Paul Krake of View from the Peak and I discuss Macro Thoughts' views over the past 12 months, why current Emerging Market volatility had been anticipated, and that Argentina, Venezuela and Turkey may be the tip of the iceberg. We also cover China’s growing influence on the world through Belt and Road, and the increasing impact that Chinese policy has on the global economy. Next, we discuss Europe at length; the structural issues, how those issues have affected the growth in populism, and how that in turn affects asset prices.

Download the presentation China – the Dollar – Coincidence

This podcast was originally published on Money Maven's View from the Peak on 20th August 2018.

Source: https://moneymaven.io/viewfromthepeak