John Mauldin: Dollar’s Safe Haven Status Craters – Gold Surges as China Plans Big Move

ITM Trading, Released on 4/11/25

“This is the exorbitant privilege of being the world’s reserve currency … one of the things Trump is putting in danger,” says John Mauldin, New York Times best-selling author and co-founder of Mauldin Economics. He sits down with Daniela Cambone to break down the implications of the escalating trade war with China and the dangerous path the U.S. is headed toward—a potential recession. Mauldin criticizes oversimplified, blanket protectionist policies, such as high tariffs on poor countries, and strongly opposes the economic views of Peter Navarro. “I said eight years ago that Peter Navarro was the most dangerous economist in the country,” he says. Instead, Mauldin champions free trade, economic realism, and allowing businesses to operate without excessive government interference. Watch the video to learn Mauldin’s view on what investors should do now to safeguard their wealth.”

00:00 Change
05:32 China
7:25 China dump US treasuries
9:18 China buys gold
10:00 Peter Navarro
13:51 EU trade
16:09 Canada trade
17:46 Canada election
19:23 Will the US win?
27:29 Investment plan
30:27 Stock market
34:21 Warren Buffett
35:36 Recession

John Mauldin is a renowned financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher one of the first publications to provide investors with free, unbiased information and guidance, Thoughts from the Frontline—the most widely read investment newsletter in the world. Each week, well over a million readers turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. His most recent book is Code Red: How to Protect Your Savings From the Coming Crisis

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Igby MacDavitt

John Mauldin, seems to forget everything is for sale at the right price. China could dump treasuries cheap. Let’s see what happens. The USA is almost snookered. One, maybe two more shots and its a different game.

Taking advantage of the US defence? Nobody has enemies except the ones they create; and few create enemies like the USA.

Canada’s contribution to the US defence is its huge land mass keeping foreigners at a safe distance from the USA.