TTU Trend Barometer
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Ideas Lab

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Martin on Twitter & Read his Book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

02:23 – Introduction to Martin Wolf
07:45 – Why do capitalism and democracy go so well together?
14:46 – The conflicts between capitalism and democracy
18:43 – Is the risk to democracy global?
23:15 – A changed view after the election?
27:29 – Making process in a divided country
35:00 – A sign of desperation
36:58 – Success takes small steps?
44:35 – The importance of local democracies
50:58 – Thanks for listening

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Follow Niels on Twitter, LinkedIn and YouTube.

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Follow Stephen on Twitter & Read his Book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

02:38 – Introduction to Stephen Roach
07:37 – Why are false narratives so prevalent?
12:52 – Stephen's favorite false narrative
17:07 – A dangerous narrative
22:02 – A political backstep?
28:00 – A lack of telecom infrastructure
29:58 – The false narratives of China
40:47 – The fear of containment
45:27 – Potential ways forward
49:15 – The bilateral investment treaty
55:54 – How has Stephen's ideas been received?
57:56 – Thanks for listening
59:13 – Key takeaways from Niels

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Rana on Twitter & Read her Book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

02:49 – Introduction to Rana Foroohar and her new book
11:42 – What will the new world bring?
17:01 – The problems with Big Food
21:58 – The fascinating story of Molly Jahn?
28:08 – A realistic solution?
31:14 – A passion for manufacturing
37:22 – The pendulum is swinging
38:47 – An era of Hyper Localization
42:05 – The power of Additive Manufacturing
45:20 – The role of Data & the story of Audrey Tang
55:15 – The 100 homes project

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack.

Follow Ashoka on Twitter & read his book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

04:14 – Introduction to Ashoka Mody
10:19 – The development path of East Asia
14:41 – The path that India did not take
19:32 – The path they did take
23:37 – Different versions of India
30:37 – What is Hindutva?
34:09 – The Guljurat model of development
39:34 – A corrupted government
46:17 – Finding the accurate data
51:45 – Press freedom in India
54:37 – India – the new China?
56:53 – Building a better India
01:02:23 – Key takeaways from Niels

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack.

Follow Perry on Twitter & read his book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

02:27 – Introduction to Perry Mehrling and Charles Kindleberger
10:03 – What is the Sterling System?
15:01 – Establishing a central bank
23:35 – The impact of World War 2
31:32 – What does it take to be a key currency country?
48:53 – Fed – From lender to dealer
54:49 – Are swap lines structured the right way?
01:01:14 – War in Ukraine – what would Charlie have thought?
01:04:25 – Book recommendations
01:07:43 – Key takeaways from Niels

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack.

Follow David on Twitter & read his book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

02:13 – Introduction to David Rubinstein
07:02 – From lawyer to investor
11:48 – What inspired the book?
16:32 – Is capitalism going out of fashion?
18:43 – The path to becoming an investor
25:11 – Diversification vs concentration
30:07 – The bigger the better?
35:38 – Reasons to be cautious?
37:25 – Can you rely on philanthropists?
44:58 – Charity – a problem solver?
51:44 – Rubensteins approach to reading
54:49 – Baseball jargon
55:43 – Key takeaways from Niels

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack.

Follow Susan on Twitter & read her book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

00:00 – Intro
03:31 – Introduction to Susan and her work
08:07 – What is the 21st Century China Center?
10:37 – Why did Susan write the book?
16:27 – How did the overreach begin?
24:58 – Purging a corrupt system
31:36 – Examples of derailed politics
37:25 – Dealing with Covid19 protests
45:02 – From peaceful to totalitarian
48:18 – Getting back to a peaceful rise
55:34 – Fear of going to back to China?
01:00:14 – Key takeaways from Niels

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack.

Follow Chris on Twitter & read his book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

00:00 – Intro
03:37 – Introduction to Chris and his work
06:17 – About his research process
09:50 – Why are semiconductor chips so important?
14:39 – How did we end here?
18:24 – About ASML and their role
26:02 – How and why was TSMC founded?
37:44 – The battle between China and U.S.
47:47 – A potential for conflict
51:20 – Disruption ahead?
54:16 – Key takeaways from Niels

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Twitter.

Follow Richard on Twitter & read his book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

00:00 – Intro
04:29 – Introduction to Richard Duncan and his book
15:35 – Credit creation and consumption – a long term growth strategy?
22:54 – The problems with foreign central bank credit
31:45 – Reflecting on Alan Greenspan’s response
34:02 – Addicted to credit growth?
36:23 – How will the next 6-12 months look?
46:16 – Why is the CHIPS and Science Act so important?
56:21 – Should the FED stop pay interest on reserves?
01:03:22 – Is Duncan’s model of the economy being acknowledged?
01:07:14 – Key takeaways from Niels

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Twitter.

Follow Annie on LinkedIn & read her book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

00:00 – Intro
02:24 – Introduction to Annie Duke and her book 
07:14 – Key takeaways from her book
10:03 – Quitting at the right time
18:08 – Work smarter, not harder
23:04 – Are we overestimating ourselves?
29:57 – Setting rules and making decisions
35:27 – The benefits of splitting the decision
42:04 – Keep it systematic
49:10 – Pros and cons of setting goals
54:32 – What role does age play?
01:03:38 – Key takeaways from Niels

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Twitter.

Follow Oded on LinkedIn & read his book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

00:00 – Intro
04:00 – Introduction to Oded Galor
07:29 – Fundamental insights from Galor’s book
09:49 – From Stagnation to Growth
21:22 – Education and the labour force
30:24 – The impact of longer-term structural forces
40:38 – Can new cultures emerge?
43:31 – How does diversity impact a society?
50:08 – Is China falling behind?
52:09 – How diversity should be measured?
59:11 – Galor’s advice for moving forward
01:06:00 – Key takeaways from Niels

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Twitter.

Follow Edward on LinkedIn & read his book.

IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

00:00 – Intro
02:19 – Introduction to Edward 
04:19 – The process of writing his latest book
14:15 – Are we forgetting the economic history?
19:34 – How Edward approaches his study of Interest
25:43 – The impact of interest rates
35:22 – The notion of zombie companies
46:04 – Can bubbles be beneficial?
52:01 – How interest rate affects global supply chains
57:27 – Central banks and price stabilization
01:04:54 – Should Central Banks prevent bubbles?
01:08:39 – Is a zero-interest policy a threat to capitalism?
01:14:14 – Key takeaways from Niels

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