Christopher Wood: How Can Investors Assess Global Risks?

Welcome to the Hale Report. My name is Lyric Hughes Hale, and I’m Editor-in-Chief of EconVue, based in Chicago, is a home for independent voices and expert analysis of critical global economic issues. ·      My guest today is Christopher Wood, the author of the legendary financial newsletter he began writing in 1996, Greed & Fear which comes with an equally legendary caution against forwarding to others, adding to its must-read cachet.  Chris, welcome, are you speaking to us today from Switzerland? ·      That Chris’s writing is engaging is not surprising. He began as a journalist at the Far Eastern Economic Review, then served as bureau chief in both New York and Tokyo for the Economist. He now serves as Global Head of Equity Strategy at Jeffries, the investment bank.   ·    Chris Wood has one of the best track records in the business. Few analysts were able to foresee the Global Financial Crisis, but Chris Wood did, warning for years about debt securitization. Today, he is concerned about private debt. We discussed liquidity, interest rates and the curious case of Japan, among many other topics that investors are focused on today as they try to assess both risks and opportunities in world of increasing geopolitical uncertainties .