Zoltan Pozsar on Russia, Gold, and a Turning Point for the U.S. Dollar
Odd Lots2 Mars 2022

Zoltan Pozsar on Russia, Gold, and a Turning Point for the U.S. Dollar

Even prior to Russia's attack on Ukraine, the global economy was facing an extraordinary moment. Now things have become massively more complex. In addition to the attack itself, rich Western governments have unveiled historically powerful sanctions against Russia, most notably by freezing much of the country's FX reserves. So what are the immediate and long term ramifications? On this episode, we speak with Credit Suisse short-term interest rate strategist Zoltan Pozsar on what this all means, how the Fed will react, why gold is important again, and how could this mark a turning point for the global dominance of the US dollar.

See omnystudio.com/listener for privacy information.

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Greg Brew on Surging Energy and the 'Strategic Trap' of the War in Iran

Greg Brew on Surging Energy and the 'Strategic Trap' of the War in Iran

The war in Iran has already lasted longer than many people might have expected. There was an initial assumption, after oil prices started surging, that President Trump could just declare victory at an...

20 Mars 53min

How War in Iran Will Squeeze America's Farmers Even Further

How War in Iran Will Squeeze America's Farmers Even Further

America’s farmers can’t seem to catch a break. Years of thin margins and rising costs have already stretched them to the limit. And now, war with Iran is making things even harder. The conflict is dri...

19 Mars 47min

War in Iran Is Redrawing the Map for Natural Gas

War in Iran Is Redrawing the Map for Natural Gas

Mostly, the world has been watching the price of oil skyrocket amid the war in Iran and the de facto closure of the Strait of Hormuz. But there's more than just oil that comes out of the region. Qatar...

18 Mars 44min

War in Iran is Chewing Through American Missile Stockpiles

War in Iran is Chewing Through American Missile Stockpiles

The war in Iran has been fought almost entirely in the skies, with both offensive missiles, as well as anti-missile defense systems. But the math is brutal. The war in Ukraine has already put a dent i...

16 Mars 44min

What War in Iran Means for China's Teapot Oil Refineries

What War in Iran Means for China's Teapot Oil Refineries

In the wake of the war in Iran, oil prices have shot up for everyone. But not all oil is exactly equal. And, obviously, a lot of Iranian oil goes to China specifically. Furthermore, because Iran’s oil...

13 Mars 43min

Legendary Hacker Matt Suiche on Cyberwar in the Age of AI

Legendary Hacker Matt Suiche on Cyberwar in the Age of AI

We tend to think of warfare in two distinct arenas: the physical and the digital. Increasingly, however, those lines are blurring. Last week, Iran launched drone strikes on data centers in the UAE and...

12 Mars 49min

War in Iran Is Creating a Fertilizer Crisis Like Never Before

War in Iran Is Creating a Fertilizer Crisis Like Never Before

We all know that the war with Iran has sent oil prices spiking. But it’s also pushing up the cost of all sorts of chemicals, including fertilizers like urea, ammonia and other nitrogen products that a...

11 Mars 30min

Rory Johnston on How Oil Could Surge to Over $200 a Barrel

Rory Johnston on How Oil Could Surge to Over $200 a Barrel

Oil has obviously spiked massively since the start of the war with Iran. And if you look at various end products, such as jet fuel, the surge is even more extreme. And if the war is prolonged, or if t...

10 Mars 36min

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