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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

Distilling high-signal intelligence into digestible insights.

Nuggets · Showing 24 of 75

Source
Currencies & FXHistoryKnowledge Bytes
+11 more tag
Macro / Economics

Brendan Greeley on the 500 Year History of the Dollar | 1 Jun 2026 | Macro Musings

"Alexander Hamilton called it the ancient dollar it was already an established uh uh unit of measure it was already an established currency well before the United States" - Brendan Greeley [00:06:55]

"monetary sovereignty is very difficult to achieve and constantly under attack hard one and hard to hold on to" - Brendan Greeley…

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UJ
Jun 1, 2026
Source
Currencies & FXHistoryMacro / Economics
+11 more tag
Podcast

Brendan Greeley on the Real 500-Year History of the Dollar | 28 May 2026 | Odd Lots | Bloomberg

"my frustration with this idea of fiat is that it robs us of the power of analysis We can understand money We really can For almost all of our money sits as you guys already pointed out on the ledger of a commercial bank" - Brendan Greeley [00:00:00]

"We did not have a new country We did not call our currency the Washington We called it the…

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UJ
May 28, 2026
Source
Currencies & FXHistoryOthers
+11 more tag
Podcast

The 18th century woman who taught the poor of England how to save | 27 May 2026 | The Story of Money | Financial Times

"it's probably one of the greatest myths of economic history that women have spent most of history as housewives" - Victoria Bateman [00:09:20]

"once you do start to look for women you find them everywhere history is filled with wonderful remarkable women bankers merchants entrepreneurs" - Victoria Bateman…

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UJ
May 27, 2026
Source
Currencies & FXDollar, Money & CurrencyHistory
+22 more tags
Knowledge BytesPodcast

The deal that put the dollar at the centre of the world | The Story of Money | Financial Times

"In my opinion about three quarters of it would be excellent if only the name of Great Britain was substituted for Germany." - John Maynard Keynes [00:12:28]

"When the facts change, I change my mind." - John Maynard Keynes [00:12:35]

"Why are we going to just keep going on about gold convertible exchange? Can't we…

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UJ
May 26, 2026
Source
Currencies & FXHistoryPodcast

The View Beyond: From petrodollars to a new world order? | 23 May 2026 | Moving Markets by Julius Baer

"This did not prescribe that Saudi Arabia has to trade oil in U.S. dollars, but it really helped establish the US dollar as a main currency for global oil trade." - David Meier [00:01:21]

"The drop in oil production and exports was caused by the national oil company completely underinvesting in its infrastructure." - Norbert Rücker…

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UJ
May 25, 2026
Source
Currencies & FXDollar, Money & CurrencyHistory
+22 more tags
Knowledge BytesPodcast

The Island With 12-Foot Stones That People Use as Money | 13 May 2026 | The Story of Money | Financial Times

"Money starts from a set of ideas. It starts from the underlying system of credit and clearing. And then what is used as a token to represent that can actually be anything at all. It could be gold coins or it could be stone discs." - Felix Martin [00:00:00]

"People say it makes the world go round. But the irony is it's also the most successful…

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UJ
May 25, 2026
Source
Currencies & FXDollar, Money & CurrencyKnowledge Bytes
+11 more tag
Podcast

Why banking in 19th century America was like crypto today | The Story of Money | Financial Times

"they would just come up with a plausible sounding name create a bank note that was beautiful and start issuing notes and people would accept them i mean you know what are you going to do check every single note that comes across the store counter i mean people tried but it's kind of a fool's errand" - Stephen Mihm [00:00:00]

"a historian of this…

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UJ
May 25, 2026
Source
Currencies & FXIndiaMacro / Economics
+11 more tag
Podcast

Rupee Fall And Red Tape: The Two Sides Of India’s Economy | Govindraj Ethiraj | The Core Report

"Because we are not letting the prices adjust, what is happening is quantities are adjusting... foreign investors are continuing to take money out of the Indian financial markets, they have taken out about $21 billion since the war started." - Rajeshwari Sengupta [00:09:19]

"How can you compete in the 26th year of the 21st century by laws that were…

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UJ
May 23, 2026
Source
Currencies & FXDollar, Money & CurrencyHistory
+22 more tags
Knowledge BytesPodcast

