“The U.S. dollar is likely to go down 25 to 50% over the next five years,” says Marko Papic, Chief Strategist at BCA Research. He tells Daniela Cambone that the driving force behind this decline is less about the loss of reserve currency status and more about fading U.S. economic outperformance. Papic also points out that Trump’s tax cuts bill “does not add to growth in any way, shape, or form” and warns, “Expectations of U.S. growth are overstated, and that means the dollar is way too expensive.”
He further argues that rate cuts are becoming ineffective, as the long end of the yield curve remains unresponsive. “Everyone borrows at the long end of the curve — not the short end. So if the long end doesn’t fall, rate cuts don’t matter.” What matters now, he stresses, is fiscal and trade policy — not monetary policy.
Papic’s advice to investors: “Diversify out of the dollar — diversify out of the U.S.” Watch the full video to learn more.
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📖 CHAPTERS:
Chapters:
00:00 – Asia moves away from the U.S. dollar
03:31 – Is the dollar’s reserve status at risk?
05:57 – U.S. fiscal expansion explained
08:37 – Will we see interest rate cuts?
10:15 – The future of the U.S. dollar
12:15 – Where does gold fit in?
13:26 – A new world order: U.S. foreign policy shift
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39 Comments
The big BS bill will not be the last. There will be big BS bill, 2.0, 3.0, …. And the 5T debt ceiling raise? What do you suppose that is for?
China has to protect their people. I really get… Too bad we are suffering with this dumb bell as our president…
So horrible.
but tangible assets mean on you bare hand not custodians
I'd barely made it through high school.And I could invest circles around this guy.
This guy started purchasing gold in January of 2023. This guys credibility just dropped through the floor! Another salesman selling antiquated investment advice. Good luck. All in metals and BTC. shove the rest where the sun doesn't shine. Good luck with that buddy. I've made way higher %s than you ever have.. Where do they come up with these people? Lol
Its so crazy to say that yhe futures market does.not.drive gold prices and the futures market will crash the gold market.
Gold is worth 50 bucks an ounce
I own it, i like making money but im not stupid.
Is he correct in some matter, yes, But he is so obviously biased against the administration that he loses credibility. The message would be better proposed by someone who did not have Trump derangement syndrome.
Вообще путишествие это всегда интересно
Nidza Chad
FWIW, Coinbase is offering a yield on BTC via a buy/spend Card. 4% I believe.
Who in there right mind would want to hold American dollars. America threatens almost every country this way that way and every way. No country feels safe calling America a friend so just ask Canada who are sick to death of being threatened by America. I believe this is just the begging. Canada has seen the future long term along with BbRICS Nations there is only a downward spiralling affect to look forward to by sticking with America. When America is on there own and don’t have friends or allies and Trump is well gone and only then will Americans see just how wrong Trump has been for them. Now allies Now friends No jobs And little future so here’s to you Canada 🍁🍷🍺 fight back against the bullies.
Good questions by Daniela.
History shows that all roads, for fiat, lead to hyperinflation.
Am I missing something? The dollar value will crash 50% by 2030, but gold will only go up a bit? Wouldn’t it double when valued against USD?
The world is moving away from the USD and he doesn't think that it won't lose it's reserve status? He's willfully blind to the direction of the world. It's multipolar now. The world doesn't want the hegemony of tyrants anymore.
Insightful thoughts from Marko Papic. Thanks
That's 100% communism that's what you're talking about
It’s crazy that the US told BRICS have to trade in dollars! How insane that is?! 😂
You’ve lost me a minute 7…
Thanks Daniela
I don't trust anything that a US President says. I look at their past and present actions. In this current scenario, I brace for a possible impact!
12:20. Oh brother. This guy has been only educated in the markets for the last couple decades. Stack real gold and silver
The Trump crime family is destroying the US dollar because they have cryptocurrency which will skyrocket as the US dollar is distracted. Americans are too stupid to figure that out. Magavangelicals think he is Jesus.✝️ when in reality, he is the antichrist☠️ Armageddon is already here🔥🔥🔥🔥🔥
Jajaja 2030 what you talking about foo nexr month dany bring smart people
Excellent interview. Enlightening
If anyone wants to know, the digital Juane is failing. So let them. Hopefully to gold.
It will crash when the central banks want it to crash! Its so obvious how controlled this corrupt system is you are either a fool or an agent of the bankers to suggest anything different that hides the corruption.
Two or three years ago, the Cayman Islands were the 7th largest holder of US Debt. Since then it has moved up to 4th. It means that the amount of US treasuries it holds has gone up.
At this time, over 40,000 Hedge fund companies have their headquarters in a 4 floor building in the Cayman Islands, called the Ugland House.
The Cayman Islands have a GDP of only $7.1 Billion.
But they are the 4th largest holder of US Treasuries, holding over $417.8 Billion of US Debt/Treasuries.
And Luxembourg is at #5 by holding 412.5 Billion of US Debt, despite having a population of only 666,430 people. How is this stuff even possible?
Marko Srbine
And gold dropped $48 an ounce today
I don't believe what this guy is saying.
Many thanks for your service👍
The shift didnt happen in 2020 but when US kicked russia out of swift system. That was the main turning point and myself pivot to gold. Tariff, money printing happened earlier and didnt cause massive shift. I truly think US shot on it is leg when it weaponize dollar.
They have to sale their assets of dollars and gold in China their currency is falling as well china’s economy
If I got a dollar for every time I seen this heading
Great job ❤
close the strait of Hormuz and collect 30% tariff for every barrel of oil that goes through the strait. The cost of labor is very high in United States in order to drill. The price of oil has to go up and that's what the Trump administration wants. They just need a reason to do that and that would be Iran. Iran will make a lot of money.
I would argue that – unlike gold, of which I am a fan – BTC does have a “yield” of sorts, due to the adoption curve. It’s not just growing at the rate of M2, is it?
In Gold we Trust! 🎉