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Episode TimeStamps:
02:13 - Introduction to Chen Zhao
06:19 - Why has the economy been so resilient?
11:20 - The typical electoral cycle?
16:44 - The outlook for inflation
19:27 - Concerns about stagflation - valid or not?
26:07 - Rates going back to zero?
28:48 - Achieving high sustained investment growth
31:01 - The effect of moving towards climate friendly production
32:57 - China - a deflationary force
38:38 - Bond yields - any surprises?
39:29 - Concerns about the U.S. debt dynamics?
42:07 - Have yields reached their peak?
42:54 - The situation in Europe
45:20 - Back to the 2010s?
46:36 - A global increase in spending?
47:37 - Concerns from a global risk perspective
51:00 - The Japanese economy
52:35 - The outlook for emerging markets
54:45 - Advice for other traders
55:59 - Thanks for listening