

In Conversation with a Nobel Prize Winner and a Discussion on Equities
Oct 14, 2024
Simon Johnson, a 2024 Nobel Prize winner in Economics and MIT professor, shares insights on technology's impact on jobs and wealth disparity. Lori Calvasina analyzes the potential downturn in US equities amid election uncertainties, while Johanna Chua offers a deep dive into China's fiscal strategies and growth outlook. Amrita Sen discusses energy policies, including Saudi Arabia's production strategies and the implications of low inventory levels. Together, they explore the complex dynamics shaping today’s global economy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Tech, Jobs, and Inclusion: A Nobel Perspective
01:33 • 5min
Redefining Success and Navigating Economic Challenges
06:55 • 2min
Market Dynamics Post-Election
09:05 • 5min
Market Insights and Sector Recommendations
13:51 • 2min
China's Tech Landscape and Economic Shifts
15:39 • 6min
Navigating Local Government Challenges and the Essence of Success
21:41 • 3min
Navigating Energy Policy and Oil Market Dynamics
24:34 • 7min
Insights into Energy Dynamics and the Importance of Therapy
31:53 • 3min