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 Internationalisation
China's Strategic Interest in Gold
Enduring US Dollar Dominance
Geopolitical Alpha and Experiential Learning
Convergence of Allies on US Worldview
Fragility and Vulnerability of Europe
Financial Crisis Catalysts: Inflation and Volatility
The Threat of Systemic Volatility
Books mentioned: Theory of International Politics (Kenneth N. Waltz), The Black Swan (Nassim Nicholas Taleb), The Tipping Point (Malcolm Gladwell), Weaving the Net: Conditional Engagement with China (James Shinn), The Meiji Restoration (W.G. Beasley), The Anarchy: The Relentless Rise of the East India Company (William Dalrymple).

You can follow Mark's work here.

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

Macro Hive Conversations With Bilal Hafeez