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02:33 - Introduction to Christian Mueller-Glissmann
04:05 - The global macro perspective
08:13 - The changing relationship between stocks and bonds
12:25 - Structural and cyclical issues
21:35 - Is this inflation different?
28:15 - The lag of structural effects
32:04 - The age of abundance
36:45 - Time to shift back to active management
43:10 - The introduction of derivatives and how it affects the economy
52:21 - A move away from bonds and how it will affect us
01:00:06 - Does the interest cycle exist?
01:00:52 - The Dynamic Balanced Bear
01:03:21 - Final thoughts