Thanks Jason, very interesting themes. On a practical note, if USD goes down, do I want to prefer say GBP denominated commodity funds like PHGP.L (gold) PHSP.L (silver) to dollar denominated versions? Or do they just reprice against the currency anyway?
Oh yeah on hyperinflation check out London property prices haha
I'm going to talk about this more going forward
I had seen this argument around before that if USD goes down foreign investors will start repatriating money from us markets...
Thanks Jason, very interesting themes. On a practical note, if USD goes down, do I want to prefer say GBP denominated commodity funds like PHGP.L (gold) PHSP.L (silver) to dollar denominated versions? Or do they just reprice against the currency anyway?
I like the idea. You're correct brother. Good call