Viktor Shvets: Surviving a World on Fire: Lessons from History and the Future

Resolve Riffs Investment Podcast - A podcast by ReSolve Asset Management - Fridays

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In this episode, the ReSolve team engages in a thought-provoking discussion with Viktor Shvets, a renowned global strategist and author. They delve into the complexities of the current global economic landscape, exploring topics like societal polarization, monetary policy, and the role of demographics in shaping the future.Topics Discussed• A deep dive into the societal polarization occurring on a local level across various countries and its implications on economic policies• The comparison of current times to the 1930s, rather than the 1970s, and the reasons behind this perspective• A discussion on the changing perception of China's role in the global economy and its shift in government policy post the global financial crisis• An exploration of the role of demographics in Europe's economic scenario and the challenges posed by the aging population• Insights into the shift from labor-driven productivity to intangible capital-driven productivity• A detailed analysis of the parallels between the current period and the 1930s, with a focus on the increasing role of the government• The exploration of the potential models to replace the current capitalist system• A discussion on the future of China's economy, the challenges it faces, and the potential policies it could introduce to absorb excess capacity• An examination of the potential reshuffling of the global order due to the ambiguity of the right kinds of economic policies• Advice for investors on how to navigate the uncertain financial landscape and build resilience considering the potential economic whiplashesThis episode is a must-listen for anyone interested in understanding the complexities of the global economy, the potential future of capitalism, and the role of demographics and government policies in shaping our future. Viktor Shvets provides invaluable insights and predictions, making this a compelling conversation for investors and anyone interested in global economic trends.