Trump and Bannon's policy agenda appears aimed at shifting currency markets toward balance-of-payments-driven exchange rates, meaning surplus countries' currencies strengthen and deficit countries' currencies weaken; the US dollar is the 'dirtiest dirty shirt' on a balance-of-payments basis (largest deficit), so it should weaken significantly.

causalpending

Speaker

Luke Groman

Evidence Quote

Maybe everything Trump and Besson are trying to do uh ultimately appears to my eyes to be trying to get currencies to trade more on a balance of payments basis. Dollar is the dirtiest dirty shirt on that basis.

Source

Why is high debt different now v. prior instances of people “fear-mongering” about the debt?Luke Gromen - FFTT, LLC
Created: 8/11/2026, 7:46:30 AM

My Notes

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