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 ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------👨‍💼 Guest: Bill Campbell, Portfolio Manager🏢 Company: DoubleLine Capital🌎 https://doubleline.com𝕏 @DLineCap📅 Recording date: June 4th, 2025-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE November 14 & 15, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: / soarfinancial Website: http://www.soarfinancial.com/00:00 – U.S. Small Businesses at Risk01:00 – Bill Campbell Joins the Show03:00 – Trump’s Policy Shockwaves05:00 – Corporate Margins Under Pressure07:00 – Markets Are Ignoring Risk09:00 – China & Europe Shift Fiscal Gears12:00 – Global Growth vs. Policy Uncertainty14:00 – U.S.–China Tariff Turmoil Explained17:00 – National Security Tariffs Incoming19:00 – Will China Export Deflation to Europe?21:00 – Picking Winners in a Fragmented World24:00 – Why Long Bonds Are a Trap26:00 – Rethinking the 60/40 Allocation29:00 – Active Management Makes a Comeback31:00 – Recession Odds Still Elevated33:00 – Embargo on China Would Be Devastating35:00 – Balance Sheet Normalization = Hidden Risk37:00 – What Should Powell Do Now?39:00 – Inflation: The Fed’s Tightrope42:00 – U.S. Dollar Is Weakening—Here’s Why45:00 – De-Dollarization is Already Underway49:00 – Global Capital Markets Aren’t Ready52:00 – Final Thoughts + Where to Follow Bill**Disclaimer:**Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! 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.