Global Reset: The End Of Dollar Dominance? Forget Safety! | Bill Campbell
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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👨💼 Guest: Bill Campbell, Portfolio Manager
🏢 Company: DoubleLine Capital
🌎 https://doubleline.com
𝕏 @DLineCap
📅 Recording date: June 4th, 2025
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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
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#Macro #Recession #USDollar #FederalReserve #BillCampbell #SoarFinancially #InterestRates #DeDollarization #GlobalMarkets #Gold #Tariffs #Inflation #Bonds #CapitalFlight #ActiveInvesting #QT #YieldCurve #TradeWar #ChinaUS #PortfolioStrategyl #BillCampbell