The David Lin Report, Released on 8/25/23 (Recorded on 8/24/23)

Jeffrey Christian, managing partner of CPM Group, recaps the highlights of the recent BRICS Summit in South Africa and the future of the U.S. dollar.

0:00 – Intro
1:55 – BRICS background
12:30 – Common BRICS currency
21:40 – Dedollarization
23:26 – Gold-backed currency
27:50 – Military alliance
30:47 – Dollar outlook
34:50 – Interest rates
39:10 – Jackson Hole
43:10 – Niobium

Jeffrey Christian is the founder of CPM Group, a commodities research, consulting, investment banking and asset management company. CPM is focused on the fundamental analysis of global commodities markets. Mr. Christian was previously the head of commodities research at J. Aron & Company, which was acquired by Goldman Sachs & Co. Mr. Christian formed CPM group through a management buy-out of the commodities research group of Goldman, Sachs & Co. with the vision to provide independent market leading research on the commodities markets to a variety of customers ranging from sovereign governments to investment funds.

  BRICS, dedollarization, gold, Jeff Christian, us dollar