Hej kamrater,

Vid tisdagens diskussion reste Urban frågan hur USA kan låna stora summor, bl.a. till finansiering av Ukraina-stödet.

Med anledning av detta vill Björn initiera en diskussion om dollarns status som världens reservvaluta. Bilagt är en analys över hur reservvalutor utvecklas och avvecklas. Analysen är gjord av Ray Dalio, se kort biografi nedan.

Några frågor att fundera på är: finns det idag tecken på att USD är på väg att förlora statusen som reservvaluta? Om ja, vilka är de tecknen? Vad kommer istället? Hur lång tid tar processen? Ta er gärna tid att se den längre versionen av analysen! (Den är ca 40 min lång). Björn inleder.

Vg anmäl er närvaro till mig. Eftersom akustiken är så dålig inomhus så kommer vi att verkligen prioritera att sitta utomhus. Kasta därför ett öga på väderutsikterna och kläd er därefter!

Väl mött på tisdag!

/Per-Arne

Litet kontext kring Ray Dalio, för den intresserade:

Ray Dalio is an American billionaire investor, hedge fund manager, and philanthropist. He is the founder of Bridgewater Associates, one of the world’s largest hedge funds. Born on August 8, 1949, in New York City, Dalio started investing at a young age and later founded Bridgewater Associates in 1975 from his apartment.

Under Dalio’s leadership, Bridgewater Associates became known for its unique investment approach, which emphasizes a systematic and data-driven approach to investing known as “Principles.” These principles are outlined in Dalio’s book “Principles: Life and Work,” which discusses his philosophy for success in business and life.

Dalio is also known for his philanthropy work. He has signed The Giving Pledge, committing to donate the majority of his wealth to charitable causes. Additionally, Dalio and his wife, Barbara, founded the Dalio Foundation, which supports various initiatives in education, health, and environmental conservation.

Throughout his career, Dalio has been recognized for his contributions to finance and investing. He is considered one of the most successful investors of his generation and has been featured on Forbes’ list of the richest people in the world. Dalio’s insights on investing, economics, and leadership continue to be widely followed and studied by investors and business leaders around the world.