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Global Reset: The End Of Dollar Dominance? Forget Safety! | Bill Campbell

June 05, 2025
  • Geopolitics
  • Bill Campbell
Soar Financially
By Soar Financially
Soar Financially

Global capital is exiting the U.S., recession risks remain elevated, and market optimism may be dangerously premature. In this episode of Soar Financially, Bill Campbell, Portfolio Manager at DoubleLine Capital, joins us to break down the looming macro risks: from tariff tensions and interest rate recalibration to the long-term decline of the U.S. dollar’s dominance.

#gold #macroeconomics #recession

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Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver 
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👨‍💼 Guest: Bill Campbell, Portfolio Manager
🏢 Company: DoubleLine Capital
🌎 https://doubleline.com 
𝕏 @DLineCap
📅 Recording date: June 4th, 2025

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November 14 & 15, 2025 in Frankfurt, Germany
www.deutschegoldmesse.com 
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00:00 – U.S. Small Businesses at Risk
01:00 – Bill Campbell Joins the Show
03:00 – Trump’s Policy Shockwaves
05:00 – Corporate Margins Under Pressure
07:00 – Markets Are Ignoring Risk
09:00 – China & Europe Shift Fiscal Gears
12:00 – Global Growth vs. Policy Uncertainty
14:00 – U.S.–China Tariff Turmoil Explained
17:00 – National Security Tariffs Incoming
19:00 – Will China Export Deflation to Europe?
21:00 – Picking Winners in a Fragmented World
24:00 – Why Long Bonds Are a Trap
26:00 – Rethinking the 60/40 Allocation
29:00 – Active Management Makes a Comeback
31:00 – Recession Odds Still Elevated
33:00 – Embargo on China Would Be Devastating
35:00 – Balance Sheet Normalization = Hidden Risk
37:00 – What Should Powell Do Now?
39:00 – Inflation: The Fed’s Tightrope
42:00 – U.S. Dollar Is Weakening—Here’s Why
45:00 – De-Dollarization is Already Underway
49:00 – Global Capital Markets Aren’t Ready
52:00 – Final Thoughts + Where to Follow Bill

**Disclaimer:**

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Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.

Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).

Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.

#Macro #Recession #USDollar #FederalReserve #BillCampbell #SoarFinancially #InterestRates #DeDollarization #GlobalMarkets #Gold #Tariffs #Inflation #Bonds #CapitalFlight #ActiveInvesting #QT #YieldCurve #TradeWar #ChinaUS #PortfolioStrategyl #BillCampbell

Soar Financially
Soar Financially
At Soar Financially we discuss the macro to understand the micro - an informative, non-pretentious interview format, focused on economic macro trends that are shaping the markets. We speak with global market experts about the US Dollar, FED action, gold & silver & stocks.
View all podcast by Soar Financially

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