Zortix matched this thesis to China ETFs as one way for retail investors to get exposure. Not a recommendation.
Dollar's reserve status to decline, not collapse
The thesis presented was that the US dollar's share of global transactions will decline over the next decade but its dominant reserve currency position will not be seriously challenged.
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The story so far
CONTESTED · 92 MENTIONS · 66 EPISODES · 28 SHOWS
24 JUL 2025 — 17 AUG 2026 · YESTERDAY
36 SUPPORT · 5 CHALLENGE · 2 REPEAT · 49 MENTIONED
- THE ACQUIRERS PODCAST
- 2 EPISODES NOT SHOWN
- THE LONG VIEW · 5 MENTIONS
- Skepticism on post-Xi liberalization in China
- Dollar's reserve status to decline, not collapse · THIS IDEA
- Global economy fracturing into US and China blocks
- Fracturing to drive more volatile, not higher, inflation
- US bloc's diversity favors it over China long-term
52 EPISODES BETWEEN · 68 MENTIONS · 4 NOT KEPT
- 4 EPISODES NOT SHOWN
- MACROVOICES
- MACROVOICES
- SMARTERMARKETS · 2 MENTIONS
- MACROVOICES
- GOLDMAN SACHS EXCHANGES
- GOLDMAN SACHS EXCHANGES
- MACROVOICES · 4 MENTIONS
- THE DERIVATIVE
- VALUE INVESTING WITH LEGENDS
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE BUSINESS BREW
- THE GRANT WILLIAMS PODCAST · 2 MENTIONS
- THE TIM FERRISS SHOW · 3 MENTIONS
- SMARTERMARKETS · 2 MENTIONS
- FORWARD GUIDANCE
- WHAT BITCOIN DID
- SMARTERMARKETS · 2 MENTIONS
- SMARTERMARKETS
- THE BUSINESS BREW
- SMARTERMARKETS
- CAPITAL ALLOCATORS
- THE ALPHA EXCHANGE · 3 MENTIONS
- THE GRANT WILLIAMS PODCAST
- THE MEB FABER SHOW
- THE GRANT WILLIAMS PODCAST
- THE GRANT WILLIAMS PODCAST · 3 MENTIONS
- WHAT BITCOIN DID
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE BUSINESS BREW · 2 MENTIONS
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- MACRO MUSINGS WITH DAVID BECKWORTH
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- MONETARY MATTERS WITH JACK FARLEY
- THE JULIA LA ROCHE SHOW · 2 MENTIONS
- SMARTERMARKETS
- FORWARD GUIDANCE
- THE GRANT WILLIAMS PODCAST
- THE JULIA LA ROCHE SHOW
- MACRO MUSINGS WITH DAVID BECKWORTH
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- FORWARD GUIDANCE · 2 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- ODD LOTS
- PALISADES GOLD RADIO
- THE TWENTY MINUTE VC
- ODD LOTS
- THE ACQUIRERS PODCAST
- ODD LOTS
- PLANET MICROCAP PODCAST
- PROF G MARKETS
- ODD LOTS
- A16Z PODCAST
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- COMMODITY CULTURE · 2 MENTIONS
- THE TWENTY MINUTE VC
- THE TWENTY MINUTE VC
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- ANIMAL SPIRITS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD