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

Distilling high-signal intelligence into digestible insights.

Nuggets · Showing 23 of 23

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ArticleBlog / ArticleCurrencies & FX
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CurrencyDenariusDollarDollar, Money & CurrencyFinanceHistoryMacro / EconomicsMarkets & InvestmentsReport, Blogs & InsightsRomans

The decline and fall of the Roman currency empire | The Economist

Excerpt from The Economist:

The fate of ancient coins offers uncomfortable lessons about dollar dominance

The coins largely moved one way, from Rome to India, and goods moved the other. Whereas Romans bought Indian wares, Indians accumulated monetary claims on Rome. Evidence points to high external demand for Roman assets: the coins bore a particular pattern, came in sealed bags and travelled via…

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UJ
Mar 27, 2026
Source
Currencies & FXCurrencyDollar
+1111 more tags
Dollar, Money & CurrencyEconomicsFinanceGeopoliticsIran ConflictMacro / EconomicsMarkets & InvestmentsMiddle East

What Iran means for the dollar: a perfect storm for the petrodollar? | March 24, 2026 | Deutsche Bank Research Institute

1. Metadata & Credentials

  • Title: What Iran means for the dollar: a perfect storm for the petrodollar
  • Author: Mallika Sachdeva, Strategist
  • Source/Publication: Deutsche Bank Research Institute
  • Core Thesis: The current Middle East conflict is fundamentally testing the US security umbrella that underpins the 1974 petrodollar agreement. This geopolitical fracture, combined with a potential…
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UJ
Mar 27, 2026
Source
Currencies & FXCurrencyDollar, Money & Currency
+88 more tags
EconomicsFinanceGoldGold & SilverMacro / EconomicsMacrosMarkets & InvestmentsPodcast

Marc Friedrich: Is the system collapsing? | Macroscopic EP.1 | GoldRepublic Global

"we are at the brink of a total collapse of the whole system" - Marc Friedrich [00:01:13]

"every crisis since the late 80s Greenspan started it Bernanke all of the FED chairmen did the same... they never solved the problems they're always just put money on it and pushed it in the future" - Marc Friedrich…

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UJ
Mar 26, 2026
Source
Crude Oil & EnergyCurrencyDollar
+77 more tags
EconomicsGeopoliticsMacro / EconomicsMacrosMiddle EastPaul KrugmanPodcast

Talking with Robin Brooks : Iran, oil, the dollar and everything. | Paul Krugman

"If you're sure that you know what's happening then you're almost certainly wrong." - Paul Krugman [00:00:45]

"When there is disruption to the oil sector there are forecasts that get trotted out that are often apocalyptic." - Robin Brooks [00:10:41]

"My only twist on the John…

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UJ
Mar 21, 2026
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Currencies & FXCurrencyDollar
+77 more tags
Dollar, Money & CurrencyFinanceMacro / EconomicsMarkets & InvestmentsMonetary PolicyMoney & MacroPodcast

Is the Dollar finally on the way out? Money & Macro

"First it was the Dutch Gilder then the British pound and now the world is asking if the US dollar is next." - Dr. Joeri Schasfoort [00:00:00]

"The crux of it is that money had essentially gotten too easy. This encouraged over borrowing by both the provincial governments and the East India Company." - Dr. Joeri Schasfoort…

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UJ
Mar 21, 2026
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all-in-podcastCurrencies & FXCurrency
+99 more tags
DollarDollar, Money & CurrencyEconomicsFinanceGoldGold & SilverMacrosMarkets & InvestmentsPodcast

Dollar vs Gold : Brent Johnson, Whitney Baker, Izabella Kaminska, John Butler

"If governments wanted to go to gold they already could... the only thing that matters is the capital stack of fiat." - Brent Johnson [00:18:15]

"Gold is the natural historical hedge against... credit excess that may be used to finance wars that are destructive of the capital stock." - John Butler…

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UJ
Mar 18, 2026
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all-in-podcastCurrencies & FXCurrency
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DollarEconomicsGeopoliticsMacro / EconomicsMacrosMarkets & InvestmentsPodcastUS / West

Dollar Endgame : Brent Johnson, Whitney Baker, Michael Every, Izabella Kaminska, John Butler

"The only way to truly stabilize this system is for everyone to be willing to move to a global monetary equilibrium where the reference point is not one that can be printed, devalued, or defaulted on by anyone else. And that's gold." - John Butler [01:11:09]

