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by the_hob_code 1650 days ago
I hadn't heard of the theory before but in googling it I came across this video[0] from mid 2019 where he claims the demand for US dollars will be driven by rising interest rates and a shortage of dollars. Obviously things went a very different direction in in the past year and a half or so as the Fed has kept interest rates low and monetary supply has increased. So it's odd to see him arguing in the video that you linked from late last year that the same outcome will result from very different circumstances.

[0] https://www.youtube.com/watch?v=2qTOWuL7Zco