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.
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