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Natural Resource Stocks host Andy Millette sits down with Professor Steve Hanke of Johns Hopkins University to cut through the “de-dollarization” hype and explain how formal dollarization and orthodox currency boards can stabilize emerging markets. Hanke lays out Argentina’s path to stop capital flight, anchor expectations, and ignite growth by replacing the peso or installing a currency board backed 100 percent by reserves. He also dives into the stablecoin connection, the U.S. strategic angle in Latin America, and why he still targets a secular gold peak around $6 000 an ounce.
Key Topics
- Dollarization vs currency boards — how each works and why it matters
- Argentina’s peso as the Achilles’ heel of its reform agenda
- Capital-flight math and the “doom loop” explained
- FX shares since 2022 — USD up to 89.2%, Euro down, RMB slightly higher
- Stablecoins and U.S. Treasury-demand link
- Gold market positioning — calls vs puts at the 4000 strike
