Paradigm Shift
Jason discusses the shift from the "new normal" era to a higher interest rate environment, impacting fiscal and monetary policies. He highlights China's move towards state-directed capitalism, signaling a significant shift in globalization with potential epic impacts on markets.In this clip
From this podcast
Odd Lots
Brevan Howard's Top Economist Sees Three Huge Macro Turning Points Under Way
Related Questions
How will the changes brought about by the realignment of global power, as discussed in the episode Emerging Markets Have Never Experienced A Crisis Like This Before and the clip Post-Crisis Economic Behavior, impact global trade dynamics and the balance of power in the coming years?
Could there be a global economic crisis as discussed in the episode Richard Clarida of Pimco on the New Neutral of Monetary Policy and the clip Financial Crisis Insights, as well as in the episode Brian Jimerson #4 and the clip The Greek Crisis?