Is he predicting a hard Liang Ding?

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?

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.

Always great to hear Bilal’s comments.

Good stufff Bilal

Great talk thank you. Looking good Alvaro!

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)?

This was an amazing talk and easy listen. Really appreciate sharing this information. The future of AI in finance sounds very interesting.

Mind blowing. Loved this one. Also, these are some very new and complex concepts, explained very clearly here. Awesome

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.

Gal needs speech therapy

Tks, Pippa & Bilal

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

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

Thanks Bilal ....Good stufff

Pippa is great. Well done!

Great show! Really interesting points of view on UK and French upcoming elections. Will definitely be an interesting few weeks coming up!

I prefer Hooray Henry than the other guy 😊 DDF always great 👌

Good one Henry “crisis are never too far away from Europe 😂”

Great podcast

Interesting that Vasileios Gkionakis references Robert Lanza at the end

great episode

great insights for EM investors!! 👏🏻

Excellent show. The data-work that Dominique does is obviously world-class. Interesting to hear how Macro Hive thinks around trading.

I really like your videos. Excellent guests and topics. Best of luck for the channel 🍀

Super interesting, thanks Gordon and Bilal

This was good. However, you should have asked about the appetite for UST’s in an environment of negative double digit real yields

Happy to have the old set up. Good stuff

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.

Cab bitcoin function outside of pyramid schemes and what is it's intrinsic value?

Great career advice!

She's BACK!!! Always appreciate Dominique's perspectives and insights (even though I thought the 8% prediction was crazy).

Good Conversation and excellent insights on these critical topics.

Where is Dominique?

Superb

Dredge is a legend.

very helpful. Great episode

Read “how to hide an empire) or devil’s chessboard

Thanks Bilal

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.

Great Guest!!!

Good stuff

That is by far the worst explanation of Risk premium I have ever heard in my life 🤣

Welcome Henry!

Excellent interview!

Good job Henry!

Love this addition of Henry with analysis on the other side of the pond! Keep up the good work! 👏

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.

Washington is the terrorist

thanks, comedy gold once again…i love this woman…she tells me when peak stupid is