Speaker 1: While the media tells you that markets are crashing and
Speaker 1: global trade is unraveling. What if I told you that
Speaker 1: chaos isn't a failure, but a master strategy, not to
Speaker 1: save the system, but to reset it. Now, here's the thing.
Speaker 1: A reset means there's a new system coming. Now. Most
Speaker 1: people will be completely blindsided by this, but for those
Speaker 1: of us who see it coming, who understand it and
Speaker 1: position early, this could be the biggest wealth transfer opportunity
Speaker 1: in the last fifty years. I'm Mark Moss. I've built
Speaker 1: and sold multiple companies through three boom and bus markets.
Speaker 1: I've studied every major monetary reset in history, and in
Speaker 1: this video, I'm going to show you what's really happening
Speaker 1: behind the headlines and what comes next, and what you
Speaker 1: can do to stay ahead of it. So let's go
Speaker 1: all right, So we're talking about the next reset. Now,
Speaker 1: if you know your computer is not working properly, it's
Speaker 1: too slow, you can reset it. A video game, you
Speaker 1: can reset it. You're basically starting a new game, right,
Speaker 1: You're starting a new one. And so on the other
Speaker 1: side of the reset is something new, a new system.
Speaker 1: I've been talking about this quite a lot because for me,
Speaker 1: I think It's amazing that we are alive right now
Speaker 1: for when history books were written. You know, I talk
Speaker 1: a lot about history, So we talk about nineteen thirteen,
Speaker 1: the creation of the Federal Reserve in nineteen forty four,
Speaker 1: Brettwoods Agreement, nineteen seventy one, the Nixon Shock, nineteen eighty five,
Speaker 1: Plaza Accord, and now we have a new one. Now
Speaker 1: this is all around Trump's tariffs, but really what is
Speaker 1: he using the tariffs for. I've done a bunch of
Speaker 1: videos if you want to go deep on that, I'll
Speaker 1: link to them down the show description down below, because
Speaker 1: I'm not going to go back through all of that.
Speaker 1: But ultimately, the end goal is not tariffs. The end
Speaker 1: goal isn't even to bring manufacturing back to the United States.
Speaker 1: It's not rebalancing trade. It's about something called the mar
Speaker 1: Alago Accords now accords being like the Plaza Accords from
Speaker 1: nineteen eighty five, which was a globally coordinated event that
Speaker 1: allowed the US to devalue the dollar. Okay, so mar
Speaker 1: Alogo Accords. Again, We'll link to the videos that I've
Speaker 1: done on all these things down below if you want
Speaker 1: to go deeper. So it's really a modern day Plaza accord.
Speaker 1: That's really what's happening. Now, What does that mean? Let
Speaker 1: me give you the cliff notes of that. Okay, The
Speaker 1: Marologo Accord is a blueprint, a plan to recreate the
Speaker 1: Plaza Accord that happened in nineteen eighty five. It's an
Speaker 1: intervention designed to correct the US trade deficit through deliberate
Speaker 1: dollar weakening. Okay, listen to that deliberate dollar weakening. Why
Speaker 1: the strong US dollar continues to make American exports less competitive?
Speaker 1: How can we balance trade when exports are too competitive,
Speaker 1: too expensive? Right, and poses a major obstacle to reshoring
Speaker 1: manufacturing and rebalancing trade. So again, the tariffs are a
Speaker 1: way to help get the rebalancing trade and help to
Speaker 1: re onshore. But the ultimate goal is then to get
Speaker 1: that through these mariolog coords, which allow the US to
Speaker 1: devalue the currency. Mirran's blueprint will come back to mirror
Speaker 1: in a second. Mirran's blueprint for a week dollar policy
Speaker 1: attempt to retro actual fit economic theory into Trump's tariff
Speaker 1: first agenda. So the tariffs are the first thing we
Speaker 1: need to do to trigger the rest of this. We'll
Speaker 1: break that down a minute underline fundamentals point to further
Speaker 1: dollar weakness again, dollar weakness, dollar weakness, dollar weakness to
Speaker 1: make the exports, to make US manufacturing more competitive, an
Speaker 1: additional three to five percent, So three to five percent
Speaker 1: more weakness than the US dollar. I think it's more
Speaker 1: than that. We'll come back to that. If elements of
Speaker 1: the Marlago playbook are initiated, they already are further downside
Speaker 1: pressure on the dollar could form. It already is. I'm
Speaker 1: going to show you just how far the dollar could
Speaker 1: go down and what that ultimately means. I'm going to
Speaker 1: map it out as prediction, predictions, projections of price. It's
Speaker 1: going to be super fun. But back to Miran, So
Speaker 1: he wrote this paper before Trump was elected president. This
Speaker 1: is a Hudson Bay Capital and it's a user's guide
Speaker 1: to restructuring the global trading system. It's a great report.
