In the spirit of last week’s feature, which asked a few of our contributors to speak about things that they believe to be true but know they could never prove, we present this week’s podcast interview with Paul Brodsky. Though we spoke with the benefit of data and research, the ultimate subject of our conversation was difficult to draw solid conclusions about: the probability of a shift in the way that humans store and exchange value.
For many years, Brodsky has been a partner at QB Asset Management, a firm that recently folded into Kopernik Global Investors, which was founded by Dave Iben, CFA. We began our conversation with Brodsky by talking about Plato’s Allegory of the Cave, which he uses to introduce his thinking about monetary policy. What follows in part 1 is a wide-ranging discussion that treats the mechanics of the global system of interchange and our financial infrastructure.
We begin part two with a question from Jason Voss that is likely at the top of many investor’s minds: what is the catalyst that spurs the radical shift we are discussing?
I had a great discussion with Paul Brodsky and my colleague Jason Voss. If you like this sort of stuff you should subscribe to Inside Investing.