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02:36 - Introduction to Helen Thompson
06:31 - Why did she write her book, "Disorder: Hard Times in the 21st Century"?
10:15 - The outlook for Europe's oil and gas dependency
17:23 - A longer-term structural challenge?
21:21 - A rebirth of the industrial policy
25:39 - Deglobalization - how real is it?
29:31 - What has caused the roll-back of globalization?
34:13 - When will we see a shift back to disciplined physical policies
37:49 - Is the secular stagnation behind us?
42:06 - Should we expect more frequent spikes in oil prices?
44:25 - The shifting Saudi-US relationship - a potential risk?
48:35 - A challenged dollar?
53:16 - Is this time different?
57:38 - The civil discontent in the U.S.