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cover of episode MacroVoices #485 Jeff Currie: The Joule Order

MacroVoices #485 Jeff Currie: The Joule Order

2025/6/18
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Jeff Curry: 我认为欧洲国防投资需求将大幅增加，主要催化剂是德国解除债务限制。布雷顿森林体系正在瓦解，美国正在撤退，这将对美元市场产生重大影响。美国撤退将影响能源和军事投资。过去75年，美国利用军事力量保护全球贸易的海上航线，美元被用作交换媒介。随着美国撤退，需要找到新的解决方案来取代布雷顿森林体系或石油美元体系，欧洲将在开发新的全球框架中发挥核心作用。这种资本轮动可能会持续一段时间，欧洲国防是关键催化剂，欧洲拥有备用产能和工业能力。总之，我认为欧洲有巨大的潜力，而美国正在逐渐退出其长期以来的全球领导角色。

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MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss what Jeff calls the “New Joule Order” and why Jeff says there’s really no limit to how much higher the price of Gold can go given the current macro backdrop. https://bit.ly/4na3hvu)

 

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