Daniel Want, the early-21st century Australian philosopher and Chief Investment Officer of Prerequisite Capital, discusses: absence of knowledge at educational institutions, transitory inflation, first principles, disconnected markets, justice as prerequisite and the unified magnitude of the crisis.
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----EPISODE #83 TOPICS----
0:01:04 Will you receive an education if you attend college / university in the year 2021?
0:12:38 The Treasury, Eurodollar and US dollar markets are in agreement: transitory inflation.
0:26:16 What condition is the world (excluding the USA) economy in?
0:28:52 What condition is China's economy in?
0:37:02 Are sovereign bond yields still reliable signals if central banks are buying bonds?
0:45:58 Collateral demand signals system deterioration and impediments to private enterprise.
0:53:36 Economists pursue an ideal technocracy unaware of limits to understanding / knowledge.
0:59:53 Properly functioning markets rest upon a just, reliable legal system.
1:08:53 What do the months and quarters ahead suggest about the post-Covids reflation?
1:17:28 Has the world ever faced such an all-encompassing crisis as today?
1:20:22 Prerequisite Capital Management - portfolio manager, researchers and consultants.
---------WHO-----------
Daniel Want, Chief Investment Officer and Director at Prerequisite Capital Management, with Jeff Snider, Head of Global Investment Research for Alhambra Investments, and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Earth Awakens" by Jon Björk at Epidemic Sound.