Opportunities for Value Investing, China's Digital Currency, & the Pivot to Asia | James Aitken

Hidden Forces

Demetri Kofinas

Business, Government

4.8 • 1.6K Ratings

🗓️ 23 August 2021

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

In Episode 204 of Hidden Forces, Demetri Kofinas speaks with investor and macro-financial strategist James Aitken.

This is an over 2-hour-long conversation that ranges from a discussion about the oil industry and the impact of ESG mandates on prices, to the short-and-medium-term impacts of monetary & fiscal policy on inflation, to the post-Covid economy and opportunities for value investing.

In the Overtime, James and Demetri pivot their discussion to Asia and the ongoing crackdown in Chinese capital markets, as well as the disruptive implications of China's deployment of its digital currency electronic payments (DCEP) system and what it means for companies and investors doing business in China. They also discuss the impact that these drastic regulatory changes and disruptive technological innovations will have on American foreign policy and the future of the dollar.

You can access the episode Overtime, as well as the transcript and rundown to this week's episode through the Hidden Forces Patreon Page. All subscribers gain access to our overtime feed, which can be easily added to your favorite podcast application.

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Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

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Episode Recorded on 08/18/2021

Transcript

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0:00.0	What's up everybody?
0:22.8	My name is Demetra Caffeines and you're listening to Hidden Forces, a podcast that inspires
0:28.7	investors, entrepreneurs, and everyday citizens to challenge consensus narratives and to learn
0:35.0	how to think critically about the systems of power shaping our world.
0:39.8	My guest in this week's episode is investor and macro financial strategist James Aiken.
0:45.4	I stole James from Grant Williams who had him on his podcast in late December of last year,
0:51.0	so it would be who you would listen to that episode as well because it served as the inspiration
0:56.0	for this conversation.
0:57.9	James and I spoke for well over two hours and the conversation raised from a discussion
1:02.0	about the oil industry and the impact of ESG mandates to monetary and fiscal policy to
1:08.1	the post-COVID economy and opportunities for value investing.
1:12.8	In the over time, James and I pivot to Asia to discuss the ongoing crackdown in Chinese
1:18.2	capital markets as well as the disruptive implications of China's deployment of its digital currency
1:24.7	electronic payment system and what this means for not only companies and investors doing
1:29.7	business and allocating capital in China, but also for American foreign policy and the
1:34.8	future of the dollar.
1:36.8	This was a phenomenal episode, so without any further ado, please enjoy this week's conversation
1:43.1	with my guest, James Aiken.
1:50.1	James Aiken, welcome to Hidden Forces.
1:52.8	I'm glad we could make this happen.
1:54.0	We've been back and forth for six months and it's nice to have a chat with you, Dimitri.
1:57.8	It's fantastic and we are doing it from your library, which is great.
	...

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