Interview with Jim Walker

Featuring Jim Walker

Founder & Chief Economist of Asianomics, Dr.Jim Walker lays out the details of his most bullish stance yet on the Asian region, identifying the hot-spots that are poised for economic growth over the next few years.

Published on
19 September, 2016
Topic
US Dollar, Asia, Global Outlook
Duration
34 minutes
Asset class
Currencies, Equities, Bonds/Rates/Credit
Rating
17

Comments

  • sw

    stefan w.

    4 3 2017 06:25

    0       0

    ear view of things... I'd be very worried about what robotics and automation will do to EM; particularly countries such as Indo with a very mediocre tertiary / skills / entrepreneurial base.

  • sw

    stefan w.

    4 3 2017 06:23

    0       0

    ciation risk) - caveat most funds would struggle to allocate much to this type of trade. However I think Dr JW seemed to somewhat gloss over China / US correlation risks. Also, if you're taking a 20 y

  • sw

    stefan w.

    4 3 2017 06:19

    0       0

    Enjoyed the insights and reminders, particularly on potential for long term demographic dividends from IN, ID and the overlooked potential of taking compounded local currency sovereign yield (vs depre

  • MC

    Michael C.

    30 9 2016 02:23

    1       0

    Looooool...Jims views on Japan and his long JPY short GPB is the EXACT opposite of Gurevich's views both on Japan and JPYGBP cross. I guess this is what makes markets possible

  • J

    John .

    28 9 2016 22:15

    0       0

    I think Dr. Jim's comments on the US political cycle perhaps ushering in a very big change in US monetary policy is really the next big macro trade. If Trump wins, being long tails makes a ton of sense. Thanks much Raoul

  • TW

    Tom W.

    24 9 2016 22:55

    0       0

    Awesome!!

  • PJ

    Peter J.

    23 9 2016 13:57

    1       1

    Terrific interview one of the best in the last month or so!

  • CP

    Christopher P.

    23 9 2016 03:43

    3       0

    US Dollar weakness?? I think Dr Walker was talking his book! Great views though and always a pleasure to hear Raoul challenge his guest's views.. Keep it up!

  • JO

    Jens O.

    21 9 2016 06:18

    2       0

    Sorry guys ... a bug in the App: I used the "AND" symbol, and the subsequent text was cut off ... I suggested a regual six month session with "Rewind" elements ...

  • JO

    Jens O.

    21 9 2016 06:14

    1       0

    Great Value!!! Jim

  • JO

    Jens O.

    21 9 2016 06:12

    0       0

    Great value!!! Jim

  • wg

    william g.

    21 9 2016 05:09

    2       2

    Enjoyed the insight, but the "long yen, short sterling" FOREX trade is hallucinatory.

  • SD

    Stephen D.

    21 9 2016 01:21

    8       0

    Dr. Jim is a very smart and original thinker; he cares nothing for consensus and in 2007 and 2008 he helped me make a great deal of money by his prescient analysis ot the profound problems in the US Economy. One caveat I'd place on his comments on India and Indonesia, and it is one that I'd place on a lot of macro economists advice on investing in emerging markets, is that macro is only half the picture. Micro is the other half, and no matter how good the macro environment anyone investing in stocks needs to do a lot of work on the managementt and business ethics of stocks they buy. Corporate governance is weak to non existent in emerging economies, you have to trust the managers to do the right thing for all shareholders. Which is rare.

  • db

    don b.

    20 9 2016 18:41

    3       0

    Real Vision keep bring the value!!

  • ZF

    Zachary F.

    20 9 2016 18:00

    2       0

    Tremendous. And there is a way out! The Fed has to talk institutions into heavy cash balances THEN raise rates. Very tough to do though. Great interview, thanks!

  • JM

    James M.

    20 9 2016 15:14

    3       0

    Excellent piece and recent too! Many thanks and well done for keeping quiet when he talked about the falling dollar!

  • fc

    frank c.

    20 9 2016 13:57

    2       0

    greta interview, keep these Austrians coming!!

  • AC

    Andrea C.

    20 9 2016 10:48

    6       0

    Just amazing interview Raoul. Scottish, Austrian economics, gold. So much sense. Loved it

  • NS

    Niek S.

    20 9 2016 10:00

    3       0

    Really like to see the different interview styles of Raoul and Grant. Top notch interview!

  • NJ

    Nic J.

    20 9 2016 06:28

    3       0

    This is a very good interview, common sense prevails in his analysis which is invaluable and doesnt over complicate things.

  • p5

    peel 5.

    20 9 2016 03:23

    1       0

    Not sure I get why entering a very rich market is a good bet. I guess I am a contrarian at heart!

    You get growth for decades

  • de

    dale e.

    20 9 2016 02:13

    0       0

    Great interview, Common sense what a concept.

  • NS

    Nico S.

    20 9 2016 01:27

    4       0

    Just me, but sure sounds like he is talking up his Indian book. Not sure I get why entering a very rich market is a good bet. I guess I am a contrarian at heart!

  • SP

    Steve P.

    19 9 2016 22:42

    17       0

    An immensely interesting discussion. what has become clearly evident through RV of late is that even top financial money minders, analysts, commentators etc dont understand how the cause / effect relationships with many facets of the financial system are now working eg Raoul asking why the Yen is seen as a safe haven currency when the longer term prospects of Japan appear doomed. Interest rate policies in the Western world appear to have a lot to answer too.

  • CG

    Chuck G.

    19 9 2016 20:56

    2       0

    Excellent. Nice to hear a fresh view on central banks and how there are countries who are (somewhat) independent thinking/behaving.

  • JN

    Jason N.

    19 9 2016 20:31

    3       0

    His analysis falls perfectly in line with the weather specialist we had on not too long ago. After a good monsoon season, the government can finally invest funds elsewhere such as infrastructure, instead of basic needs for the rural area!

  • MT

    MICHAEL T.

    19 9 2016 17:24

    7       0

    Yeah me too! Super sympatico and I like his logic. +1 for an Austrian Economics piece :)

  • MM

    Milly M.

    19 9 2016 16:25

    20       0

    Love this man! Austrian economics from Jim Walker would be great. Please make the video some time in the future!

  • GB

    Grant B.

    19 9 2016 16:05

    10       0

    More like this please.

  • jn

    john n.

    19 9 2016 14:30

    14       0

    bring him back again. great ideas and I like the accent