"The United States has done more to tear down the rules-based order in the last 16 months…

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UJ
Mar 18, 2026
Source
Crude Oil & EnergyCurrencies & FXCurrency
+1414 more tags
DocumentaryDollarDollar, Money & CurrencyEconomicsFinanceGeopoliticsHistoryKnowledge BytesLearningMacro / EconomicsMacrosPetrodollarPodcastPrimer

If You Don't Understand the Petrodollar, You Don't Understand Money

  • "did you know there is an invisible system that controls nearly every trade on the planet and I don't mean supply and demand" - Felix Pin [00:00:00]

  • "every single day the world burns through about 93 million barrels of oil" - Felix Pin [00:02:30]

  • "the dollar was gold you could walk up to a…

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UJ
Mar 18, 2026
Source
Crude Oil & EnergyCurrencies & FXCurrency
+77 more tags
GeopoliticsIndiaMacro / EconomicsMarkets & InvestmentsMiddle EastReport, Blogs & InsightsUSD/INR

India - Strait of Hormuz closure: Not just about oil prices for INR | MUFG

Michael Wan: We see the Indian Rupee as vulnerable and USD/INR likely rising above 95 levels if the Iran and Middle East conflict is sustained and the Strait of Hormuz remains closed with Brent oil prices returning back to the US$100/bbl at the time of our writing:

  • While we do not yet know how the Iran and Middle East conflict will play out from here,…
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UJ
Mar 14, 2026
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AlternativesChokepointsCurrencies & FX
+99 more tags
CurrencyFinanceGeopoliticsMacro / EconomicsMacrosMarkets & InvestmentsReportReport, Blogs & Insights

The Great Rebalancing Chapter 1: Currency, crypto, and payment infrastructure | Feb 3, 2026 | Deutsche Bank Research Institute | Report

Deutsche Bank Research Institute series, authored by Marion Laboure, Ph.D. and Camilla Siazon, explores five global chokepoints reshaping economies: currencies, critical minerals, chips, cables and cloud.

Chapter 1: Currency, crypto and payment infrastructure – in a nutshell - The contest has changed: it’s…

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UJ
Mar 14, 2026
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BanksCurrencies & FXCurrency
+99 more tags
Dollar, Money & CurrencyEconomicsFinanceKnowledge BytesMacro / EconomicsMonetary PolicyMoneyMoney CreationPodcast

Banks Create Money Out of Thin Air — Here's How | Richard J Murphy

"Money is debt. Banks create money, and that includes the Bank of England doing so for the government." - Richard J. Murphy (Defining the fundamental nature of currency) [00:00:19](https://www.youtube.com/watch?v=vPKLgUDgnH0&t=0h0m19s)

"Money is not an object; money is always a promise to pay. That's all it is." - Richard J. Murphy (On the immateriality of money)…

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UJ
Mar 2, 2026
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DollarUSDCurrency
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HistoryReport, Blogs & InsightsMarkets & InvestmentsCurrencies & FX

https://x.com/ekwufinance/status/2027357275543753119?s=20

World reserve currency

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UJ
Feb 28, 2026
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DollarCurrencyReport, Blogs & Insights
+22 more tags
Markets & InvestmentsCurrencies & FX

https://www.ft.com/content/89b950ae-c991-4730-b615-969f91547afc?shareType=nongift

#Dollar

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UJ
Feb 20, 2026
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Currencies & FXCurrencyDollar
+22 more tags
Markets & InvestmentsReport, Blogs & Insights

Have we hit peak dollar bearishness? | FT Alphaville

'On the second question — on whether the dollar will weaken further — who knows. As the old joke goes, God invented FX strategists to make economists seem accurate.'

"FT: About 54 per cent of all export invoices are still denominated in dollars. In finance the greenback’s reign is even more supreme. Roughly 60 per cent of all international loans and deposits are in dollars, and **70 per cent of…

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UJ
Feb 20, 2026
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Central BankCurrencyDocumentary
+99 more tags
Dollar, Money & CurrencyEconomicsFederal ReserveFinanceHistoryJekyll IslandMacro / EconomicsMonetary PolicyPodcast

Jekyll Island: The Truth Behind the Federal Reserve

  • "What this is about is the** greatest rip-off in history**... The truth is that depressions are not normal, they are contrived. The truth is that nations don't need a national debt." — Narrator, Opening Monologue [00:04]

