Paul Brodsky's guest appearances

Paul Brodsky

Macro Voices

Peak Prosperity

Light Reading Podcasts

Elon Musk

Gene Guarino

Daniel Quinn

Ron Paul

Mike Maloney

Doug Noland

Gail Tverberg

Jim Rickards

Ken McElroy

Marianne Williamson

Mark Skousen

Rick Rule

Robert Kiyosaki

James Rickards

James Howard Kunstler

OwlTail

On this podcast, TeleGeography's Paul Brodsky joins Light Reading's Phil Harvey to talk about international voice traffic and how the mix of traffic on carrier networks has changed over the years. TeleGeography's latest estimates say that international over-the-top (OTT) voice traffic reached 1 trillion minutes in 2019, compared to just 432 billion minutes of international carrier traffic. People are still calling each other on the phone, and carriers are still moving that traffic, but how they're connecting has certainly changed, Brodsky said.Sign up today for the Light Reading newsletter. Hosted on Acast. See acast.com/privacy for more information.

On this podcast, TeleGeography's Paul Brodsky joins Light Reading's Phil Harvey to talk about international voice traffic and how the mix of traffic on carrier networks has changed over the years. TeleGeography's latest estimates say that international over-the-top (OTT) voice traffic reached 1 trillion minutes in 2019, compared to just 432 billion minutes of international carrier traffic. People are still calling each other on the phone, and carriers are still moving that traffic, but how they're connecting has certainly changed, Brodsky said.<a href="https://www.lightreading.com/newsletter_signup.asp?utm_source=referral&amp;utm_medium=Acast&amp;utm_campaign=Podcast_CTA" rel="noopener noreferrer nofollow" target="_blank">Sign up today for the Light Reading newsletter.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

TeleGeography's Paul Brodsky: Carrier voice traffic is still going over-the-top

"It's impossible to have a political solution to a balance sheet problem" says Paul Brodsky, bond market expert and co-founder of QB Asset Management.The world has simply gotten itself into too much debt. There are creditors that expect to be paid, and debtors that are having an increasingly difficult time making their coupon payments. No amount of political or policy intervention is going to change that reality. (Unless a global "debt jubilee" transpires, which Paul thinks is unlikely).Looking at the global monetary base, Paul sees it dwarfed by the staggering amount of debts that need to be repaid or serviced. The reckless use of leverage has resulted in a chasm between total credit and the money that can service it.So how will this debt overhang be resolved?Central bank money printing -- and lots of it -- thinks Paul.At this point, the danger posed by the instability of our monetary and fiscal house of cards is so great that trying to time an investment program to when this avalanche of printing will occur too risky, in Paul's opinion. It's time to shift your remaining capital into hard assets and sit on the sidelines to watch the carnage play out.

"It's impossible to have a political solution to a balance sheet problem" says Paul Brodsky, bond market expert and co-founder of QB Asset Management. The world has simply gotten itself into too much debt. There are creditors that expect to be paid, and debtors that are having an increasingly difficult time making their coupon payments. No amount of political or policy intervention is going to change that reality. (Unless a global "debt jubilee" transpires, which Paul thinks is unlikely). Looking at the global monetary base, Paul sees it dwarfed by the staggering amount of debts that need to be repaid or serviced. The reckless use of leverage has resulted in a chasm between total credit and the money that can service it. So how will this debt overhang be resolved? Central bank money printing -- and lots of it -- thinks Paul. At this point, the danger posed by the instability of our monetary and fiscal house of cards is so great that trying to time an investment program to when this avalanche of printing will occur too risky, in Paul's opinion. It's time to shift your remaining capital into hard assets and sit on the sidelines to watch the carnage play out.

Paul Brodsky: Central Banks are Nearing the 'Inflate or Die' Stage

Paul Brodsky is co-founder and co-managing member of QB Asset Management. Paul spent several decades trading bonds and other securities for such Wall Street firms as Drexel Burnham Lambert, Kidder Peabody and Spyglass Capital, where he actively managed mortgage-backed derivative funds for over a decade (over 85% of investor capital in that fund was returned by June 2006, before the wide-scale credit contraction occured). QB Asset Management serves accredited investors - more information on the firm and it's investment strategy can be obtained by emailing Paul.

Paul Brodsky: The Seeds of Our Destruction Were - And Still Are - Sown in the Bond Markets