Speaker 1: I recommend you go read it if you want to
Speaker 1: dig into the weeds on this. And basically before Trump
Speaker 1: even became president, he laid out the entire process and
Speaker 1: he coined the term marl logo chords. This is where
Speaker 1: it came from. And he just happens to be Trump's
Speaker 1: economic advisor today. And we just happened to be doing
Speaker 1: the steps that were laid out in this paper. So
Speaker 1: if you want to know where things are going, you
Speaker 1: just got to read this because this is exactly what's
Speaker 1: going on. Well, if we know what's going on and
Speaker 1: what the paper says and where things are going, then
Speaker 1: what happens next? Don't you want to know? Well stick around,
Speaker 1: let's break that down. Okay. So first of all, we
Speaker 1: understand that history rhymes cause and effect. If you do
Speaker 1: about the same things, you get about the same results. Right,
Speaker 1: not always exactly, but about the same. So in nineteen
Speaker 1: forty four about it. About eighty years ago, I talked
Speaker 1: about these eighty year financial revolution cycles. About eighty years ago,
Speaker 1: the world got together and agreed on a new monetary
Speaker 1: system nineteen oops, nineteen eighty five, the Plaza Chord, not
Speaker 1: the whole world, most of the big country of the
Speaker 1: world got together and again agreed to a new global
Speaker 1: monetary system that would allow the US dollar to devalue itself.
Speaker 1: The parallel to now is sort of the same thing.
Speaker 1: US debt is unpayable, the deficits are too big, the
Speaker 1: debt in conracers are too big, debt to GDP. It's
Speaker 1: unpayable at current rates, so we need to bring that down.
Speaker 1: Competitiveness in the United States is collapsing, so Trump wants
Speaker 1: to fix that. So this is the plan. We have
Speaker 1: to go back and run the same playbook to in
Speaker 1: order to fix those things. Okay, now, real quick, I
Speaker 1: don't want to rehash a bunch of old data, but
Speaker 1: just so you can understand the Plaza Chords as it's
Speaker 1: relevant to this video. We can understand that the Plaza
Speaker 1: Accord was meant to push down the US dollar. That's
Speaker 1: the key mechanism I want you to key onto. That's
Speaker 1: what it was intended to do, push down the US dollar.
Speaker 1: All parties, the countries that were in the Plaza coord
Speaker 1: agreed to directly intervene in currency markets. They were all
Speaker 1: going to intervene in their own currency markets to allow
Speaker 1: this to happen to correct current account imbalances, trade and
Speaker 1: balances sound familiar. Leading up to the Plaza Accord, the
Speaker 1: US dollar had appreciated by forty seven point nine percent,
Speaker 1: so the US dollars getting way too strong. It was
Speaker 1: like a wrecking ball throughout the rest of the world.
Speaker 1: That put pressure on the US manufacturing industry because it
Speaker 1: made imported goods relatively cheaper. So it was so cheap
Speaker 1: to import, but it was way too expensive to export.
Speaker 1: Trade and balances were off. The dollar was too strong.
