About this episode
Ben Kelleran interviews Ronald Dodson about financial markets and geopolitical issues.
On Thursday afternoon I had Ronald Dodson on the podcast for the first time. He runs a hedge fund in Texas, but also publishes on The American Mind for the Claremont Institute , Responsible Statecraft , and American Reformer . We talked about America’s recent adventures in the Middle East, what it means for markets, the problems Trump is facing with messaging and the midterms, and the increasing bifurcation of financial markets in a multipolar world. You can find Ron when he publishes, but he’s also worth a follow on Twitter and on Substack. Podcast Summary * The idea that the recent adventure in Iran could be the Suez moment for the US. * His critique of America’s role in recent events, what is going on in Lebanon, and * The level of the S&P as a matter of national security. * Dutch disease in the US with the dollar, and the hyperfinancialization of the system. * Why the current financial system is toast on a long enough timeframe, and the potential for debt monetization. * Why Europe will hit a crisis point before the US, and the built in advantages that the US has as far as geography and resources. * China’s weakness as far as supply chains and reliance on shipping lanes…
People in this episode
Host: Ben Kelleran
Guest: Ronald Dodson
Topics covered
- Middle East
- financial markets
- Trump administration
- debt monetization
- multipolar world
- geopolitics
- national security
Keywords
- hedge fund
- S&P
- Dutch disease
- hyperfinancialization
- crisis
- supply chains
- bifurcation
- impeachment
Mentioned in this episode
Organizations: The American Mind, Claremont Institute, Responsible Statecraft, American Reformer
Places: Texas, Iran, Lebanon, Europe, US, China, Russia, Taiwan
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