scripod.com
Ep. 334: Mark Farrington on Dollar Dominance, China's Gold Play and Crisis Catalysts

Overview

Shownote

Highlights

Transcript

Chapters

Pins

Ep. 334: Mark Farrington on Dollar Dominance, China's Gold Play and Crisis Catalysts

Macro Hive Conversations With Bilal Hafeez

Nov 14
Macro Hive Conversations With Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

Nov 14
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

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 Po...

Highlights

In this insightful discussion, geopolitical strategist Mark Farrington unpacks the evolving dynamics between the United States and China, examining how shifting economic policies, monetary strategies, and global alliances are reshaping the international order. With deep experience in macroeconomic strategy and cross-border financial systems, Farrington offers a nuanced perspective on the structural forces driving today’s most critical geopolitical and economic trends.
02:37
China uses supply-chain dependencies as a geopolitical tool, but retaliation risks backfiring.
21:04
Japan under Abe and Suga provided critical leadership in the Quad framework.
32:28
The dollar is still in an uptrend; the Q2 correction was artificial.
35:20
Inflation may return due to supply chain bifurcation and mineral hoarding
46:44
Understanding the dimension of time is essential for long-term investors.

Chapters

Why China Chooses Control Over Democracy — And What That Means for Global Power?
00:00
How the U.S. Quietly Embraced Industrial Strategy to Counter China
15:00
Is India the Wildcard in America’s Geopolitical Chess Game?
24:15
Is the Fed Playing With Fire on Inflation and Volatility?
35:20
What Could Trigger the Next Global Financial Crisis?
40:47

Transcript

Bilal Hafeez: Welcome to Macro Hive Conversations With Bilal Hafeez. Macrohive uses natural and artificial intelligence to educate investors and provide actual insights for all markets, from rates to effects to commodities. For our latest insights, visit m...