August 8, 2026
This Is Zoltan Pozsar's Vision For Bretton Woods III
Odd Lots · Zoltan Pozsar · 52 min
Why we chose this episode
One of those rare interviews where an analyst lays out an entire worldview instead of a forecast. Whether or not the thesis holds, following the argument end to end teaches you how money actually moves.
Listen for this question
How much of what you call the economy is really just trust?
Listen to the full episode
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Visit Odd LotsWho it’s for: Anyone who wants to understand the plumbing beneath the headlines.
Best way to listen
Sitting down, not while doing anything else. It is dense on purpose.
After the episode
Explain one idea from it, out loud, to someone who does not follow markets.
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