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.

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.

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.

Don't invest based on FOMC Member Projections

FOMC Member Projections - March 19, 2014

FOMC Member Projections - June 18, 2014

FOMC GDP Forecasts - Lowering Expectations (2012-Present)

Baseline thinking for central bankers is to think of the economy as a metronome: self-correcting and needing a bit of help to evoke confidence and spur demand. There is an a priori philosophical reluctance to view the economic system as an organism that is broken or sick. Moreover, as stated by David Fields in his paper on Dollar Hegemony,

the role of the US dollar in international markets, and the advantages that come with it, are the spoils of structural power. The provision of this asset allows the United States to become the source of global demand, and to insulate itself from fluctuations and contradictions of perilous cumulative disequilibria that may arise in the world economy. The US dollar enables the United States to set the global social, political, and economic conditions, within which the transmission of misery (contagion) between countries, and between global and national levels, is essentially regulated.

We have a recovery of sorts but its sustainability must be called into question. Nearly six years after the Global Financial Crash, the economy has not bounced back like a metronome and the deficiency of the global economic model, being all the more reliant on financialization, off shoring, low cost carbon based energy inputs, and the promise of so-called free trade agreements doesn't address the fact that there is no mechanism to recycle current account surpluses. The mere fact that financial market volatility is at a multi-year low is not reason for complacency. 

References:
Fields, David (Forthcoming), "Dollar Hegemony," Edward Elgar Encyclopedia on Central Banking, edited by L.P. Rochon et. al, Edward Elgar.