  • "Mayer Rothschild soon learned that loaning money to governments and kings was more profitable than loaning to private individuals. Not only…

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UJ
Feb 17, 2026
Source
CurrencyDocumentaryDollar, Money & Currency
+1010 more tags
EconomicsFinanceHistoryJapanKnowledge BytesMacro / EconomicsMarkets & InvestmentsMonetary PolicyPodcastThe Lost Decade

Princes of the Yen | Documentary Film

"Inside of the Japanese head, these brains like our brains can do good things or bad things all depending on the kind of ideas that are put inside." — US Occupation Film Narrator (On re-educating post-war Japan) [00:03](https://www.youtube.com/watch?v=p5Ac7ap_MAY&t=205s) "If it were not for window guidance, we would compete until harakiri." — Japanese Banker (On the necessity of the Central Bank’s…

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UJ
Feb 17, 2026
Source
all-in-podcastCentral BanksCurrency
+77 more tags
Dollar, Money & CurrencyEconomicsFinanceMacro / EconomicsMonetary PolicyPodcastRichard Werner

"We Don't Need Central Banks" w/ Richard Werner (WiM581)

"[It’s] perhaps not very popular to say this, but the truth is we don't need central banks. The central banks came about originally in every country as a cartel of the big banks." - Richard Werner (Context: Critique of central banking structures) [00:00:00]

"Interest rates are the smoke screen... to divert everyone's attention. It is the alibi." - Richard Werner…

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UJ
Feb 17, 2026
Source
BankingCurrencyDebt
+66 more tags
Federal ResearveHistoryMarkets & InvestmentsMonetary SystemPodcastUS

The American Financial Revolution That Created the World’s Richest Nation | WealthTrack

"[Alexander Hamilton] was the primary architect of the American financial system... a system that is still the envy of the world." - Consuelo Mack (Introduction) [00:00:15]

"Hamilton’s insight was that a national debt, if it is not excessive, will be to us a national blessing." - Richard Sylla (Discussing the Report on Public Credit)…

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UJ
Feb 17, 2026
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CurrencyGoldFinance
+44 more tags
Report, Blogs & InsightsMarkets & InvestmentsCurrencies & FXGold & Silver

https://x.com/LukeGromen/status/2022694089377091903?s=20

History of #Gold Standard In America | #Money #Currency

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UJ
Feb 16, 2026
Source
Currencies & FXCurrencyDollar
+88 more tags
Dollar, Money & CurrencyEconomicsFinanceGeopoliticsHistoryMacro / EconomicsMoneyPodcast

140 Years Of Monetary History In 10 Minutes | GoldSilver

"00:00:00 Everybody thinks the US dollar is still as good as gold and it hasn't been since 1971." - Mike Maloney (Context: Introduction to monetary misconceptions)

"00:00:50 This is what gives governments the ability to start this scam in the first place where they print these receipts for gold and then they can print…

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UJ
Feb 16, 2026
Source
Currencies & FXCurrencyDollar
+33 more tags
MacrosMarkets & InvestmentsReport, Blogs & Insights

Dollar global transaction use jumps to new high, Swift says | 22 Jan 2026 | Bloomberg

Bloomberg : The **greenback’s **portion of international transactions rose to 50.5% in December, up from 46.8% a month earlier, according to the latest data compiled by global financial messaging service Swift, or the Society for Worldwide Interbank Financial Telecommunication. That’s the highest share since 2023 when the Belgium-headquartered consortium revised how it collects the transaction data.

…

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UJ
Feb 16, 2026
Source
DollarCurrencyMacros
+44 more tags
Report, Blogs & InsightsMacro / EconomicsMarkets & InvestmentsCurrencies & FX

https://x.com/GlobalMktObserv/status/2016534254272778725?s=20

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UJ
Jan 29, 2026
Source
CurrencyReport, Blogs & InsightsMarkets & Investments
+11 more tag
Currencies & FX

https://media.licdn.com/dms/document/media/v2/D4D1FAQEJJ7epJ42kJA/feedshare-document-sanitized-pdf/B4DZv9yG3fHgA8-/0/1769489330870?e=1770109200&v=beta&t=UAKYxjmieiVJJI-Q8jBIDKfCsCgMR2qCvYZTbtasop8

#Forex #DB

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UJ
Jan 27, 2026
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Report, Blogs & Insights
Wall Street
Wall Street