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EssentialThe Essential Conversation

How Do You Protect Your Assets in a New World Order of Globalization?

Featuring Warren Pies and Maggie Lake

Nov 12, 2021 • 40 minutes

195

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Essential

The Essential Conversation

How Do You Protect Your Assets in a New World Order of Globalization?

Warren Pies explains his thesis of a New World Order of Globalization, the power of Bitcoin, and the future of investments.

Featuring Warren Pies and Maggie Lake

Nov 12, 2021 • 40 minutes

Warren Pies, the founder of 3Fourteen Research, believes we need to prepare ourselves for a New World Order of Globalization. “We did not think the next 25 years were likely to resemble the last 25 years,” he says and adds that the movement between stocks and bonds is going to change. Pies believes also that globalization forever changed asset correlation and that Bitcoin is not a competition to the US dollar but instead it competes with gold. In the interview, Pies also talks about structural inflation and why a protectionist outlook has led to increasing prices of durable goods and major problems with global supply chains. Pies looks back at 1998 when globalization first made headwinds as China became a major manufacturer of the world, leading to structural secular deflation and removing the inflationary pressures between stocks and bonds. Pies gives his take on how investors should position their portfolios in this tumultuous macro environment. Interviewed by Maggie Lake on October 29th, 2021. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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