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Zoltan Pozsar on His Next Big Move and the Coming Monetary Divorce
Odd Lots
The Consequences of SVB
I want to get, you know, your take further on like some of the banks and particularly the aftermath of SVB, etc. I would say that for me, what survives that commodity aspect of the Bretton Woods 3 pieces is that I think gold is definitely something that's coming back as a theme. There was a lot of stress a year ago about the European electricity cause, which have come down significantly. But I'm curious, like, was that just a sort of like a one-time reset in terms of maybe post pandemic shocks? Or will things be permanent or semi-permanent over the next several years as part of this sort of Bretton Woods 4.0 vision
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