Readings/content links include the Asia Foundation’s podcast with Scott MacMillan on his recent book which traces the evolution of the development organisation BRAC, Jens Nordvig’s brief history of dollar hatred, the World Gold Council on recent trends in central bank demand, Marcelo Lopez’s conversation with Jim Grant and Jeffrey Sonnenfeld, Steven Tian and Kyle Bass on why it’s time for US businesses to disentangle from China.
- Asia Foundation: Conversation with Scott MacMillan about his book “Hope over Fate: Fazle Hasan Abed and the Science of Ending Global Poverty.” My notes here, review of the book here.
- Jens Nordvig: A brief history of dollar hatred.
- WGC: Central bank demand flipped negative in April amid Turkish selling.
- L2 Capital Partners: Marcelo Lopez’s wide-ranging conversation with Jim Grant.
- Yale Insights: It’s time to disentangle from China.