Macro Hive Conversations With Bilal Hafeez

Stephen Roach On The Dollar's Coming 35% Decline


Listen Later

In this episode, I talk with Stephen Roach. Stephen is well known for his 30-year stint at Morgan Stanley, where he was Chairman of Morgan Stanley Asia and Chief Economist. He's currently a Senior Fellow at Yale University's Jackson Institute of Global Affairs and a Senior Lecturer at Yale's School of Management. At Yale, he has introduced new courses on "The Next China" and "The Lessons of Japan.". He's an author too with his recent book published in 2014, which is called Unbalanced: The Codependency of America and China". In this podcast, we discuss:

  1. How poor public health investment has made the recession worse
  2. Implications of the US's diminished role on the global stage
  3. Three reasons for the dollar's coming decline
  4. The problem with the lack of US savings
  5. Why investment has been too low
  6. The problem with Trump's China policy
  7. The need for Europe to stand up on the global stage
  8. Likely Biden policies if he wins
  9. Life after Wall Street
...more
View all episodesView all episodes
Download on the App Store

Macro Hive Conversations With Bilal HafeezBy Bilal Hafeez

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

93 ratings


More shows like Macro Hive Conversations With Bilal Hafeez

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,062 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

585 Listeners

Odd Lots by Bloomberg

Odd Lots

2,001 Listeners

Macro Musings with David Beckworth by Mercatus Center at George Mason University

Macro Musings with David Beckworth

383 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

943 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,462 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

910 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

356 Listeners

Saxo Market Call by SaxoStrats

Saxo Market Call

126 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

81 Listeners

Excess Returns by Excess Returns

Excess Returns

84 Listeners

Forward Guidance by Blockworks

Forward Guidance

272 Listeners

Macro Mondays by Andreas Steno Larsen and Mikkel Rosenvold

Macro Mondays

24 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

418 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

154 Listeners