My guest today is Richard Quin of Bentham Asset Management, one of Australia's most respected money managers. During our conversation we discuss inflation and what this means for the economy, interest rates, and investors. We talk about China Evergrande Group and what it really means for the markets and for investors, and why this is not another Lehman Brothers. And we talk about the Australian market, interest rates, the impact on housing, and what Australian investors need to think about.