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Money Tree Investing

MacroWatch Update: Richard Duncan On China, Inflation, Recessions, Bulls, Bears, and More

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6658 Ratings

🗓️ 18 August 2023

⏱️ 76 minutes

🧾️ Download transcript

Summary

One of our favorite macro economists, Richard Duncan, joins us to discuss everything you want to know about, Inflation, China, recessions, bull-bear case for the future of the markets, and what are high rates going to do with the economy.

For more information, visit the show notes at https://moneytreepodcast.com/richard-duncan-macro-watch 

Today's Panelists:

 

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Transcript

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0:00.0

Welcome to the Money Tree Investing Podcast.

0:04.8

Stock market, wealth, personal finance, value stocks, invest in your life.

0:10.9

Hello, Smart Money Tree podcast listeners.

0:12.8

Welcome to this week's show.

0:14.0

My name's Kirk Chisholm and I will be your host.

0:16.6

So today we're talking with my good friend Richard Duncan.

0:19.5

How are you today, Richard?

0:20.6

Very well. Kirk, thank you for having me back on.

0:23.5

Well, Richard's a friend. He's been on the show a few times. Great content. We wanted to bring

0:28.4

them back, especially because of what's going on in the markets. We thought, who better to explain

0:33.1

this than Richard. So for the listeners who haven't heard you before, Richard, tell us a little bit about your background. Okay. I have spent all of my career really living and working in Asia. I moved out to

0:43.2

Hong Kong when I was 25 and started working as a securities analyst and have worked in Hong Kong and

0:50.0

Singapore and Thailand a few times each as an analyst initially and an economist, a strategist.

0:57.8

I worked at the World Bank in Washington for a couple of years. I was the head of global

1:04.0

investment strategy for ABN Amro Asset Management in London for a few years, looking at all the asset classes globally.

1:13.1

And along the way, I've written four books.

1:15.3

Most recent one is called The Money Revolution, How to Finance the Next American Century.

1:21.7

And my business now is MacroWatch.

1:24.5

MacroWatch is a video newsletter that I sell on a subscription basis. So I've been doing

1:29.8

that for 10 years. Well, glad to have you back in the show. Love your content. Richard,

1:35.2

you know, the world's changed a lot in the last two years. You know, I think that most people don't

1:41.0

realize that we've kind of gone through this paradigm shift.

...

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