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Are Trump's Tariffs Exposing Limits of the BRICS Alliance?
Manage episode 497732297 series 3343340
Summary
In this conversation, Pyotr Kurzin and Rohit Goel discuss the current state of the global economy, focusing on the impact of Donald Trump's presidency on economic policies, particularly regarding China and emerging markets. They explore the challenges facing China, the dynamics of U.S.-China relations, and the implications of de-dollarization. The discussion also touches on the potential for BRICS to create a common currency, the role of cryptocurrencies, and the future of emerging markets in a multipolar world.
Rohit Goel is Partner and Head of Global Macro Research at Breakout Capital, where he leads analysis on emerging markets, global financial stability, and cross-asset macro strategy.
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Read as well as listen as l overthink for you: https://substack.com/@pyotrskurzin
Follow The Show
- X/Twitter: https://twitter.com/PKurzin
- YouTube: https://www.youtube.com/channel/UC7-TPqKMViddKZeo4K2P2jg/
Support The Show
- Patreon: https://www.patreon.com/theglobalgambit
- Buy Me a Coffee: https://www.buymeacoffee.com/theglobalgambit
Leave a quick rating—it's free, easy, and honestly, the least you can do after I've blessed your ears with such wisdom. Where would you be without me?
Hosted on Acast. See acast.com/privacy for more information.
65 episodes
Manage episode 497732297 series 3343340
Summary
In this conversation, Pyotr Kurzin and Rohit Goel discuss the current state of the global economy, focusing on the impact of Donald Trump's presidency on economic policies, particularly regarding China and emerging markets. They explore the challenges facing China, the dynamics of U.S.-China relations, and the implications of de-dollarization. The discussion also touches on the potential for BRICS to create a common currency, the role of cryptocurrencies, and the future of emerging markets in a multipolar world.
Rohit Goel is Partner and Head of Global Macro Research at Breakout Capital, where he leads analysis on emerging markets, global financial stability, and cross-asset macro strategy.
Subscribe to Substack
Read as well as listen as l overthink for you: https://substack.com/@pyotrskurzin
Follow The Show
- X/Twitter: https://twitter.com/PKurzin
- YouTube: https://www.youtube.com/channel/UC7-TPqKMViddKZeo4K2P2jg/
Support The Show
- Patreon: https://www.patreon.com/theglobalgambit
- Buy Me a Coffee: https://www.buymeacoffee.com/theglobalgambit
Leave a quick rating—it's free, easy, and honestly, the least you can do after I've blessed your ears with such wisdom. Where would you be without me?
Hosted on Acast. See acast.com/privacy for more information.
65 episodes
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