What we can see is that here the global money 282 00:14:19,080 --> 00:14:23,960 Speaker 1: supply has taken off. Bitcoin is just trying to start 283 00:14:24,000 --> 00:14:28,280 Speaker 1: catching up, but it hasn't all the way. So looking 284 00:14:28,320 --> 00:14:30,680 Speaker 1: at these charts, where do you think it goes next? Well, 285 00:14:30,840 --> 00:14:34,240 Speaker 1: I think it seems pretty obvious. Now. Another factor is 286 00:14:34,240 --> 00:14:36,600 Speaker 1: that what we can see when we map out the 287 00:14:36,640 --> 00:14:40,920 Speaker 1: global money supply moves the Dollar index strength compared to 288 00:14:40,960 --> 00:14:43,720 Speaker 1: an asset that's very sensitive to liquidity like bitcoin. What 289 00:14:43,800 --> 00:14:45,960 Speaker 1: we can see is a chart like this that when 290 00:14:46,000 --> 00:14:48,280 Speaker 1: Bitcoin moves and it's let's let's break it down to 291 00:14:48,360 --> 00:14:52,880 Speaker 1: eighty twenty. When it's the top twenty percent strongest move 292 00:14:52,920 --> 00:14:56,080 Speaker 1: in the dollar index with the bottom twenty move on 293 00:14:56,120 --> 00:14:59,800 Speaker 1: the dollar index, Bitcoin has its strongest moves and so 294 00:15:00,000 --> 00:15:02,840 Speaker 1: but if the US dollar gets very very weak, very quickly, 295 00:15:03,200 --> 00:15:06,760 Speaker 1: Bitcoin moves even faster. If the US dollar gets very strong, 296 00:15:06,920 --> 00:15:11,040 Speaker 1: very quickly, then Bitcoin draws down even faster. But what's 297 00:15:11,080 --> 00:15:15,520 Speaker 1: the policy of the marlogo chords to weaken it? How much? 298 00:15:15,680 --> 00:15:18,440 Speaker 1: Well it should revert to the mean, which could be 299 00:15:18,440 --> 00:15:20,640 Speaker 1: twenty or thirty percent. How much did it happened last time? 300 00:15:21,120 --> 00:15:24,280 Speaker 1: Twenty five percent. That's an extremely fast move, which means 301 00:15:24,320 --> 00:15:27,960 Speaker 1: we might expect bitcoin to move extremely fast in the 302 00:15:28,000 --> 00:15:31,360 Speaker 1: other direction. If that makes sense. Okay, Now let's try 303 00:15:31,360 --> 00:15:33,040 Speaker 1: to model that out a little bit now that we've 304 00:15:33,080 --> 00:15:35,560 Speaker 1: sort of built that house of cards, if we model move, 305 00:15:35,640 --> 00:15:39,480 Speaker 1: so if the US dollar is overvalued by twenty to 306 00:15:39,520 --> 00:15:42,400 Speaker 1: thirty percent, and again this is a chart from the BIS, 307 00:15:42,440 --> 00:15:44,800 Speaker 1: the Bank of International Settlements. They're the central bank of 308 00:15:44,800 --> 00:15:47,760 Speaker 1: all central banks. So if it could revert to the 309 00:15:47,840 --> 00:15:51,160 Speaker 1: mean right here again, it'll probably snap past and come back. 310 00:15:51,320 --> 00:15:53,280 Speaker 1: But if it just comes back to the mean, we're 311 00:15:53,280 --> 00:15:56,200 Speaker 1: looking at a twenty to thirty percent drop. It went 312 00:15:56,240 --> 00:15:59,640 Speaker 1: down twenty five percent in the coordinated fashion after the Marrologocords. 313 00:16:00,040 --> 00:16:02,200 Speaker 1: Maybe it goes down ten or fifteen percent. We don't know. 314 00:16:02,280 --> 00:16:06,040 Speaker 1: But what we do know from mapping these things out 315 00:16:06,080 --> 00:16:09,840 Speaker 1: is that for every ten point drop in the dollar index, 316 00:16:10,520 --> 00:16:13,600 Speaker 1: we get a two to four x in bitcoin. There's 317 00:16:13,600 --> 00:16:16,600 Speaker 1: a range. Typically bitcoin we move two to four times 318 00:16:16,800 --> 00:16:18,880 Speaker 1: for every ten percent drop. Okay, so if we put 319 00:16:18,920 --> 00:16:22,120 Speaker 1: this math together, Bitcoin's sitting at about one hundred thousand 320 00:16:22,200 --> 00:16:24,720 Speaker 1: right now, ninety three, ninety five, ninety seven, somewhere in 321 00:16:24,720 --> 00:16:26,440 Speaker 1: that range, call it one hundred thousand, And let's say 322 00:16:26,440 --> 00:16:29,000 Speaker 1: we get a twenty percent decline in the dollar index. 