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Hello, today we are with Michael Fritzel.

We're going to be going down the road of economics and China and geopolitics.

And I'm going to first thank Michael for spending time with us and ask him just to tell

a little bit of, can you tell the viewers a bit about yourself?

Sure.

I'm a Swedish national, I grew up in Switzerland and then Sweden.

And then over the past 15 years or so, I've spent time in Asia, mostly working as a

bi-side research analyst for two funds or other three funds, as well as a family office.

I was in Shanghai for about four years, basically identifying companies that we would invest

in, representing two funds and then three funds there, including an Asia fund, but also

funds investing in Hong Kong and across Asia.

And in the past 10 years, I've been living in Singapore, working also still in finance.

And in the past two years, I've been focusing on writing online, basically on the sub-stack

...