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

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

Data Point	Value	Context	Timestamp
COVID Income / Fiscal Support Ratio	-$6 / +$15	Citizens lost $6 of real income but received $15 in stimulus, triggering a historic consumption boom.	[00:05:17]
Financial Leverage Build	9% of GDP	Massive expansion of new financial leverage added to the system over the last 3 years, rivaling the late 1920s.	[00:06:45]
Fed RRP Liquidity Drain	$2 Trillion	Involuntary dollar printing leaked into the system over the last two years via the Reverse Repo facility.	[00:19:39]
US Foreign Net Asset Ownership	-80% of GDP	Massive negative swing from a positive 10% holding, demonstrating unprecedented external dependency.	[00:20:40]

References