323 00:16:29,520 --> 00:16:32,720 Speaker 1: Then we multiply that times a four or eight times 324 00:16:32,800 --> 00:16:36,680 Speaker 1: move well, y four eight because we get two to 325 00:16:36,720 --> 00:16:40,480 Speaker 1: four for every ten, so ten would be twenty so 326 00:16:40,640 --> 00:16:42,760 Speaker 1: a four eight times move. So that would mean I'm 327 00:16:42,760 --> 00:16:44,480 Speaker 1: not real good at math. That's why I use general numbers. 328 00:16:44,920 --> 00:16:51,520 Speaker 1: One hundred thousand times four equals four hundred k. One 329 00:16:51,640 --> 00:16:56,160 Speaker 1: hundred thousand times eight equals eight hundred thousand K. So 330 00:16:56,280 --> 00:16:59,560 Speaker 1: if we see liquidity the dollar index devalued by twenty 331 00:16:59,600 --> 00:17:02,560 Speaker 1: percent like has been history, like would be the reversion 332 00:17:02,560 --> 00:17:05,680 Speaker 1: to the mean. This could be a potential catalyst that 333 00:17:05,680 --> 00:17:07,560 Speaker 1: we could see bitcoin move up to this level. Then 334 00:17:08,000 --> 00:17:09,639 Speaker 1: we can add in other things on top of that, 335 00:17:09,680 --> 00:17:14,640 Speaker 1: for example, massive ETF flows coming into bitcoin, having cycles 336 00:17:14,680 --> 00:17:17,680 Speaker 1: come into play, sovereign adoption like the United States strategic 337 00:17:17,680 --> 00:17:21,480 Speaker 1: Bitcoin reserve, other nations doing their own bitcoin reserve. So 338 00:17:21,520 --> 00:17:24,360 Speaker 1: then we start to add other things that even compound 339 00:17:24,480 --> 00:17:27,520 Speaker 1: onto this, and then all of a sudden start to 340 00:17:27,560 --> 00:17:31,800 Speaker 1: realize which one is the fastest vote. Now, this is 341 00:17:31,880 --> 00:17:35,120 Speaker 1: again another chart here from the BIS, again the Bank 342 00:17:35,119 --> 00:17:37,240 Speaker 1: of the National Settlements, and what they're doing here is 343 00:17:37,320 --> 00:17:40,480 Speaker 1: predicting the US dollar performance over the next five years. 344 00:17:41,400 --> 00:17:45,159 Speaker 1: And do you see this line going down? This is 345 00:17:45,200 --> 00:17:47,919 Speaker 1: what the BIS is planning for. This is what the 346 00:17:47,960 --> 00:17:50,720 Speaker 1: policy of the Trump administration is, and this is most 347 00:17:50,840 --> 00:17:54,679 Speaker 1: likely where the world is going. Okay, so where are 348 00:17:54,680 --> 00:17:58,800 Speaker 1: we at. We understand that we're going through a monetary reset. 349 00:18:00,119 --> 00:18:03,280 Speaker 1: It's not that uncommon. This is what presidents do. Several 350 00:18:03,320 --> 00:18:07,240 Speaker 1: presidents have done this in the past. Nineteen thirteen, nineteen 351 00:18:07,280 --> 00:18:11,120 Speaker 1: forty four, nineteen seventy one, nineteen eighty five, and here 352 00:18:11,160 --> 00:18:14,399 Speaker 1: we are twenty twenty five. That's happening again. We're living 353 00:18:14,440 --> 00:18:18,399 Speaker 1: through history of monetary reset. The reset happens and we 354 00:18:18,400 --> 00:18:21,520 Speaker 1: get something new. There's one thing they have in common. 