IL16: False Narratives - A Path to a World of Conflict ft. Stephen Roach

IL16: False Narratives - A Path to a World of Conflict ft. Stephen Roach

Get ready for a thought-provoking conversation with Stephen Roach, former Chief Economist at Morgan Stanley and current Senior Fellow at Yale’s Paul Tsai China Center, as he delves into the deteriorating relationship between China and the US. With his new book "Accidental Conflict: America, China and the Clash of False Narratives", Stephen unravels the narratives that led to this new Cold War and provides a clear path towards interdependency and healthier economies. With his unique perspective and ability to reach policy makers on both sides, Stephen gives us an insight into the complexity of this relationship and how it can be mended. Don't miss out on this insightful discussion.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----


Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfoliohere.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Kevin on SubStack & read his Book.

Follow Stephen on Twitter & Read his Book.

Episode TimeStamps:

02:38 - Introduction to Stephen Roach

07:37 - Why are false narratives so prevalent?

12:52 - Stephen's favorite false narrative

17:07 - A dangerous narrative

22:02 - A political backstep?

28:00 - A lack of telecom infrastructure

29:58 - The false narratives of China

40:47 - The fear of containment

45:27 - Potential ways forward

49:15 - The bilateral investment treaty

55:54 - How has Stephen's ideas been received?

57:56 - Thanks for listening

59:13 - Key takeaways from Niels

Copyright © 2025 – CMC AG – All Rights Reserved

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Privacy Policy

Disclaimer

Jaksot(909)

SI338: Politics, Markets & Power Plays: An Unfiltered Look ft. Cem Karsan

SI338: Politics, Markets & Power Plays: An Unfiltered Look ft. Cem Karsan

Together with Cem Karsan, we take a serious look at how the shifting political landscape and economic pressures are impacting global markets. We discuss the implications of a potential (engineered) re...

8 Maalis 20251h 8min

GM80: Doomsday Clock Ticks: Are We Close to a Monetary Shift? ft. Adam Rozencwajg

GM80: Doomsday Clock Ticks: Are We Close to a Monetary Shift? ft. Adam Rozencwajg

Today Cem Karsan and I are diving into a pretty intense topic today: the looming potential for a monetary regime change that feels like it's right around the corner. We're talking to Adam Rozencwajg a...

5 Maalis 20251h 19min

SI337: How Best to "Replicate" Managed Futures Returns ft. Katy Kaminski

SI337: How Best to "Replicate" Managed Futures Returns ft. Katy Kaminski

In this episode, Katy Kaminski helps us explore the latest trends in managed futures and how different approaches to replication can impact performance and correlation. We explore the pros and cons of...

1 Maalis 20251h 3min

IL35: The New Age of Economic Warfare: Are We Ready? ft. Edward Fishman

IL35: The New Age of Economic Warfare: Are We Ready? ft. Edward Fishman

Our guest on this episode is Edward Fishman, a world expert on the modern art of economic warfare. Edward is author of the new book Chokepoints: American Power In The Age of Economic Warfare. He cur...

26 Helmi 20251h 1min

SI336: How to Invest in Turbulent Times? ft. Graham Robertson

SI336: How to Invest in Turbulent Times? ft. Graham Robertson

With global market dynamics shifting rapidly and geopolitical noise reaching new heights, how can investors adapt and thrive? In this episode, we explore why an adaptive approach is crucial for naviga...

22 Helmi 20251h 3min

OI14: Behind the Scenes of a Crypto Hedge Fund ft. Michael Hall & Anatoly Crachlilov

OI14: Behind the Scenes of a Crypto Hedge Fund ft. Michael Hall & Anatoly Crachlilov

In this episode, Moritz Seibert speaks with Anatoly Crachilov and Michaell Hall from Nickel Digital, a prominent London-based crypto hedge fund. Anatoly (CEO) and Michael (CIO) founded the company in ...

19 Helmi 20251h 7min

SI335: Trend Following or Mean Reversion: What Works Best When? ft. Rob Carver

SI335: Trend Following or Mean Reversion: What Works Best When? ft. Rob Carver

Join us for a fascinating and in-depth conversation with Rob Carver, where we’ll discuss the current state of gold, the impact of rising borrowing costs on futures pricing, and how these elements inte...

15 Helmi 20251h 24min

ALO28: Why Hedge Funds Still Matter ft. Alexander de Bruin

ALO28: Why Hedge Funds Still Matter ft. Alexander de Bruin

In this episode, Alexander de Bruin, Head of Fund Research at Edmond de Rothschild, joins Alan Dunne to discuss the art and science of selecting managers and building portfolios of alternatives. Alex...

12 Helmi 20251h

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
ostan-asuntoja-podcast
rss-rahamania
juristipodi
taloudellinen-mielenrauha
rss-sami-miettinen-neuvottelija
pomojen-suusta
rss-seuraava-potilas
leadcast
yrittaja
rss-startup-ministerio
rss-paasipodi
rss-draivi
rss-rikasta-elamaa
rss-markkinointitrippi
rss-bisnespaiva
rss-set-for-life-sijoita-ja-vaurastu