It Started: The 'Great Melt-Up' Of 2025 (Dollar Collapsing, Stocks Skyrocketing)

About this Video

• Video Title: It Started: The 'Great Melt-Up' Of 2025 (Dollar Collapsing, Stocks Skyrocketing)
• Channel: Graham Stephan
• Speakers: Graham Stephan
• Duration: 00:13:34

Introduction

This video discusses the declining value of the US dollar and its potential impact on the stock market. Graham Stephan analyzes factors contributing to the dollar's decline, including money printing, political instability, and the shift of investment towards alternatives like gold and Bitcoin. He explores whether a weakening dollar necessarily correlates with a rising stock market and offers strategies for protecting one's assets in this changing financial landscape.

Key Takeaways

• Declining US Dollar: The US dollar is losing value due to factors like excessive money printing fueled by increasing national debt, political instability reducing investor confidence, and the flow of money into alternative assets like gold and Bitcoin. Experts predict a potential 10-20% decline against major currencies.
• Stock Market Impact: While the stock market recently hit record highs concurrently with a weakening dollar, analysis shows minimal correlation between the two. International stocks are currently outperforming US stocks, a trend not seen in over two decades. Inflation may play a role in stock prices but isn't directly linked to money printing. Geopolitical risks and tariffs have the largest effect on the dollar's value.
• Investment Strategies: To protect assets, the speaker advises against holding excessive cash, diversifying investments across various sectors, ignoring negative news and consistently buying into the market, maintaining a steady income, avoiding debt for investment, and avoiding short-term investments (less than 2-3 years).
• Personal Investment Approach: The speaker expresses concerns about the long-term value of the US dollar but doesn't expect an immediate collapse. His personal strategy involves diversifying investments in US and international stocks, Bitcoin ETFs, and real estate with fixed-rate mortgages.
• Market Outlook: Analysts predict the trend of a weakening dollar to continue into 2026. The speaker maintains a cautiously optimistic outlook on the long-term market performance, emphasizing the importance of diverse investment strategies and long-term planning.