Speaker 1: Let's get together, Let's weaken the dollar. Do you understand
Speaker 1: the mechanism that we're talking about here? Fast? Fact, after
Speaker 1: the Plaza cord happened, the dollar depreciated went down by
Speaker 1: as much as twenty five point six nine percent in
Speaker 1: two years that followed twenty five percent. Remember that number,
Speaker 1: because we're going to come back and project out where
Speaker 1: maybe asset prices could go. Okay, it went down twenty
Speaker 1: five percent, all right? Now, by before I tell you,
Speaker 1: by the dollar being so strong is such a problem.
Speaker 1: It's wrecking the economy. Talking about history and rhyming, we
Speaker 1: know that about every fifty years, for the last three hundred,
Speaker 1: about every fifty years, we have this technological wave called
Speaker 1: the quantum wave, and it gives us a once in
Speaker 1: a generation buying opportunity for assets if you know exactly
Speaker 1: what to buy. I'm going to break that whole process down,
Speaker 1: the quantum wave fifty year cycle, how it's a repeatable,
Speaker 1: four step process, and how it shows us exactly what
Speaker 1: accets to buy through each step. It's about one hundred charts.
Speaker 1: We'll through it all live. We're going to hang out.
Speaker 1: We'll do live Q and A so you can understand
Speaker 1: exactly how to apply what we're teaching to your own portfolio,
Speaker 1: so you can take advantage of what's coming. It's all free.
Speaker 1: There's a link down below. Come hang out with me.
Speaker 1: But let's talk about now why the US dollar getting
Speaker 1: strong is wrecking the whole economy. So really, what we're seeing,
Speaker 1: just like Plazacord, just like the other interventions, is a
Speaker 1: strong dollar crisis. The US dollar got its guns out.
Speaker 1: It's way too strong. It's overvalued, which again same thing
Speaker 1: as before, makes it too cheap and easy to import
Speaker 1: and too hard and expensive to export. The US dollars overvalued. Now,
Speaker 1: what we can see if we look at the Dixie
Speaker 1: the Dollar Index, where it measures the US dollar against
Speaker 1: a basket of other currencies, we're right around here, around
Speaker 1: one hundred. Now, that's right here, and it's nowhere near
Speaker 1: as high as we were in nineteen eighty five at
Speaker 1: the Plaza Cord. So a lot of people like, no,
Speaker 1: there's no way that this is going to happen. The
Speaker 1: dollars not as strong as it was during the Plausa chords.
Speaker 1: I think that's taken the wrong view. I'm gonna show
Speaker 1: you another charge. But let's just say that maybe this
Speaker 1: might be sort of more or maybe maybe ninety maybe nineties,
Speaker 1: like a historic range that we're in. Maybe eighty eight
Speaker 1: eighty ninety that might be a more historic range. So
Speaker 1: maybe we're a little overheated, assuming that they take out
Speaker 1: this outlier, So that'd bring us down from one hundred
Speaker 1: down to ninety a ten percent drop, maybe down to
Speaker 1: eighty five or fifteen percent drop. Okay, remember those numbers.
Speaker 1: We're gonna come back to that. But the reason why
Speaker 1: that chart is a little bit off is because it
Speaker 1: doesn't take into account other things like purchasing power, parody,
Speaker 1: other things like that. So here here's a chart from
Speaker 1: the BIS, the Bureau of International Settlements. This is the
Speaker 1: US dollar real effective the real effective exchange rate, So
Speaker 1: this is like inflation adjusted. A small business owner, are
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Speaker 1: And when we look at it like this, what we
Speaker 1: can see going back to nineteen sixty six, here's nineteen
Speaker 1: eighty five Plaza cords. We're all the way back up here.
Speaker 1: Now we're not at the peak, we're not the peak
Speaker 1: of the Plaza cords, but we're pretty dang high. All right.
Speaker 1: This is the adjusted dollar amount per the BIS. So again,
Speaker 1: this dotted line right here is more of the mean.
