• IL38: Our Dollar, Your Problem ft. Kenneth Rogoff

  • Apr 30 2025
  • Duración: 1 h y 11 m
  • Podcast

IL38: Our Dollar, Your Problem ft. Kenneth Rogoff

  • Resumen

  • What if the most dangerous thing in the global economy isn’t a shock — but the quiet collapse of the frameworks we still rely on?

    In this rare, unfiltered conversation, Kenneth Rogoff — Harvard professor and former IMF Chief Economist — joins Kevin Coldiron to confront the reality that’s too uncomfortable for most policymakers to admit:


    The world has changed. The models haven’t.

    Rogoff explores what happens when inflation refuses to respond, debt compounds beneath the surface, AI reshapes productivity, and geopolitics redraws the map — while central banks keep playing by yesterday’s rules.

    This isn’t a call for panic. It’s a call for intellectual honesty.

    Because in a world where the past no longer explains the present, clarity is the only edge that matters.

    If you manage capital — or ideas — in a world built on assumptions, this episode is for you.

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    IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

    And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfoliohere.

    Learn more about the Trend Barometer here.

    Send your questions to info@toptradersunplugged.com

    And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

    Follow Kevin on SubStack & read his Book.

    Follow Kenneth on X and read his book.

    Episode TimeStamps:

    02:01 - Introduction to Kenneth Rogoff

    03:04 - What is at stake if the dollar loses its...

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