Zoltan Pozsar on His Next Big Move and the Coming Monetary Divorce
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 30 June 2023
⏱️ 57 minutes
🧾️ Download transcript
Summary
Zoltan Pozsar has built a reputation for covering the intricacies of money markets. For the past eight years, he published those insights as a strategist at Credit Suisse. But in this episode of the Odd Lots podcast, Pozsar reveals his next career move following his departure from the Swiss bank earlier this year. He also gives us an update on his Bretton Woods III thesis, or the idea that the global financial system is going through a "monetary divorce" from US dollar hegemony and becoming more multi-polar. He also gives us his take on the recent banking crisis and what it means for global funding markets going forward.
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| 0:30.1 | This is Karen Moscow and I'm Nathan Hager here to tell you about another podcast you should be |
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| 1:10.4 | Hello and welcome to another episode of The All Thoughts Podcast. I'm Tracy Alloway. |
| 1:15.0 | And I'm Joe Wisenthal. Joe, do you remember what we were doing this time last year? |
| 1:20.4 | No. Yeah, I can barely remember two weeks ago, but I actually, I remember this one mostly because |
| 1:28.1 | I looked it up right before we started doing this recording. But this time last year we were |
| 1:33.4 | preparing, organizing our first live All Thoughts debate between Zoltan Posar and Perry Merlin. |
| 1:42.2 | That was really fun. We got to do that again. Yeah, more to make. So we were sort of frantically |
| 1:47.4 | doing a lot of the sort of like travel arrangements and things like that for that. We |
| 1:52.9 | sorry, waking up early in the morning, like of the day of the debate, entering names into a |
| 1:58.0 | database so that people could get into the Bloomberg office. Yeah, I was fine. All right, but my point |
| 2:05.2 | is it's been a while since we've spoken to Zoltan Posar. It has been a while and it's unfortunate |
... |
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