Speaker 1: And what happens is when you go too far below,
Speaker 1: you snap back above. When you go too high, you
Speaker 1: snap back even further. And so we're due for correction
Speaker 1: to the mean somewhere around here, somewhere from one ten
Speaker 1: to ninety five twenty percent, sort of like the Plaza
Speaker 1: Cord saw twenty five percent. So we're due for some
Speaker 1: sort of a snap back back to here. This's what
Speaker 1: Trump wants to do. Of giving you all the reasons
Speaker 1: why that is a mean reversion, just getting is back
Speaker 1: to the mean the historical standard. Now, typically mean reversion
Speaker 1: would actually go too far, but just getting back to
Speaker 1: that historical standard is about a twenty to thirty percent drop. Okay,
Speaker 1: So now we understand that we understand the setup, we
Speaker 1: understand the data, but do we understand the mechanism. So
Speaker 1: the dollar versus global m to the global monetary supply,
Speaker 1: we have to understand that there's an inverse correlation. When
Speaker 1: the dollar gets weaker, the monetary system expands. That's why
Speaker 1: asset prices go up. When the dollar gets stronger, currency
Speaker 1: goes down. Asset prices go down. Dollar down equals global
Speaker 1: money supply up. Deem dollarization. As nations are gooding away
Speaker 1: from the dollar, putting more into gold, for example, that
Speaker 1: only accelerates this process. Now, the problem for some people
Speaker 1: who are not paying attention to this it's the problem
Speaker 1: because inflation risks start taking off, the dollar gets weaker,
Speaker 1: the money supply expands, asset prices start going higher, and
Speaker 1: inflation starts rising. So people aren't prepared. They get wiped out.
Speaker 1: The poor get poor unfortunately, but so do asset prices.
Speaker 1: So for those of us that are investors and we
Speaker 1: understand this, we can make way more money than we're
Speaker 1: losing to inflation. That's our opportunity if we catch this.
Speaker 1: This is the tide that lifts some boats. Not all
Speaker 1: boats are gonna go up. Which boats are gonna go up,
Speaker 1: Some go up faster than others. Let's model that out. Okay,
Speaker 1: So when we think about asset prices are rising, so
Speaker 1: as liquidity rises, as the water rushes in, so to speak,
Speaker 1: the liquidity comes in. Asset prices go up like boats. However,
Speaker 1: they don't all move at the the same speed. So
Speaker 1: a smaller, lighter boat is going to move faster than
Speaker 1: a big, heavy boat, for example. And so we understand
Speaker 1: already I broke down. There's an inverse correlation to the dollar.
Speaker 1: The dollar gets weaker, asset prices are going to go up.
Speaker 1: But as I said, some assets are more sensitive to
Speaker 1: liquidy coming in, some boats move faster. Here's a chart
Speaker 1: that sort of breaks us down for us. So here
Speaker 1: we go chart from bitwise. Here. The green lines here
Speaker 1: are since twenty ten. We have the dark gray line
Speaker 1: since twenty seventeen, and this blue line is since twenty twenty.
Speaker 1: They're all about the same. We have Bitcoin right here,
Speaker 1: and you can see it's moved up the fastest. It's
Speaker 1: the fastest boat. Now you can see since twenty twenty,
Speaker 1: it's been a faster rising boat. It's more sensitive liquidity
Speaker 1: than it was in twenty seventeen or it was in
Speaker 1: twenty ten. But in all these areas it was much faster,
Speaker 1: a much faster boat than the s and P five hundred,
Speaker 1: a much faster boat than the MSCI just a big basket,
Speaker 1: and even much faster than gold. So these are all
Speaker 1: the different assets, SMP five hundred, gold, Bitcoin, and this
Speaker 1: shows the sensitivities or how fast they move as liquidy
Speaker 1: rushes in. So if you want to run from a
Speaker 1: rushing tide the tsunami is coming on shore, you want
Speaker 1: to get into the fastest boat possible, and bitcoin shows
Speaker 1: us that. Now we can also see, as I said,
Speaker 1: like this is inversely correlated. So here's a chart of
Speaker 1: the dollar index and the global wannetary supply inverted. So
Speaker 1: we can see is the global monetary supply is inversely
Speaker 1: correlated with the changes in the dollars. So what we
Speaker 1: can see here the green is the dollar index and
Speaker 1: the black line is the global money supply. So when
Speaker 1: the dollar index goes down, this goes up. Right when
Speaker 1: this goes down, this goes up. So we can overlay
Speaker 1: the charts to understand where these are coming. So let
Speaker 1: me show you what this looks like, all right, so
Speaker 1: we can see when we overlay now the global money
Speaker 1: supply with asset prices. So this is the global on
Speaker 1: to supply in green with the bitcoin price in black,
Speaker 1: and it's adjusted for a three month lag. If you
Speaker 1: watch my videos regularly, you understand I talk about the
Speaker 1: global equidy all the time and how there's about a
Speaker 1: three month lag. I'll put a link to a video
Speaker 1: down below that sort of breaks that down in more detail. Now,
Speaker 1: what we can see a just a four to three
Speaker 1: month lag is that these move almost in lock step.
