The U.S. dollar isn't just a currency—it's the fulcrum of global finance. In this video, we dive deep into the major dollar bull and bear cycles since 1971: what drove them, what ended them, and how they reshaped the global economy each time. From the Volcker shock and the Plaza Accord to the 1990s tech boom, the 2000s EM supercycle, and the post-COVID dollar surge, we trace the macro forces behind each turn. You'll also learn which asset classes and equity sectors outperform in strong vs. weak dollar regimes—with data, historical context, and tactical insight.

If you've ever wondered how dollar cycles shape everything from emerging market crises to gold bull markets and U.S. tech rallies, this is your full-spectrum briefing.

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Chapters:

00:00 Introduction and Overview

00:21 Historical Context: Nixon and the Gold Standard

01:26 US Dollar Cycles: Key Drivers and Trends

03:45 Major US Dollar Cycles Since the 1970s

11:01 The 1990s Dollar Bull Market

14:22 The 2000s Dollar Bear Market

18:41 The 2010s Dollar Bull Market

24:06 Current Trends and Future Predictions

28:05 Winners and Losers from Weak Dollar

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