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Graham discusses the recent agreement between China and Brazil to conduct trade without using the US dollar, indicating a shift in economic ties. He emphasizes the significance of the world's second-largest economy reducing its reliance on the US, marking the potential start of serious changes in global trade dynamics. Graham highlights concerns raised by billionaire Ray Dalio regarding the cyclical downswing of major economies and suggests that this situation warrants serious consideration. He underscores the importance of being prepared for these economic fluctuations, which occur roughly every century, while also humorously noting the potential neglect of the like button on the video.