De-Dollarization: Risks of the Weaponized Dollar
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 20 December 2025
⏱️ 44 minutes
🧾️ Download transcript
Summary
Is the dollar's global dominance ending? We break down the real risks of de-dollarization and how geopolitical sanctions could punish your US-heavy portfolio.
Today's Stocks & Topics: Trane Technologies plc (TT), NIKE, Inc. “Water Scarcity: The $3.4 Trillion Infrastructure Gap “, (NKE), KPP Newsletter, Farmland Partners Inc. (FPI), Consumer Price Index (CPI) Report, Monetizing Debt, Equinor ASA (EQNR), Rambus Inc. (RMBS), Private Funds.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent thinking, shared success. |
| 0:17.7 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.1 | Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:33.5 | Good afternoon, fellow investors, and welcome back to Invest Talk. I'm your host, Luke Guerrero, |
| 0:41.0 | and today is Friday, December 19th, 2025. And I don't know if you know this, but I will remind you, |
| 0:49.0 | this is the last full trading week of the year. It is crazy. There's just one more abbreviated full week in |
| 1:00.6 | 2025. And so because of this, and we say this over and over, now is not the time to lose focus. |
| 1:10.5 | With that in mind, our objective today is the same as Now is not the time to lose focus. |
| 1:11.2 | With that in mind, our objective today is the same as each and every day to try and help |
| 1:18.1 | you become a better investor. |
| 1:21.7 | We want to help you understand market dynamics and especially how they affect your portfolios. To that end, as always, we bring a mixture of educational items, of actionable material, |
| 1:33.2 | but most importantly, you provide us with the finance and investment questions on the top of your mind. |
| 1:41.9 | Now, this year, we did do something a bit new for you. We produced the first |
| 1:45.9 | ever InvestTalk holiday special, and it dropped exclusively on our YouTube channel yesterday. |
| 1:52.1 | It's fun. It's a fun end of year episode where Justin and I look back at the biggest market |
| 1:57.0 | themes of 2025 and highlight a few lessons which will carry forward into |
| 2:01.3 | 2006. We also selected a caller question of the year, which we discussed in depth. |
| 2:08.9 | The InvestTalk holiday special is free to watch, so head over to YouTube and search |
| 2:12.5 | InvestTalk with two T's or use the link in today's show notes. And while you're there, |
| 2:16.9 | don't forget to hit subscribe and hit the bell. |
| 2:20.9 | Now, in just a bit, we'll talk about today's market performance and run down that show |
| 2:24.7 | topics for you. |
... |
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