Mark Farrington is a Global Macro and Geopolitical Strategist and author of the 'Watchtower Reports,' which cover topics ranging from geopolitical risk to Bank of Japan monetary policy to US dollar dynamics. He previously served as Managing Director and Portfolio Manager of the Macro Currency Group at Principal Global Investors, where he worked for fifteen years. Before that, he spent 17 years in the Asia-Pacific region, primarily with Bankers Trust. In this podcast, we discuss:
- US Embrace of Industrial Policy and Self-Sufficiency
- China's Supply Chain Strategy and Retaliation:
- Barriers to RMB Internationalisation
- China's Strategic Interest in Gold
- Enduring US Dollar Dominance
- Geopolitical Alpha and Experiential Learning
- Convergence of Allies on US Worldview
- Fragility and Vulnerability of Europe
- Financial Crisis Catalysts: Inflation and Volatility
- The Threat of Systemic Volatility
- Books mentioned: Theory of International Politics (Kenneth N. Waltz), The Black Swan (Nassim Nicholas Taleb), The Tipping Point (Malcolm Gladwell), Weaving the Net: Conditional Engagement with China (James Shinn), The Meiji Restoration (W.G. Beasley), The Anarchy: The Relentless Rise of the East India Company (William Dalrymple).
You can follow Mark's work here.
