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

Episoder(914)

IL33: The Soul of Wealth: Behavioral Secrets to a Purposeful Life ft. Daniel Crosby

IL33: The Soul of Wealth: Behavioral Secrets to a Purposeful Life ft. Daniel Crosby

Our guest on this episode is Dr. Daniel Crosby, New York Times bestselling author and Chief Behavioral Officer at Orion Advisor Solutions. Daniel joins us to discuss his new book - The Soul of Wealth:...

4 Des 202455min

SI324: Embracing Uncertainty using Adaptive Models ft. Richard Brennan

SI324: Embracing Uncertainty using Adaptive Models ft. Richard Brennan

Today, we dive deep into the complex dynamics of global markets and the often overlooked risks that can accumulate during periods of apparent stability. Together with Richard Brennan, we discuss the r...

30 Nov 20241h 9min

GM75: Macro Mastery: The Hedgeye Approach ft. Keith McCullough

GM75: Macro Mastery: The Hedgeye Approach ft. Keith McCullough

Keith McCullough, Founder and CEO of Hedgeye Risk Management, joins Alan Dunne in this episode for an in-depth look into Keith’s distinctive approach to global macro analysis and tactical trading. The...

27 Nov 20241h 2min

SI323: From Politics to Profits: How Regime Changes Affect Your Portfolio ft. Cem Karsan

SI323: From Politics to Profits: How Regime Changes Affect Your Portfolio ft. Cem Karsan

Together with Cem Karsan we explore the current investment landscape, with a particular emphasis on the volatility and dispersion of market correlations as we approach the end of the year. We discuss ...

23 Nov 20241h 13min

OI11: Avoiding the Herd: A Different Path to Alpha ft. Jerome Callut

OI11: Avoiding the Herd: A Different Path to Alpha ft. Jerome Callut

In today’s episode Moritz Seibert is joined by Jerome Callut, one of the founders of DCM Systematic, a quantitative hedge fund based in Geneva, Switzerland. DCM Systematic aims to produce returns that...

20 Nov 202458min

SI322: Market Narratives and the Unpredictable Alpha ft. Mark Rzepczynski

SI322: Market Narratives and the Unpredictable Alpha ft. Mark Rzepczynski

In this episode, Mark Rzepczynski joins Alan Dunne to explore narratives, rationality, and behavioral uncertainty, particularly in the context of trend following. They discuss recent market trends in ...

16 Nov 20241h 7min

IL32: Unpacking Inflation: What History Teaches Us About Today's Economy ft. Carola Binder

IL32: Unpacking Inflation: What History Teaches Us About Today's Economy ft. Carola Binder

Today we share an engaging discussion with Carola Binder, who explores the intricate relationship between inflation and democracy in the United States. Binder argues that inflation has been a crucial ...

13 Nov 202454min

SI321: Post Election - Why Trends Matter More Than Ever ft. Alan Dunne

SI321: Post Election - Why Trends Matter More Than Ever ft. Alan Dunne

Together with Alan Dunne, we delve into the shifting landscape of systematic investing, highlighting the growing use of quant based strategies as well as AI and machine learning in portfolio managemen...

8 Nov 20241h 2min

Populært innen Business og økonomi

lydartikler-fra-aftenposten
stopp-verden
dine-penger-pengeradet
e24-podden
rss-borsmorgen-okonominyhetene
rss-penger-polser-og-politikk
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
utbytte
rss-sunn-okonomi
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
liberal-halvtime
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
lederpodden
okonomiamatorene
rss-politisk-preik
rss-markedspuls-2