Speaker 1: What we can see is that here the global money
Speaker 1: supply has taken off. Bitcoin is just trying to start
Speaker 1: catching up, but it hasn't all the way. So looking
Speaker 1: at these charts, where do you think it goes next? Well,
Speaker 1: I think it seems pretty obvious. Now. Another factor is
Speaker 1: that what we can see when we map out the
Speaker 1: global money supply moves the Dollar index strength compared to
Speaker 1: an asset that's very sensitive to liquidity like bitcoin. What
Speaker 1: we can see is a chart like this that when
Speaker 1: Bitcoin moves and it's let's let's break it down to
Speaker 1: eighty twenty. When it's the top twenty percent strongest move
Speaker 1: in the dollar index with the bottom twenty move on
Speaker 1: the dollar index, Bitcoin has its strongest moves and so
Speaker 1: but if the US dollar gets very very weak, very quickly,
Speaker 1: Bitcoin moves even faster. If the US dollar gets very strong,
Speaker 1: very quickly, then Bitcoin draws down even faster. But what's
Speaker 1: the policy of the marlogo chords to weaken it? How much?
Speaker 1: Well it should revert to the mean, which could be
Speaker 1: twenty or thirty percent. How much did it happened last time?
Speaker 1: Twenty five percent. That's an extremely fast move, which means
Speaker 1: we might expect bitcoin to move extremely fast in the
Speaker 1: other direction. If that makes sense. Okay, Now let's try
Speaker 1: to model that out a little bit now that we've
Speaker 1: sort of built that house of cards, if we model move,
Speaker 1: so if the US dollar is overvalued by twenty to
Speaker 1: thirty percent, and again this is a chart from the BIS,
Speaker 1: the Bank of International Settlements. They're the central bank of
Speaker 1: all central banks. So if it could revert to the
Speaker 1: mean right here again, it'll probably snap past and come back.
Speaker 1: But if it just comes back to the mean, we're
Speaker 1: looking at a twenty to thirty percent drop. It went
Speaker 1: down twenty five percent in the coordinated fashion after the Marrologocords.
Speaker 1: Maybe it goes down ten or fifteen percent. We don't know.
Speaker 1: But what we do know from mapping these things out
Speaker 1: is that for every ten point drop in the dollar index,
Speaker 1: we get a two to four x in bitcoin. There's
Speaker 1: a range. Typically bitcoin we move two to four times
Speaker 1: for every ten percent drop. Okay, so if we put
Speaker 1: this math together, Bitcoin's sitting at about one hundred thousand
Speaker 1: right now, ninety three, ninety five, ninety seven, somewhere in
Speaker 1: that range, call it one hundred thousand, And let's say
Speaker 1: we get a twenty percent decline in the dollar index.
Speaker 1: Then we multiply that times a four or eight times
Speaker 1: move well, y four eight because we get two to
Speaker 1: four for every ten, so ten would be twenty so
Speaker 1: a four eight times move. So that would mean I'm
Speaker 1: not real good at math. That's why I use general numbers.
