From FT Alphaville:
Meet Zoltan, the sellside Jules VerneFTAV sits down with Credit Suisse’s money savant and man-of-the-moment, Zoltan Pozsar
There are financiers whose names adorn gallery wings and university dormitories. The world of money has even yielded a few who can be identified by first name only — at least to insiders. But there is only one that boasts their own hashtag.
Whenever Credit Suisse’s Zoltan Pozsar publishes research, the financial corners of Twitter will light up with comments on the latest from #Zoltan. (Even the WSJ has noticed the phenomenon.) Not everyone is a fan of his often complex explorations of the most recondite recesses of the financial system, or his far-ranging discussions on its future. But no one denies Pozsar’s influence, which is why FT Alphaville hit him up on a recent visit to New York.
Pozsar’s first brush with fame came in the wake of the financial crisis, when the young Hungarian economist became known as one of the leading taxonomists of “shadow banking”. But it is Pozsar’s recent ruminations on the future of the dollar-based global financial order in the wake of Russia invading Ukraine that have transformed him into one of Wall Street’s most read (and most controversial) analysts....
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