Hidden Forces
Description
In Episode 204, Demetri speaks with macro-financial strategist James Aitken in this over 2hr-long conversation that ranges from a discussion about the oil industry and the impact of ESG mandates to the post-Covid economy & opportunities for value investing.
The Overtime features a discussion about the ongoing Chinese capital markets crackdown, as well as the disruptive implications of China’s digital currency electronic payments system for Western investors, US foreign policy, & the future of the USD.