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KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics.
I've spent 30+ years as a trader/hedge fund manager and now manage money for my family office across many asset classes.
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Interview: Macro/China/BRICS with Pyotr Kurzin
Lots of Macro talk around China/BRICS as well as some Geopolitics/Economic Warfare Q&A.
The first half of the interview was recorded on YouTube, but excludes Q&A:
The entire interview, including Q&A over Twitter Spaces can be found here:
Twitter Space Recording
https://twitter.com/PKurzin/status/1694046101244871045?s=20
Additional Show Notes:
In my talk, I touched upon several key threads here:
When I wrote about potential for CNY Devaluation back in March:
My recent update about CNY and HKD:
My piece about the problems with BRICS:
My West Point Paper about the USD as a Geopolitical Lever: