Shifts Happen

Shifts Happen – Episode Four

Episode Four of Shifts Happen sees our attention turn to two articles recently published by Zoltan Pozsar of Credit Suisse in which he fleshes out his Bretton Woods III framework and examines the problems posed by what he calls ‘commodity encumbrance.’

Increasingly strong ties between China, Russia and the Gulf States along with recent high-profile speeches by Xi Jinping and Vladimir Putin add significant weight to much of what we’ve talked about in the first three episodes of Shifts Happen – a series of dramatic changes happening in plain sight that threaten the supremacy of the dollar-based global financial system.

In this episode, we flesh out Zoltan’s excellent work and examine why what he’s written is important, analyze the new framework he envisions and explain why this is now a situation which is fast becoming too big and too important for investors to ignore any longer.

Listen Now »

Shifts Happen – Episode Three

Episode Three of Shifts Happen focuses on a fast-moving world that seems to get trickier by the day. The importance of energy self-sufficiency is revealing itself and that is shifting the power from formerly strong hands into the hands of those once considered weaker players.

This content is only available for active subscribers. Subscribe

Listen Now »

Shifts Happen – Episode Two

Episode Two of Shifts Happen shines a spotlight on the shift between the ‘paper’ markets and the ‘real’ markets as the importance of energy supplies becomes ever more apparent in a world where battle lines are being drawn, supply lines are being stretched and, in the case of the EU, economic suicide is being committed.

What happens to the dollar? Will the US balance of payments finally start to matter and what are the chances of a hyperinflationary outcome? All of these questions and more are pondered in the wake of the surprising strength of the rouble and the increasing inflationary pressure being heaped upon Western governments who can’t seem to get out of their own way.

This content is only available for active subscribers. Subscribe

Listen Now »

Shifts Happen – Episode One

In the first episode of a brand new series, I’m joined by my co-host Luke Gromen of FFTT LLC to explore and discuss the various moving parts as the potential end of the US dollar-based global financial system comes into view. In the wake of the sanctions placed upon the Russian central bank as a […]

This content is only available for active subscribers. Subscribe

Listen Now »

Shifts Happen

Shifts Happen – Episode Four

Episode Four of Shifts Happen sees our attention turn to two articles recently published by Zoltan Pozsar of Credit Suisse in which he fleshes out his Bretton Woods III framework and examines the problems posed by what he calls ‘commodity encumbrance.’

Increasingly strong ties between China, Russia and the Gulf States along with recent high-profile speeches by Xi Jinping and Vladimir Putin add significant weight to much of what we’ve talked about in the first three episodes of Shifts Happen – a series of dramatic changes happening in plain sight that threaten the supremacy of the dollar-based global financial system.

In this episode, we flesh out Zoltan’s excellent work and examine why what he’s written is important, analyze the new framework he envisions and explain why this is now a situation which is fast becoming too big and too important for investors to ignore any longer.

Listen Now »

Shifts Happen – Episode Three

Episode Three of Shifts Happen focuses on a fast-moving world that seems to get trickier by the day. The importance of energy self-sufficiency is revealing itself and that is shifting the power from formerly strong hands into the hands of those once considered weaker players.

Listen Now »

Shifts Happen – Episode Two

Episode Two of Shifts Happen shines a spotlight on the shift between the ‘paper’ markets and the ‘real’ markets as the importance of energy supplies becomes ever more apparent in a world where battle lines are being drawn, supply lines are being stretched and, in the case of the EU, economic suicide is being committed.

What happens to the dollar? Will the US balance of payments finally start to matter and what are the chances of a hyperinflationary outcome? All of these questions and more are pondered in the wake of the surprising strength of the rouble and the increasing inflationary pressure being heaped upon Western governments who can’t seem to get out of their own way.

Listen Now »

Shifts Happen – Episode One

In the first episode of a brand new series, I’m joined by my co-host Luke Gromen of FFTT LLC to explore and discuss the various moving parts as the potential end of the US dollar-based global financial system comes into view. In the wake of the sanctions placed upon the Russian central bank as a […] This content is only available for active subscribers. Subscribe

Listen Now »