4.8 • 670 Ratings
🗓️ 30 April 2025
⏱️ 71 minutes
🧾️ Download transcript
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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Episode TimeStamps:
02:01 - Introduction to Kenneth Rogoff
03:04 - What is at stake if the dollar loses its...
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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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