Emil is one of the most articulate free-thinkers in the macro/economics space. This conversation was a real treat for me. I never thought it would end up going 500+ years into the future when talking about potential reserve currencies - and it wasn't science fiction (maybe it becomes science fact!)

So not surprisingly this was a very wide ranging discussion, spanning the 'Silent Depression' we have had since 2008, politics and what size of shock is required for real change to occur, thru to next generation currencies, the effects of de-globalisation, and portfolio construction (for the 2020s)

Emil hosts the Making Sense, Eurodollar University series with Jeff Snider, so please do check out their YouTube / Podcasts, they make frequent and extremely high quality content, generally around the monetary system, and how it really works

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