Follow Kevin on Substack.
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.
And you can get a free copy of my latest book "The Many Flavors of Trend Following" here.
Learn more about the Trend Barometer here.
02:27 - Introduction to Perry Mehrling and Charles Kindleberger
10:03 - What is the Sterling System?
15:01 - Establishing a central bank
23:35 - The impact of World War 2
31:32 - What does it take to be a key currency country?
48:53 - Fed - From lender to dealer
54:49 - Are swap lines structured the right way?
01:01:14 - War in Ukraine - what would Charlie have thought?
01:04:25 - Book recommendations
01:07:43 - Key takeaways from Niels