Mark Farrington

Global macro and geopolitical strategist and author of the Watchtower Reports, previously Managing Director and Portfolio Manager of the Macro Currency Group at Principal Global Investors, focused on dollar dynamics, China, and systemic risk.

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Nov 14, 2025 • 56min

Ep. 334: Mark Farrington on Dollar Dominance, China's Gold Play and Crisis Catalysts

Mark Farrington, a global macro and geopolitical strategist, shares insights on the enduring dominance of the US dollar and China's strategic shift towards gold. He discusses the complexities of China's supply chain strategies and its challenges in internationalizing the RMB. Farrington delves into the evolution of US industrial policy, emphasizing self-sufficiency, and explores the fragility of Europe amid potential crises triggered by inflation and volatility. He also touches on the implications of AI on future job markets and offers career advice for new graduates.

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