Panic of 1873: The railway bubble that hit one of America’s greatest financiers | The Story of Money Podcast | Financial Times

"If we don't have a million dollars by 10:00 a.m we're dead." - Unidentified New York Partners of Jay Cooke & Co. [00:41:49]

"Like Moses and Washington and Lincoln and Grant I have been I firmly believe God's chosen instrument especially in the financial work of saving the union." - Jay Cooke…

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UJ
May 22, 2026
Source
Currencies & FXDollar, Money & CurrencyGold & Silver
+22 more tags
Macro / EconomicsPodcast

Peter Schiff, Jim Rickards, Willem Middelkoop, Edin Mujagic: Global Sovereign Debt Crisis | GoldRepublic

Note: Recorded December 7, 2025 at GoldRepublic's headquarters as part of the 15-year anniversary series "The Future of Gold." Published on 20 May 2026.

"You know, 81 years after the the start of the Breton Woods conference, which was the start of the dollar system... we entered the big reset." - Willem Middelkoop [00:02:05]

"Printing money is practically…

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UJ
May 21, 2026
Source
Currencies & FXDollar, Money & CurrencyKnowledge Bytes
+22 more tags
Macro / EconomicsReport, Blogs & Insights

The return of history: gold, the dollar, and the monetary future (27 Apr 2026) | Deutsche Bank Research Institute

- By Analysts Mallika Sachdeva & Michael Hsueh

1. The Core Thesis: The End of "The End of History" In 1989, political scientist Francis Fukuyama famously argued that humanity had reached "the end of history," predicting the absolute triumph of Western economic and political liberalism under a unipolar global order led by an uncontested United States. In the two decades that followed, global trade exploded…

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UJ
May 19, 2026
Source
Currencies & FXDollar, Money & CurrencyKnowledge Bytes
+22 more tags
Report, Blogs & InsightsUS

Much ado about the 1974 ‘petrodollar’ deal | FT Alphaville

The Financial Times Alphaville (FTAV) article focuses on the "petrodollar" system and addresses the recurring narrative surrounding its alleged collapse or decline, particularly in light of contemporary geopolitical developments (such as discussions around OPEC dynamics and country diversification).

The article counters the alarmist theories regarding the end of the U.S. dollar's hegemony. Its main arguments…

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UJ
May 18, 2026
Source
Currencies & FXDollar, Money & CurrencyMacro / Economics
+11 more tag
Podcast

How the U.S. will use the 1 - 2 Punch of Stablecoins & Swaplines to Run the Global Monetary System | Brent Johnson Milkshakes Pod

"Stable coins and swap lines are the onetwo punch that is going to mean that the dollar doomers the self-loathing Americans and the fiat fatalists are going to be wrong for years to come and why the demise of the American empire is not as imminent as many people think..." - Brent Johnson [00:00:04]

"The United States is in the driver's seat on…

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UJ
May 15, 2026
Source
Currencies & FXMacro / EconomicsMiddle East
+22 more tags
Monetary PolicyPodcast

Harvard Economist Ken Rogoff: Iran, Oil & the Global Economy at Risk | Charlie Rose

"The weaponization of the Strait of Hormuz is not just a regional crisis; it is a profound exogenous shock to the global inflationary baseline." - Ken Rogoff [00:12:45]

"Chess teaches you to look five moves ahead; unfortunately, global economic policy is currently operating on a one-move time horizon." - Ken Rogoff…

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UJ
Apr 25, 2026
Source
Currencies & FXHistoryMacro / Economics
+11 more tag
Podcast

How ancient Mesopotamians solved runaway debt | The Story of Money Podcast | Financial Times

"When a king came to the throne one of the very first things he did was to cancel everyone's debts... it's also something that kind of cleans the slate of all the problems that had existed prior to his reign." - Amanda Podany [00:00:00]

"Those who do not study history are condemned to repeat it and lose money." - Robin Wigglesworth…

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UJ
Apr 24, 2026
Source
Currencies & FXHistoryLeaders, Investors & Entrepreneurs
+22 more tags
Markets & InvestmentsPodcast

They are history’s geniuses. But were they any good at investing? The Story of Money Podcast | Financial Times

"I calculate the movement of stars but not the madness of men." - Sir Isaac Newton (attributed) [00:12:05]