355 00:18:22,160 --> 00:18:24,959 Speaker 1: There's a new system. Those of them who those of 356 00:18:25,000 --> 00:18:28,320 Speaker 1: you who don't see that new system and move, then 357 00:18:28,359 --> 00:18:30,840 Speaker 1: you get left behind those who do see the changes 358 00:18:31,040 --> 00:18:32,560 Speaker 1: and move to get in front of that, to front 359 00:18:32,600 --> 00:18:36,400 Speaker 1: run that benefit the most. It's not a crash, it's 360 00:18:36,400 --> 00:18:39,800 Speaker 1: a transition into a new system. Now. The tariffs that 361 00:18:39,840 --> 00:18:42,879 Speaker 1: we see all over the news are leverage. It's not 362 00:18:42,880 --> 00:18:45,920 Speaker 1: about good, it's not about manufacturing. It's leveraged to devalue 363 00:18:45,920 --> 00:18:50,080 Speaker 1: the dollar for the entire monetary system. The Maralogo chords 364 00:18:50,119 --> 00:18:53,680 Speaker 1: that you hear about ultimately is about bringing the dollar down, 365 00:18:53,800 --> 00:18:56,600 Speaker 1: just like we saw in the Paris accords, and that's 366 00:18:56,640 --> 00:18:59,560 Speaker 1: not a bug. People think the dollar's strength has to 367 00:18:59,560 --> 00:19:01,560 Speaker 1: be its feet. It's not. Bring it down is not 368 00:19:01,600 --> 00:19:03,600 Speaker 1: a bug. It's the plan. It is the feature to 369 00:19:03,680 --> 00:19:07,240 Speaker 1: bring the dollar down through these negotiations. And in that 370 00:19:07,359 --> 00:19:09,879 Speaker 1: we understand that as the dollar goes down, global equity 371 00:19:09,920 --> 00:19:12,399 Speaker 1: goes up. We want to move into assets, and different 372 00:19:12,400 --> 00:19:15,840 Speaker 1: assets float at different rates, and bitcoin moves the fastest. 373 00:19:16,080 --> 00:19:18,919 Speaker 1: It's not just a hedge anymore. It is what we 374 00:19:18,960 --> 00:19:22,120 Speaker 1: call the global life raft. Now we also understand that 375 00:19:22,160 --> 00:19:25,479 Speaker 1: in context of these fifty year quantum wave cycles, and 376 00:19:25,560 --> 00:19:28,240 Speaker 1: this would also tell us that the only place to 377 00:19:28,280 --> 00:19:31,000 Speaker 1: invest right now is right here, which is the convergence 378 00:19:31,040 --> 00:19:33,520 Speaker 1: of bitcoin and AI. Of course, just don't wonder that's 379 00:19:33,520 --> 00:19:35,960 Speaker 1: where all the money is going. That's why I study 380 00:19:36,000 --> 00:19:39,359 Speaker 1: these cycles in great detail. There's four distinct phases that 381 00:19:39,400 --> 00:19:41,600 Speaker 1: you want to invest through in this cycle. If you 382 00:19:41,600 --> 00:19:43,239 Speaker 1: want us to break all that down so you can 383 00:19:43,320 --> 00:19:45,639 Speaker 1: understand what the blueprint is so you can invest along, 384 00:19:45,960 --> 00:19:47,520 Speaker 1: come hang up with me live next week. We'll break 385 00:19:47,560 --> 00:19:49,159 Speaker 1: it all down and go through all the charts, all 386 00:19:49,200 --> 00:19:50,760 Speaker 1: the graphs. We'll do a live Q and A so 387 00:19:50,800 --> 00:19:53,320 Speaker 1: you can understand how to apply it to your own portfolio. 388 00:19:54,160 --> 00:19:55,760 Speaker 1: But if you really want to understand more about the 389 00:19:55,800 --> 00:19:58,440 Speaker 1: morroologal cording where those going, you probably want to watch 390 00:19:58,480 --> 00:20:00,840 Speaker 1: this whole video right here, where I break it down 391 00:20:00,840 --> 00:20:03,000 Speaker 1: in more detail, and I hope to see you over there.