“China’s digging out of a crisis. But America’s luck is wearing thin.” — Ken Rogoff

Bullish:

• $EUROEQUITIES - Ken suggests investing in European equities due to their potential for catch-up growth, emphasizing the benefits of international diversification.

  • “I think there's a case for international diversification, particularly into Europe at this point because they have so much potential catch up.”

    Ken·14:52
• $USTECH - Ken expresses confidence in US technological leadership and innovation capabilities, suggesting a positive outlook for the US tech sector.

  • “The really creative stuff, I don't wanna say I mean, there's some amazing Chinese companies, but let me say The US is really good at it. And we've that's we've kept that in our DNA, and I think that's very important to preserve it.”

    Ken·14:52
• $RATES - Ken believes that the development of AI and AGI will create upward pressure on interest rates, suggesting a potential increase in rates.

  • “I think AGI and AI are upward pressures on interest rates.”

    Ken·1:07:26

Bearish:

• $CHINA - Ken expresses a bearish view on China's economy, citing overinvestment in infrastructure and real estate as major challenges.

  • “I think they're in a lot of trouble now in China, and they let it go on too long.”

    Ken·9:37
• $USD - Ken suggests potential future economic challenges for the US, implying a possible weakening of the dollar.

  • “I think it'll be quite a wake up call for Americans and having to do an adjustment under difficult circumstances.”

    Ken·58:49