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. IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate And you can get a free copy of my latest book "Ten Reasons to Add Trend Following to Your Portfolio" here: www.toptradersunplugged.com/10-reasons-optin Send your questions to [email protected] Follow Niels & Kevin on Twitter: @TopTradersLive & @kcold1 And please share this episode with a like-minded friend and leave an honest rating & review on iTunes and Spotify so more people can discover the podcast.