IL38: Our Dollar, Your Problem ft. Kenneth Rogoff

What if the most dangerous thing in the global economy isn’t a shock — but the quiet collapse of the frameworks we still rely on? In this rare, unfiltered conversation, Kenneth Rogoff — Harvard professor and former IMF Chief Economist — joins Kevin Coldiron to confront the reality that’s too uncomfortable for most policymakers to admit: The world has changed. The models haven’t. Rogoff explores what happens when inflation refuses to respond, debt compounds beneath the surface, AI reshapes productivity, and geopolitics redraws the map — while central banks keep playing by yesterday’s rules. This isn’t a call for panic. It’s a call for intellectual honesty. Because in a world where the past no longer explains the present, clarity is the only edge that matters. If you manage capital — or ideas — in a world built on assumptions, this episode is for you. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website. IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here. Learn more about the Trend Barometer here. Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast. Follow Kevin on SubStack & read his Book. Follow Kenneth on X and read his book. Episode TimeStamps: 02:01 - Introduction to Kenneth Rogoff 03:04 - What is at stake if the dollar loses its...