June 30, 2023· 52 min

Zoltan Pozsar on His Next Big Move and the Coming Monetary Divorce

Orality
Model
50%

Speaker Breakdown

HostJoe Weisenthal(1,170 words)
M:29%
HostTracy Alloway(1,412 words)
M:94%
GuestZoltan Pozsar(6,832 words)
M:28%

Oral Indicators

Agonistic38%
literally, completely, very
Engagement77%
you, our, your
Memory Aids100%
listen, now, right
Repetition100%
know (180x), think (95x), about (66x)
Parallelism100%
And I'm Joe Weisenthal...., But I actually I remember this..., But this time last year, we we...
Sound Patterns41%
42 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases10%
let me tell you, you know what, i mean

Literate Indicators

Hedging6%
could, maybe, quite
Passive Voice7%
be challenged, is decoupled, are invoiced
Abstract Nouns17%
investment, recommendation, liquidity
Subordination4%
because, while, since
Sentence Length49%
Avg: 17.2 words/sentence
Word Complexity46%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style23%
795 personal pronouns found
Descriptive Style77%
literally, completely, barely

Description

Zoltan Pozsar has built a reputation for covering the intricacies of money markets. For the past eight years, he published those insights as a strategist at Credit Suisse. But in this episode of the Odd Lots podcast, Pozsar reveals his next career move following his departure from the Swiss bank earlier this year. He also gives us an update on his Bretton Woods III thesis, or the idea that the global financial system is going through a "monetary divorce" from US dollar hegemony and becoming more multi-polar. He also gives us his take on the recent banking crisis and what it means for global funding markets going forward. See omnystudio.com/listener for privacy information.