March 2, 2022· 49 min

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

Orality
Model
71%
Oral-dominant (speeches, podcasts, storytelling)

Speaker Breakdown

HostTracy Alloway(1,286 words)
M:28%
HostJoe Weisenthal(1,532 words)
M:29%
GuestZoltan Pozsar(4,916 words)
M:28%

Oral Indicators

Agonistic33%
literally, completely, absolutely
Engagement71%
you, our, your
Memory Aids100%
listen, now, so
Repetition100%
know (108x), think (81x), it's (60x)
Parallelism92%
And I'm Joe Wasenthal...., So, Joe, there is a, a lot goi..., And now, of course, the start ...
Sound Patterns76%
67 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases5%
at the end of the day, i mean

Literate Indicators

Hedging9%
relatively, could, maybe
Passive Voice8%
are frozen, are used, were seized
Abstract Nouns22%
investment, recommendation, moment
Subordination9%
since, because, though
Sentence Length43%
Avg: 15.6 words/sentence
Word Complexity47%
investment, analyze, anticipate
Academic Markers3%
according to
Impersonal Style29%
622 personal pronouns found
Descriptive Style83%
literally, completely, truly

Description

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.