Interview recorded - 22nd of December, 2022
On todays episode of the WTFinance podcast I had the pleasure of speaking with Alexander Campbell, Founder of http://rose.ai/ and Former Global Macro Investor at Bridgewater and Lehman's.
During our conversation we spoke about whether China will become the next Japan, key indicators Alex is watching, how this will impact China's economy and assets to watch at the moment. I hope you enjoy!
0:00 - Introduction
0:22 - What drew you to analysing China?
2:27 - Will China become the next Japan?
5:11 - Is China’s data trustworthy?
8:32 - Key indicators Alex is watching in China?
10:58 - USD have big impact on Chinese currency
13:30 - Strength vs depreciation
14:48 - Is conflict the only way out for China?
18:27 - Inflation post war
19:12 - Money supply China vs USA
20:14 - Expansion of RMB international money supply
22:00 - Zero Covid Policy and Property Market stability
25:04 - Western economy over the next 24 months
27:17 - Chinese opening up increase inflation?
29:01 - Assets to watch at the moment
31:48 - How would this effect asset allocation?
34:12 - PE a crowded trade?
35:00 - One message to take away from our interview?
Alexander Campbell is the Founder and CEO of Rose.ai, a cloud native data platform provider. Rose's highly scalable, Cloud Data Platform helps customers break down data silos and enhance data governance while leveraging the scalability, elasticity, and performance of the public cloud. Previously, Alex was a Senior Investment Associate at Bridgewater Associates, working in the Research Department where he developed new investment systems for the firm based on an understanding of the macroeconomy and the global financial system
Prior to joining Bridgewater, Alex was a proprietary trader in the Equity and Macro Proprietary Group at Lehman Brothers. While at Lehman, he identified investments, developed financial models, and researched economic trends in order to invest the firm’s capital in various long/short, equity derivatives, and convertible bond strategies. Alex was promoted to portfolio manager in early 2008, after five months on the job.
Alex earned an undergraduate degree in economics from McGill University and an MPhil in economics from the University of Oxford. He also has an MBA from the Stanford Graduate School of Business.
While in college, Alex debated competitively, he has served as the Director of Coaching at the Oxford Union, and helped develop debate curriculum for QatarDebate: the Gulf’s first and largest non-profit debate education NGO. He has led debate workshops influencing over 1,500 students in Qatar, Sri Lanka, Hong Kong, the Philippines.
Alex Campbell -
Twitter - https://twitter.com/abcampbell
Substack - https://campbellramble.substack.com/
LinkedIn - https://www.linkedin.com/in/alexanderbcampbell/
Website - https://rose.ai/
WTFinance -
Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas
