Looking back at Pozsar’s Bretton Woods III thesis three years later. We're seeing the "Return of the Real" in global macro, but not exactly how everyone expected.
Read the full breakdown here: philippdubach.com/posts/pozsar...
Looking back at Pozsar’s Bretton Woods III thesis three years later. We're seeing the "Return of the Real" in global macro, but not exactly how everyone expected.
Read the full breakdown here: philippdubach.com/posts/pozsar...
youtu.be/mf2TiPOKiRE?...
youtu.be/mf2TiPOKiRE?...
youtu.be/2HaSKWvo8wU
youtu.be/2HaSKWvo8wU
All these fears are untethered from reality so the right just spirals further to extreme positions.
All these fears are untethered from reality so the right just spirals further to extreme positions.
👉 Bartering wood
👉 Bartering wood
June 18,1945
Note: In 1944, conferences at Bretton Woods and Dumbarton Oaks created the framework for international cooperation in the postwar world.
June 18,1945
Note: In 1944, conferences at Bretton Woods and Dumbarton Oaks created the framework for international cooperation in the postwar world.
Yea, that was enough for me
Yea, that was enough for me