The Parkview Podcast

In this weeks episode of the Parkview Podcast we take a look at the world of sovereign advisory. To walk us through this topic, our guest this week is Jill Dauchy, who has acted as a trusted advisor to more than a dozen countries in Europe, Asia, Africa, and Latin America.

In stark contrast to much of the rest of the world, China's economy has recovered remarkably well from Covid-19. Driven by a public and household sector debt fueled surge in spending, the country is on track to end 2020 with positive economic growth. But is this growth sustainable? To answer this question and to discuss opportunities for investors, our guest this week is Alicia García-Herrero.

We discuss:

In this episode of the Parkview Podcast, the team sits down with Steve Clemons, Editor at Large of the Hill, to discuss the upcoming US Presidential Elections and the potential policy implications of some of the more likely expected outcomes. We discuss:

- Why a Biden victory is not a foregone conclusion

- Whether Trump is likely to contest a loss

- What the implications for policy are if the Senate remains Republican

- Whether we are unlikely to see many foreign policy U-turns

- What is the outlook for tech regulation?

- Will Trump-like populism survive in the GOP if they lose the election?

In this episode of The Parkview Podcast, the team sits down with Gregory Francis, Managing Director of Access Partnership - the world's leading public policy firm dedicated to opening markets for technology - to discuss the current state of regulation of Big Tech.

We also talk about the "Trust Gap" between users and tech companies and how this gap could feasibly be narrowed in future.

In this follow up to Episode 4 of The Parkview Podcast, the team sits down again with Prof. Steve Hanke to discuss his proposal for a currency board in Lebanon.

We also talk about his methodology for estimating inflation in the country (currently about 400%)

This episode was recorded shortly before the tragic explosion in Beirut on August 4th 2020.

In this episode, the team sits down with Sandro Gaycken to discuss the challenges of the Cybersecurity industry and some of the key opportunities available to investors.

We discuss:

• How has Covid-19 incentivised nations to become more aggressive in their espionage/sabotage efforts?
• The asymmetry of skills and experience between nations with established cyber capabilities and the West.
• Regulation, compliance and the state of corporate cybersecurity
• What are the main investment opportunities in the space?
• Why is there still no market champion in the cybersecurity industry?

In this episode, the team sits down with Prof. Steve Hanke who outlines his proposal for a private sector led currency solution in Lebanon.

In this episode, the team focuses on the secondary level effects that we expect COVID-19 will have on future policy decisions, inflation expectations and investor positioning.

In this episode, we discuss our current macro-economic outlook for India, following the recent budget. We review the encouraging longer-term trends we are noticing as well as highlight some of the near term concerns for investors.