Rogue Macro - Audio

← Rogue Macro - Audio7 May · 8 min

ZHENG HE: CHINA'S IMPERIAL BOONDOGGLE

ZHENG HE: CHINA'S IMPERIAL BOONDOGGLE7 May8 min

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Rogue Macro delivers contrarian macro and geopolitical analysis focused on markets, money, power, and civilization through a systems-level, evolutionary lens.

We go beyond surface-level market commentary and Federal Reserve watching, analyzing global liquidity, debt cycles, interest rates, inflation, currencies, energy, and geopolitics as interconnected forces shaping the world economy. We integrate macroeconomics, monetary theory, demographics, psychology, history, and geography into a coherent framework for understanding long-term cycles, institutional decline, and regime change.