4.8 • 670 Ratings
🗓️ 29 May 2024
⏱️ 68 minutes
🧾️ Download transcript
Join Alan Dunne in conversation with Gary Gerstle, Professor of American History at the University of Cambridge and author of "The Rise and Fall of The Neoliberal Order", as they delve into the shifting landscape of the global political order. From the decline of the New Deal Order to the ramifications of the Global Financial Crisis, Gary traces the trajectory of the Neoliberal Order and its impact on contemporary society. Exploring the nuances of Bidenomics, they analyse the sustainability of current fiscal and industrial policies amidst rising inequality and geopolitical tensions. Gary shares insights on the potential rise of authoritarianism worldwide, the implications of protectionism, and the prospect of increased antitrust activism in the US. Finally, they turn their attention to the upcoming US presidential elections, examining the contenders and the pivotal factors that could shape the outcome.
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Episode TimeStamps:
02:26 - Introduction to Garry Gerstle
05:50 - Understanding political order and neoliberalism
12:04 - How important are the economic principles in dismantling the neoliberal order?
20:06 - What will drive the new political order?
29:01 - How the West's approach to China has changed
36:19 - Do banks have too much power?
43:34 - Is the U.S deficit a constraint going forward?
47:24 - The 4...
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0:00.0 | We are living through a technological revolution of a magnitude, |
0:10.0 | certainly not seen since the Industrial Revolution of the 18th and 19th century. |
0:15.0 | And in terms of information, maybe not since the invention of the printing press |
0:20.0 | in the 1400s. So this technological revolution |
0:26.2 | is extraordinary. The innovation has been extraordinary. The way in which our lives have been |
0:31.5 | changed by media is extraordinary. And it's going to take us 100 years to work through all these changes |
0:40.4 | in terms of living patterns and adjustments that we have to make in light of that. |
0:47.1 | Imagine spending an hour with the world's greatest traders. |
0:51.0 | Imagine learning from their experiences, their successes, and their failures. Imagine no more. |
0:57.4 | Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers |
1:02.6 | in the world so you can take your manager, due diligence, or investment career to the next level. |
1:08.2 | Before we begin today's conversation, remember to keep two things in mind. |
1:12.2 | All the discussion we'll have about investment performance is about the past, and past performance |
1:16.7 | does not guarantee or even infer anything about future performance. Also understand that there's a |
1:22.1 | significant risk of financial loss with all investment strategies, and you need to request and |
1:26.8 | understand the specific risks |
1:28.5 | from the investment manager about their product before you make investment decisions. |
1:33.0 | Here's your host, veteran hedge fund manager, Nealz Kostrup Larson. |
1:42.8 | Welcome and welcome back to another conversation in our series of episodes that focuses on markets and investing from a global macro perspective. |
1:50.9 | This is a series that I not only find incredibly interesting, as well as intellectually challenging, but also very important given where we are in the global economy and the geopolitical cycle. |
2:03.7 | We want to dig deep into the minds of some of the most prominent experts to help us better understand |
2:08.8 | what this new global macro-driven world may look like. |
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