Speaker 1: One hundred thousand times four equals four hundred k. One
Speaker 1: hundred thousand times eight equals eight hundred thousand K. So
Speaker 1: if we see liquidity the dollar index devalued by twenty
Speaker 1: percent like has been history, like would be the reversion
Speaker 1: to the mean. This could be a potential catalyst that
Speaker 1: we could see bitcoin move up to this level. Then
Speaker 1: we can add in other things on top of that,
Speaker 1: for example, massive ETF flows coming into bitcoin, having cycles
Speaker 1: come into play, sovereign adoption like the United States strategic
Speaker 1: Bitcoin reserve, other nations doing their own bitcoin reserve. So
Speaker 1: then we start to add other things that even compound
Speaker 1: onto this, and then all of a sudden start to
Speaker 1: realize which one is the fastest vote. Now, this is
Speaker 1: again another chart here from the BIS, again the Bank
Speaker 1: of the National Settlements, and what they're doing here is
Speaker 1: predicting the US dollar performance over the next five years.
Speaker 1: And do you see this line going down? This is
Speaker 1: what the BIS is planning for. This is what the
Speaker 1: policy of the Trump administration is, and this is most
Speaker 1: likely where the world is going. Okay, so where are
Speaker 1: we at. We understand that we're going through a monetary reset.
Speaker 1: It's not that uncommon. This is what presidents do. Several
Speaker 1: presidents have done this in the past. Nineteen thirteen, nineteen
Speaker 1: forty four, nineteen seventy one, nineteen eighty five, and here
Speaker 1: we are twenty twenty five. That's happening again. We're living
Speaker 1: through history of monetary reset. The reset happens and we
Speaker 1: get something new. There's one thing they have in common.
Speaker 1: There's a new system. Those of them who those of
Speaker 1: you who don't see that new system and move, then
Speaker 1: you get left behind those who do see the changes
Speaker 1: and move to get in front of that, to front
Speaker 1: run that benefit the most. It's not a crash, it's
Speaker 1: a transition into a new system. Now. The tariffs that
Speaker 1: we see all over the news are leverage. It's not
Speaker 1: about good, it's not about manufacturing. It's leveraged to devalue
Speaker 1: the dollar for the entire monetary system. The Maralogo chords
Speaker 1: that you hear about ultimately is about bringing the dollar down,
Speaker 1: just like we saw in the Paris accords, and that's
Speaker 1: not a bug. People think the dollar's strength has to
Speaker 1: be its feet. It's not. Bring it down is not
Speaker 1: a bug. It's the plan. It is the feature to
Speaker 1: bring the dollar down through these negotiations. And in that
Speaker 1: we understand that as the dollar goes down, global equity
Speaker 1: goes up. We want to move into assets, and different
Speaker 1: assets float at different rates, and bitcoin moves the fastest.
Speaker 1: It's not just a hedge anymore. It is what we
Speaker 1: call the global life raft. Now we also understand that
Speaker 1: in context of these fifty year quantum wave cycles, and
Speaker 1: this would also tell us that the only place to
Speaker 1: invest right now is right here, which is the convergence
Speaker 1: of bitcoin and AI. Of course, just don't wonder that's
Speaker 1: where all the money is going. That's why I study
Speaker 1: these cycles in great detail. There's four distinct phases that
Speaker 1: you want to invest through in this cycle. If you
Speaker 1: want us to break all that down so you can
Speaker 1: understand what the blueprint is so you can invest along,
Speaker 1: come hang up with me live next week. We'll break
Speaker 1: it all down and go through all the charts, all
Speaker 1: the graphs. We'll do a live Q and A so
Speaker 1: you can understand how to apply it to your own portfolio.
Speaker 1: But if you really want to understand more about the
Speaker 1: morroologal cording where those going, you probably want to watch
Speaker 1: this whole video right here, where I break it down
Speaker 1: in more detail, and I hope to see you over there.