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Episode TimeStamps:
02:42 – Introduction to Shapiro & Hirst
09:22 – Where lies the uncertainty?
11:01 – The ultimate impact on markets
15:32 – Reflecting on Peter Zeihan's work
25:17 – Can we rely on Chinese data?
34:34 – The problems with Chinese real-estate
36:56 – Xi Jinpings geopolitical ambitions
40:35 – Can China still influence global growth?
46:51 – The relationship between Russia and China
48:50 – Are we heading towards deglobalization?
54:19 – A disruption in global commodities
01:04:49 – A bad outlook for equities?*
01:07:57 – Are we forgetting Latin America?*
01:10:08 – A shift in equities?
01:12:18 – Thanks for listening