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Zoltan Pozsar

ex-CS; shadow-banking plumbing, Bretton Woods III

Former Credit Suisse strategist who mapped shadow-banking plumbing and authored the Bretton Woods III framework on commodity-backed currency realignment.

Wikipedia
#24Macro Thinkers
58/ 100
Authority scoreEstablished
1lists#24peak1primary1category
06
Top 100 Macro Thinkers
Rank #24·ex-CS; shadow-banking plumbing, Bretton Woods III
Appears alongside

Top neighbors of Zoltan Pozsar

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01
Adam Posen
PIIE; central-bank independence, Japan parallels
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Adam Tooze
Crashed; geo-financial historian, polycrisis
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Albert Edwards
SocGen; "Ice Age" thesis, secular bond bull / equity de-rating
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Anatole Kaletsky
Gavekal; "capitalism 4.0," regime-shift macro
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Andy Constan
Damped Spring; flow-of-funds macro, real-rate framework
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Andy Xie
independent China macro; bubble-cycle bear
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Barry Eichengreen
Golden Fetters; international monetary history
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Barry Knapp
Ironsides; fiscal-monetary regime model
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Last updated
10 May 2026
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