Latest / Macro Hive Conversations With Bilal Hafeez
Ep. 334: Mark Farrington on Dollar Dominance, China's Gold Play and Crisis Catalysts
Mark Farrington is a Global Macro and Geopolitical Strategist and author of the 'Watchtower Reports,' which cover topics ranging from geopolitical risk to Bank of Japan monetary policy to US dollar dynamics. He previously served as Managing Director and Portfolio Manager of the Macro Currency Group at Principal Global Investors, where he worked for fifteen years. Before that, he spent 17 years in the Asia-Pacific region, primarily with Bankers Trust. In this podcast, we discuss:
US Embrace of Industrial Policy and Self-Sufficiency
China's Supply Chain Strategy and Retaliation:
Barriers to RMB…
The skinny
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