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Top Traders Unplugged

IL38: Our Dollar, Your Problem ft. Kenneth Rogoff

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8670 Ratings

🗓️ 30 April 2025

⏱️ 71 minutes

🧾️ Download transcript

Summary

What if the most dangerous thing in the global economy isn’t a shock — but the quiet collapse of the frameworks we still rely on?

In this rare, unfiltered conversation, Kenneth Rogoff — Harvard professor and former IMF Chief Economist — joins Kevin Coldiron to confront the reality that’s too uncomfortable for most policymakers to admit:


The world has changed. The models haven’t.

Rogoff explores what happens when inflation refuses to respond, debt compounds beneath the surface, AI reshapes productivity, and geopolitics redraws the map — while central banks keep playing by yesterday’s rules.

This isn’t a call for panic. It’s a call for intellectual honesty.

Because in a world where the past no longer explains the present, clarity is the only edge that matters.

If you manage capital — or ideas — in a world built on assumptions, this episode is for you.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

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IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfoliohere.

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Send your questions to [email protected]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Kevin on SubStack & read his Book.

Follow Kenneth on X and read his book.

Episode TimeStamps:

02:01 - Introduction to Kenneth Rogoff

03:04 - What is at stake if the dollar loses its...

Transcript

Click on a timestamp to play from that location

0:00.0

But it can hurt.

0:09.2

I mean, I don't expect us to default.

0:12.0

I think we're going to have to make an adjustment.

0:14.3

But it's something we just completely unprepared to make.

0:17.9

I certainly didn't see anyone anywhere in the various political

0:24.3

campaigns making a serious suggestion of how we might do it. Imagine spending an hour with the

0:32.4

world's greatest traders. Imagine learning from their experiences, their successes, their successes, and

0:37.4

their failures. Imagine no more.

0:40.6

Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers

0:45.8

in the world so you can take your manager due diligence or investment career to the next level.

0:51.4

Before we begin today's conversation, remember to keep two things in mind.

0:55.0

All the discussion we'll have about investment performance is about the past, and past

1:00.0

performance does not guarantee or even infer anything about future performance.

1:04.0

Also understand that there's a significant risk of financial loss with all investment strategies,

1:08.0

and you need to request and understand the specific risks

1:11.7

from the investment manager about their product before you make investment decisions.

1:16.2

Here's your host, veteran hedge fund manager, Niels Kostrup Larson.

1:25.5

For me, the best part of my podcasting journey has been the opportunity to speak to a huge range of extraordinary people from all around the world.

1:34.2

In this series, I have invited one of them, namely Kevin Koldine to host a series of in-depth conversations

1:39.7

to help uncover and explain new ideas to make you a better investor.

1:45.2

In the series, Kevin will be speaking to authors of new books and research papers

1:49.2

to better understand the global economy and the dynamics that shape it

...

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