"He was Citadelian, I mean there was just phenomenal amounts of turnover that was just flowing through his portfolio..." - Toby Nangle (on Winston Churchill) [00:14:23]

…

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UJ
Apr 24, 2026
Source
Currencies & FXEquityMacro / Economics
+33 more tags
Markets & InvestmentsMonetary PolicyPodcast

Fiscal Dominance and the Future of U.S. Markets: Lyn Alden’s View | U Got Options with Cem Karsan

Quotes

"We've shifted a lot of the leverage from the private sector up to the public sector... this has implications for nominal GDP, wealth concentration, inflation levels, and market performance." - Lyn Alden [00:02:33] "If you raise rates in the face of inflation, you do slow down bank lending to a certain degree, but then you blow out…

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UJ
Apr 24, 2026
Source
Crude Oil & EnergyCurrencies & FXMacro / Economics
+11 more tag
Podcast

Jeff Baird: Oil Tipping Point Coming, What I'm Watching Now | Expert Market Commentary | Investing News

"The uncertainties we're dealing with today are bigger than some of the numbers that we used to deal with in the past in terms of changes." - Jeff Baird [00:00:56]

"We see this slow-moving car crash... moving broadly from Asia to Europe and then ultimately to the Americas." - Jeff Baird [00:06:43]

"The physical…

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UJ
Apr 24, 2026
Source
Currencies & FXKnowledge BytesMacro / Economics
+11 more tag
Podcast

How to Make Dollars Make Sense : Money is everywhere and influences everything. But what is it? | Decoder Ring | Slate

"The dollar wasn't an invention. It was not a creation of the United States. They were adopting something that already existed." — Brendan Greeley, quoting Jefferson's own correspondence

"Hamilton and Jefferson decided to base the new monetary system of a new country on a Spanish coin with a German name. We joined an existing global dollar system. We did not create the dollar system. Our adoption of the dollar…

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UJ
Apr 23, 2026
Source
Currencies & FXFixed IncomeHistory
+33 more tags
Knowledge BytesMacro / EconomicsReport, Blogs & Insights

Six lessons from history’s greatest financial crises | FT

The Financial Times article, "Six lessons from history’s greatest financial crises," argues that while the world of finance often suffers from historical amnesia, the past provides a vital blueprint for understanding modern instability. From the "clay tablets" of Babylon to the "synthetic risk transfers" of today, the mechanics of collapse follow remarkably consistent patterns.

Here is an insightful summary of…

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UJ
Apr 22, 2026
Source
Currencies & FXKnowledge BytesMacro / Economics
+11 more tag
Report, Blogs & Insights

Debt sustainability has stemmed from symbiosis between savers and dis-savers | Trust or bust: Megatrend 2025 | New York Life Investments

Debt sustainability has stemmed from symbiosis between savers and dissavers | Trust or bust: Megatrend 2025 | New York Life Investments

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UJ
Apr 22, 2026
Source
Currencies & FXMacro / EconomicsReport, Blogs & Insights

Global Payments Report 2026 | Worldpay

Global Payments Report 2026 | Worldpay

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UJ
Apr 21, 2026
Source
Currencies & FXMacro / EconomicsReport, Blogs & Insights

Nowhere to hide? Rethinking safe havens and safe assets in a fragmented world | Allianz

Allianz: In summary

The US dollar emerged as the last remaining safe haven standing amid the war in Iran. However, this situation is increasingly conditional and regime-dependent. Since the outbreak of hostilities in Iran, only the US dollar provided genuine safe haven protection for global equities. Interestingly, gold, the Swiss franc, the Japanese yen and government bonds all failed to deliver. This…

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UJ
Apr 19, 2026
Source
Currencies & FXMacro / EconomicsPE/VC
+22 more tags
PodcastTechnology

How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire | No Priors: AI, Machine Learning, Tech, & Startups

"If we had like a protocol for dollars on the internet... we could have a way to store and move value instantly globally frictionlessly at no cost ultimately." - Jeremy Allaire [00:01:04](https://www.youtube.com/watch?v=eyobeqMdbeI&t=1m4s)

"The great financial crisis was an example of 30x leverage, 12x leverage, 14x leverage against these sort of base layer." - Jeremy Allaire…

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UJ
Apr 17, 2026