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Global Macro in an Age of Great Power Conflict | Demetri Kofinas
Hidden Forces
We Haven't Had a Big Monetary Policy Shift, Right?
The world is shifting. You know, the america first policies is sort of like, you know, it happens on both sides of the isle. And so that sort of unwind is happening to some extent, right? The different people have different theories on whether it should be or how fast it's happening. But it's clear that there sort of is an american drawal from the world. It started like the soft weaponization of the dollar, right? If the hard weaponized of the dollar is what we saw with russia n sanctions, the sort of soft is just the not caring of the implications that reverberate as this sort of system tries to kind of shift.
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