What if the most dangerous thing in the global economy isn’t a shock — but the quiet collapse of the frameworks we still rely on?
In this rare, unfiltered conversation, Kenneth Rogoff — Harvard professor and former IMF Chief Economist — joins Kevin Coldiron to confront the reality that’s too uncomfortable for most policymakers to admit:
The world has changed. The models haven’t.
Rogoff explores what happens when inflation refuses to respond, debt compounds beneath the surface, AI reshapes productivity, and geopolitics redraws the map — while central banks keep playing by yesterday’s rules.
This isn’t a call for panic. It’s a call for intellectual honesty.
Because in a world where the past no longer explains the present, clarity is the only edge that matters.
If you manage capital — or ideas — in a world built on assumptions, this episode is for you.
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Episode TimeStamps:
02:01 - Introduction to Kenneth Rogoff
03:04 - What is at stake if the dollar loses its dominance?
09:13 - How Trump tariffs are destroying the dollar
13:27 - What are the alternatives to the dollar dominance?
19:18 - How increased military spending could strengthen the European currencies
27:19 - The Chinese Yuan is evolving
36:01 - The potential for alternative stable coins
43:25 - The perks of currency dominance
44:26 - Why dollar dominance gives us lower rates
52:05 - Are we entering a new era of currencies?
54:55 - What form will the financial repression take?
59:24 - How Rogoff would deal with the U.S debt
01:03:21 - We are gambling on rates
01:06:31 - Its time for the profession to wake up
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