Friday, March 17, 2017

A World In Disarray

Air Date: Mar 16, 2017 Length: 30:27
About this Video Richard Haass, president of the Council on Foreign Relations, joins The Agenda to discuss his latest book, "A World in Disarray: American Foreign Policy and the Crisis of the Old World Order." Haass explains how the rules and institutions that have guided international relations since the Second World War are becoming obsolete. He argues for a new global system that meets today's challenges.

Wednesday, February 22, 2017

Louis-Vincent Gave translates geopolitical events of 2016 into investment opportunities for 2017

Louis-Vincent Gave discusses with Erik Townsend:

China Reflation Trade
Is Chinese Growth Rolling Over?
Will Trump Get a Weaker US Dollar?
Brexit and the Future of the European Union
Philippines and Rodrigo Duterte
Rise of the Chinese Empire
India and the Indian Currency System
Opinions on Stocks and Bonds
Investment Themes for 2017
Risks for 2017

I thought the insight into Asia, specifically the Phillippines under Duerte, Xi Jinping's imperial ambitions, and the role of corruption within an developing economy (India) were particularly useful.

Friday, February 10, 2017

Jim Rogers: Macro Outlook in the Trump Era

Jim Rogers incorrectly conflates the current period of US hegemony where we live under a dollar standard with the previous instances of European imperial dominance where global trade and commerce was constrained under a gold standard. Notwithstanding that, it is an entertaining interview, and Rogers' critique of the view that many uncomfortable with immigrants and refugees see them as the other ("their food smells bad, they smell bad") is prescient in the current era.

Sunday, January 29, 2017

David Rosenberg: Opportunities and Outlook for 2017 via Macrovoices

The interview with David Rosenberg begins at 8:05. Differences of opinion make markets but I think he is spot on in stating the that calls for the death of the secular bull market in bonds is premature.

Monday, March 7, 2016

Europe is Aging