Why Zoltan Pozsar's Bretton Woods 3 is SO WRONG [Eurodollar University, Ep. 217]

Apr 18, 2022

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Zoltan Pozsar says a commodity-based, China-led monetary order—Bretton Woods III—is upon us, resulting in the decline of the US dollar and escalating repudiation of US Treasuries. This is not going to happen! China doesn't want it; neither do exporters nor commodity producers.

----EP. 217 REFERENCES----
(Credit Suisse) Bretton Woods III: https://bit.ly/38H76q8
(Credit Suisse) Money, Commodities, and Bretton Woods III: https://bit.ly/3jK2YI4
(Credit Suisse) The Big $hort: https://bit.ly/3roesFp
(Odd Lots) This Is Zoltan Pozsar's Vision For Bretton Woods III: https://apple.co/3EhDsDu
(Michael Pettis) Changing the Top Global Currency Means Changing the Patterns of Global Trade: https://bit.ly/3jCKPMr
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7

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Emil YouTube: https://bit.ly/310yisL

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---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Marked Up" by Damma Beatz.

------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Damma Beatz: https://www.epidemicsound.com/artists/damma-beatz/
"Marked Up": https://www.epidemicsound.com/track/UWBXJoGnC5/