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02:42 - Introduction to Shapiro & Hirst
09:22 - Where lies the uncertainty?
11:01 - The ultimate impact on markets
15:32 - Reflecting on Peter Zeihan's work
25:17 - Can we rely on Chinese data?
34:34 - The problems with Chinese real-estate
36:56 - Xi Jinpings geopolitical ambitions
40:35 - Can China still influence global growth?
46:51 - The relationship between Russia and China
48:50 - Are we heading towards deglobalization?
54:19 - A disruption in global commodities
01:04:49 - A bad outlook for equities?*
01:07:57 - Are we forgetting Latin America?*
01:10:08 - A shift in equities?
01:12:18 - Thanks for listening