Interview with Paul Brodsky

Featuring Paul Brodsky

Paul Brodsky, Founder & Strategist of Macro Allocation Inc., begins the week in a thought-provoking interview on navigating alpha through a monetary environment defined by central banks. Paul discusses the unspoken mandate of the monetary authority to leave the banking sector unharmed, the political spectrum in the U.S., and the potential of a fixed exchange-rate system.

Published on
21 March, 2016
Topic
Monetary policy, US Economy, Financial System
Duration
48 minutes
Asset class
Currencies, Commodities, Equities
Rating
11

Comments

  • DS

    David S.

    19 5 2016 22:31

    0       0

    I prefer the current FX market where investors make the market more efficient. On a gold standard, investors will try to break the system, A small gold hedge is reasonable after this iinterview. TX.

  • SB

    Stephen B.

    4 4 2016 10:51

    1       0

    Brilliant!

  • JD

    Jonathan D.

    30 3 2016 10:56

    1       0

    Swiss -1.5% 'something is going on.' ... gold. Brilliant.

  • BL

    Brian L.

    30 3 2016 04:35

    1       0

    Solid and real.. awesome.

  • MH

    Manuel H.

    26 3 2016 17:41

    3       1

    More from him soon, please.

  • MH

    Manuel H.

    26 3 2016 17:35

    3       0

    Excellent!!! Thanks!

  • WK

    William K.

    26 3 2016 12:37

    5       0

    Excellent interview. "Be very imaginative with how you think of your cash." - what a killer line delivered at the end of the interview.

  • BD

    Bruce D.

    25 3 2016 15:35

    2       0

    Clear, thought provoking discussion from calm, level headed professionals.....what a concept! Thank you Real Vision! You are making a difference......

  • NS

    Nico S.

    24 3 2016 00:49

    4       0

    Agreed. I love it when someone tells it how it is...central banks are in a consortium environment where folks don't know where their next moves are...

  • WE

    William E.

    22 3 2016 23:58

    2       0

    anyone else have trouble with the audio?

  • JE

    Jag E.

    22 3 2016 20:04

    0       0

    If USG exposes gold in its possession to settlement via its currency (gold backing) it exposes the gold to vulture funds and sovereigns due to past Claims.., I think..,

  • DM

    Daniel M.

    22 3 2016 18:40

    1       1

    Great stuff

  • TJ

    Terry J.

    22 3 2016 11:56

    2       0

    Simply Outstanding. Another winning video. Thank you.

  • TS

    Thomas S.

    22 3 2016 04:26

    3       0

    So the US$ will strengthen, FED will raise rates, we will have inflation and treasury yields fall? How does that work?

  • dn

    david n.

    22 3 2016 02:57

    4       0

    Another great RV interview!!!

  • JS

    John S.

    22 3 2016 02:34

    13       0

    Great to hear from Paul again. I'm a huge fan of his thinking and hope we see him on a regular basis.

  • RP

    Ron P.

    21 3 2016 23:32

    15       0

    Mr Brodsky is one of the smartest men I have heard recently. I would put him in the Ray Dalio category

  • RK

    Ralph K.

    21 3 2016 22:02

    1       0

    The thought that Japan might follow the lead of Havenstein to double down on "printing" currency is frightening. Will their hyperinflation spread? Germany's didn't!

  • NF

    Nico F.

    21 3 2016 21:24

    4       0

    Really excellent! Very clear-sighted view and calm description of a framework to how to think about CB actions and how the monetary system is going to develop.

  • KH

    Katrina H.

    21 3 2016 21:14

    4       0

    The Fed as Institutional ninconpoops - Love it. Very insightful as usual. Thanks for bringing Paul back!

  • db

    don b.

    21 3 2016 18:54

    7       0

    "Not to say that Goldman Sachs is doing anything illegal but.".....Wow

  • BA

    Brian A.

    21 3 2016 18:18

    1       9

    Zzzzzzzzz

  • WM

    William M.

    21 3 2016 17:43

    26       0

    Superb interview! He's very clear, calm and easy to understand - and convincing... Bravo!

  • TF

    Tim F.

    21 3 2016 15:54

    3       3

    Excellent

  • BE

    Baha E.

    21 3 2016 14:11

    1       1

    bodacious