TTU Trend Barometer
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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:

02:18 – Introduction to Zoe Liu and her book
05:16 – Why did she write the book?
08:30 – The build-up of China's reserves
13:55 – The key institutions and how they evolved
19:40 – A real succes?
25:09 – The origin and history of the CIC
28:26 – The evolution of CICs investment strategy
34:15 – The next stage in their evolution
38:59 – The indirect investments of CIC
41:10 – An example of the power dynamics
44:16 – The role of SAFE
53:40 – A model worth imitating?
55:20 – Could this book be written today?
57:20 – Key takeaways from Niels

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Neil on Twitter and 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:

02:15 – Introduction to Neil Howe
03:43 – What characterise each turning?
17:53 – A generation cliff
25:18 – The importance of the financial crisis in 2008
27:55 – Cycles are non linear
30:08 – Every crisis has a catalyst
35:56 – A polarised and divided world
41:29 – Can conflict bring us together?
48:30 – The outlook for war and conflict
52:12 – A millennial revolution
58:18 – Will boomers give up?
01:07:48 – How will society change?
01:19:57 – Key takeaways from Niels

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

Follow Mark 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:

02:12 – Introduction to Mark Mills and his book
10:00 – What is meant by “the cloud”?
15:46 – The Cloud Revolution
21:44 – Collecting data with AI
28:10 – What is computational material and how is it used?
36:05 – Designing material with AI
40:08 – Getting more out of technology
48:43 – Working with robots
52:21 – Increasing productivity in health care
57:55 – Key takeaways from Niels

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Follow Niels on Twitter, LinkedIn and YouTube.

Follow Kevin on Substack & Read his Book.

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:

02:05 – Introduction to Stephen King and his book
09:00 – The relationship between public behaviour and the supply of money
13:21 – Can it be deflationary?
17:12 – The Taylor Burton effect
30:29 – The unfairness of inflation
37:46 – Has the impact of inflation become worse over time?
46:26 – Institutional changes and inflation bias
51:04 – Is the radar still switched off?
52:49 – A collapse in money supply?
55:50 – Are central banks acting too slow?
58:31 – The current state of supply conditions
01:02:26 – The relationsship between demographics and inflation
01:05:57 – Building the ideal Fed

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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.

Follow Kevin on Substack & Read his Book.

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

by

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

by

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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