Interview: On The Margin with Mike Ippolito & Nicholas Glinsman / China, CNY, Macro

Great tag-team on a broad swath of Macro/Geopolitical topics: China, USD Wrecking Ball, BRICS, Bear Steepening, Sovereign Endgames, Economic Warfare. I include extensive show notes here.

Great to be back on the show with Mike Ippolito, this time with fellow guest Nicholas Glinsman of Malmgren-Glinsman Partners.

We covered a lot of ground in this wide-ranging discussion: China’s divergent Macroeconomic/Demographic trajectory vs. the US and its implications on CB policies and currencies, Inflation, BRICS, drivers of the USD Wrecking Ball, …