Zoltan Pozsar Explains the Coming Monetary ‘Divorce’

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The former Credit Suisse strategist founds his own firm to capitalize on a shifting global financial system.

Images of US one dollar bills in the window of a currency exchange bureau in the Zamalek district of Cairo, Egypt,.

Photographer: Islam Safwat/Bloomberg

Zoltan Pozsar has built a reputation for covering the intricacies of money markets. For the past eight years, he published those insights as a strategist at Credit Suisse. But in this episode of the Odd Lots podcast, Pozsar reveals his next career move following his departure from the Swiss bank earlier this year. He also gives us an update on his Bretton Woods III thesis, or the idea that the global financial system is going through a "monetary divorce" from US dollar hegemony and becoming more multi-polar. He also gives us his take on the recent banking crisis and what it means for global funding markets going forward. This transcript has been lightly edited for clarity.

Omny Studio: Zoltan Pozsar on His Next Big Move an...

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