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Danny Moses interviews Dr. Jim Walker from Aletheia Capital. They discuss Dr. Walker's pioneering of independent research firm Asianomics, its evolution, and current focus at Aletheia Capital. The conversation delves into the differences between the Austrian School of Economics and Keynesian economic theories, particularly in how government interventions impact the economy. Dr. Walker shares insights on the Thai baht devaluation of 1997 and its parallels to current economic conditions. The discussion also covers the recent US tariff policies, their impact on global trade, and the potential for a recession in the US. Later in the episode, Dr. Walker touches on geopolitical risks like the potential China-Taiwan conflict and their economic implications. On a lighter note, they talk about Dr. Walker’s passion for horse racing and Scottish football. Stick around after the interview for Danny's Kentucky Derby preview!
4.8
115115 ratings
Danny Moses interviews Dr. Jim Walker from Aletheia Capital. They discuss Dr. Walker's pioneering of independent research firm Asianomics, its evolution, and current focus at Aletheia Capital. The conversation delves into the differences between the Austrian School of Economics and Keynesian economic theories, particularly in how government interventions impact the economy. Dr. Walker shares insights on the Thai baht devaluation of 1997 and its parallels to current economic conditions. The discussion also covers the recent US tariff policies, their impact on global trade, and the potential for a recession in the US. Later in the episode, Dr. Walker touches on geopolitical risks like the potential China-Taiwan conflict and their economic implications. On a lighter note, they talk about Dr. Walker’s passion for horse racing and Scottish football. Stick around after the interview for Danny's Kentucky Derby preview!
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