I would like an explanation from Pippa. She is optimistic about China and eastern Russia or Siberia. What does she have to say ? about China’s population collapse?
@blek996 күн бұрын
The thesis for Chinese stocks - how's this industrial uptick gonna hold up if we see global rise in protecionism? Global steel industry is already at the brink due to Chinese dumping its overproduction everywhere. To be long China now is a non-consensus call I agree, but you're betting on something totally different than your speaker suggests.
@martinauikyte8 күн бұрын
Always great to hear Bilal’s comments.
@zizouyoussef79448 күн бұрын
Good stufff Bilal
@lifeboogie10 күн бұрын
Great talk thank you. Looking good Alvaro!
@januszmichalski753311 күн бұрын
Fascinating. Would you say that algorithms were responsible for the dramatic drop in prices we saw yesterday, as well as the quick recovery of some markets (e.g., Japan)?
@Shino8814 күн бұрын
This was an amazing talk and easy listen. Really appreciate sharing this information. The future of AI in finance sounds very interesting.
@DeFi-Macrodosing15 күн бұрын
Mind blowing. Loved this one. Also, these are some very new and complex concepts, explained very clearly here. Awesome
@effexon16 күн бұрын
wow she carefully words things. I find Trump "fan" biased researchers hard to follow as they also have blindspots by that emotion. She is one of those few who dont forcefully lean to either side.
@dogburrito18 күн бұрын
Gal needs speech therapy
@JuanBarberis18 күн бұрын
Tks, Pippa & Bilal
@demonridera21 күн бұрын
The Big Tech is a tool for extraction of wealth. So long as Europe had means to do extraction of their own, it was bearable. It's not anymore. A colonised European population will revolt and the order will readjust
@rof820022 күн бұрын
That's because Dominique is looking at macro averages when there is a large difference between rich and poor, which means that even though GDP is "growing", for the poor people suffering CPI > 3% and losing their jobs, it's a recession/depression. Increasingly, poor people are making up a larger proportion of the economy and unemployment is trending up
@zizouyoussef794422 күн бұрын
Thanks Bilal ....Good stufff
@meiko_kaji29 күн бұрын
Pippa is great. Well done!
@rickm.4934Ай бұрын
Great show! Really interesting points of view on UK and French upcoming elections. Will definitely be an interesting few weeks coming up!
@crouchhillАй бұрын
I prefer Hooray Henry than the other guy 😊 DDF always great 👌
@bijeshbijuАй бұрын
Good one Henry “crisis are never too far away from Europe 😂”
@desperatewanderer742Ай бұрын
Great podcast
@alexverbeek3475Ай бұрын
Interesting that Vasileios Gkionakis references Robert Lanza at the end
@garyportugal8035Ай бұрын
great episode
@MogulProductions2 ай бұрын
great insights for EM investors!! 👏🏻
@jonhaddal2 ай бұрын
Excellent show. The data-work that Dominique does is obviously world-class. Interesting to hear how Macro Hive thinks around trading.
@PedroPatela2 ай бұрын
I really like your videos. Excellent guests and topics. Best of luck for the channel 🍀
@gcgrabodan2 ай бұрын
Super interesting, thanks Gordon and Bilal
@nicholasjackson22162 ай бұрын
This was good. However, you should have asked about the appetite for UST’s in an environment of negative double digit real yields
@Pieter1073 ай бұрын
Happy to have the old set up. Good stuff
@Shino883 ай бұрын
I really enjoy the information you guys share. Would it be possible to discuss the situation in Japan and what your outlook is with the weak yen, aging population and hesitation of BOJ.
@rafeeqturner14583 ай бұрын
Cab bitcoin function outside of pyramid schemes and what is it's intrinsic value?
@George-jm4rn3 ай бұрын
Great career advice!
@George-jm4rn3 ай бұрын
She's BACK!!! Always appreciate Dominique's perspectives and insights (even though I thought the 8% prediction was crazy).
@janalgos3 ай бұрын
she should have stuck to that prediction instead of flip flopping and doubting herself. It's looking more and more likely.
@belalmohammedkhan7933 ай бұрын
Good Conversation and excellent insights on these critical topics.
@Pieter1073 ай бұрын
Where is Dominique?
@johns44123 ай бұрын
Superb
@cr11384 ай бұрын
Dredge is a legend.
@garyportugal80354 ай бұрын
very helpful. Great episode
@truthaboveall79884 ай бұрын
Read “how to hide an empire) or devil’s chessboard
@zizouyoussef79444 ай бұрын
Thanks Bilal
@jameslovely60104 ай бұрын
At around 13 min, Duffie finally touches the elephant in the room - too much Federal gov't borrowing. He then skips to palliatives for this problem. No suggestion that much higher rates and market dysfunction should be allowed to work to chastise reckless politicians. All our universities are socialist hotbeds where market function is underminded not enabled.
@bruceaulabaugh4 ай бұрын
Great Guest!!!
@Aengrod4 ай бұрын
Good stuff
@peaceman97amd974 ай бұрын
That is by far the worst explanation of Risk premium I have ever heard in my life 🤣
@federicohan14584 ай бұрын
Welcome Henry!
@nirvaanmeharchand58964 ай бұрын
Excellent interview!
@vkmacro9194 ай бұрын
Good job Henry!
@zelinli42874 ай бұрын
Love this addition of Henry with analysis on the other side of the pond! Keep up the good work! 👏
@gcgrabodan5 ай бұрын
I would like to see a discussion bezween Dominique and Jan Hatzius or David Mericle (GS) since together with you they were among the few to predict a hot US economy, but they now predict disinflation.
@patricksullivan39195 ай бұрын
Washington is the terrorist
@seaeagle7585 ай бұрын
thanks, comedy gold once again…i love this woman…she tells me when peak stupid is