Ryan Miller
speaker
4,581 appearances
12 recordings
2 series
first heard Mar 2026
last heard 10 Aug
Ryan Miller’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 12 in all, peaking in Jul 2026 with 4.
Appearances
Bull doesn't pay a yield and can't run a global economy.
So the de-dollarization trend, while it is real, is happening at the margin, a few percent of reserves, not a wholesale abandonment.
Then there's two.
The U.S.
has been about to collapse under its debt every decade since the 80s.
And the people who bet on that collapse have been run over again and again while U.S.
assets outperformed the entire world.
Being early on this has cost people fortunes.
And then there's three.
American productivity and innovation are genuinely exceptional around the world.
If AI and energy drive a real productivity boom, the U.S.
could grow its way into a much more manageable debt-to-GDP ratio without any dramatic debasement at all.
That's not a fantasy.
It's happened before, after World War II.
Those are real arguments, and I respect them.
Here's why they don't change the move.
Notice that none of them require me to be right about a collapse because I'm not predicting everyone.
Even in the optimistic case where the dollar stays dominant and growth is strong, the most likely path still runs through a period of real rates held below inflation.
That's a problem.
and it needs to manage its interest burden.
Showing 961–980 of 4,581 · page 49 of 230
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