IL16: False Narratives - A Path to a World of Conflict ft. Stephen Roach
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 670 Ratings
🗓️ 19 April 2023
⏱️ 61 minutes
🧾️ Download transcript
Summary
Get ready for a thought-provoking conversation with Stephen Roach, former Chief Economist at Morgan Stanley and current Senior Fellow at Yale’s Paul Tsai China Center, as he delves into the deteriorating relationship between China and the US. With his new book "Accidental Conflict: America, China and the Clash of False Narratives", Stephen unravels the narratives that led to this new Cold War and provides a clear path towards interdependency and healthier economies. With his unique perspective and ability to reach policy makers on both sides, Stephen gives us an insight into the complexity of this relationship and how it can be mended. Don't miss out on this insightful discussion.
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Episode TimeStamps:
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...
Transcript
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| 0:00.0 | When I attempt to present it in the U.S., especially into our government, whether it's the Congress or the White House, basically there's no interest. |
| 0:19.6 | I mean, the response is something like, you got to be kidding. |
| 0:22.6 | You know, we do not, we are not interested in a bureaucracy. |
| 0:27.6 | We know what the problem is, and we want the Chinese to be more responsive to our perspective. |
| 0:36.6 | I definitely feel that we play just as an important role in China in leading to this |
| 0:45.4 | dysfunctional relationship, and it's our obligation to really commit to a different approach to |
| 0:53.1 | managing the relationship. |
| 0:55.0 | And if you don't like the secretary, give me a better idea. |
| 0:58.0 | I'm happy to listen to it. |
| 1:00.0 | Imagine spending an hour with the world's greatest traders. |
| 1:05.0 | Imagine learning from their experiences, their successes, |
| 1:08.0 | their successes, and their failures. |
| 1:10.0 | Imagine no more. Welcome to Top |
| 1:13.2 | Traders Unplugged, the place where you can learn from the best hedge fund managers in the world, |
| 1:18.3 | so you can take your manager, due diligence, or investment career to the next level. Before we |
| 1:23.4 | begin today's conversation, remember to keep two things in mind. All the discussion we'll |
| 1:27.9 | have about investment performance is about the past, and past performance does not guarantee or even |
| 1:33.2 | infer anything about future performance. Also understand that there's a significant risk of |
| 1:37.9 | financial loss with all investment strategies, and you need to request and understand the |
| 1:42.5 | specific risks from the investment manager about their product |
| 1:45.4 | before you make investment decisions. |
| 1:47.8 | Here's your host, veteran hedge fund manager, Niels Kostrup Larson. |
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