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LINKS FROM TODAY’S EPISODE

Read the full transcript from Erik’s interview
Find Erik on Twitter
MacroVoices.com
Jack Schwager’s Market Wizards books
Jim Rogers
Nikolai Kondratiev and the long-wave business cycle
The Fourth Turning by William Strauss and Neil Howe
The Triffin Paradox, or the “Triffin dilemma”
Kyle Bass on Twitter
Michael Covels on the Jay Kim Show
Michael Covel on Trend Following
Electric unicycles

 
DETAILED SHOW NOTES

(00:44) Jay’s introduction of Erik
(01:34) Erik’s self-introduction and how he got into investing
(04:26) Living on a yacht is not all it’s cracked up to be
(05:01) Erik reinvents himself as a macro investor and eventually started a hedge fund
(07:49) Erik explains why he embraced macro investing, as opposed to another school of thought
(10:05) Considering the big picture and long-wave business cycles
(14:42) The big changes Erik sees coming in the next 10 to 15 years — first up, the price of oil
(18:08) The second big change — the world’s reserve currency and de-dollarization
(20:06) Another potential change — a government-backed cryptocurrency
(21:30) “This is Asia’s century.”
(22:51) Triffin’s paradox and a brief history of the petrodollar
(31:59) Erik’s cautions concerning investing in Asia
(38:02) When investing in Asia, Erik recommends this route
(40:46) Erik’s views on cryptocurrencies
(46:06) Erik’s advice for new investors
(48:31) About Erik’s podcast, Macro Voices