May 30, 2012
In episode #157, Professor Avinash D. Persaud followed and traded the currency markets for many years at UBS, J.P. Morgan, and other institutions. He shares the insight he accumulated and discusses the real driving forces in currency markets over periods that matter to investors and corporations. The situation of...
May 23, 2012
In episode #156, Professor Patrick Chovanec discusses the economic and investment implications involved in rebalancing the Chinese economy. He touches upon the current economic climate in light of the 2008 financial crisis with regards to China's infrastructure, a trend toward urban migration, and general investment...
May 16, 2012
In episode #152, John T. Connor discusses how Russia’s markets are more open and free than commonly thought. He also discusses the growth of the investable universe of companies over the past 15 years.
May 2, 2012
In episode #151, Fraser Howie discusses fundamental issues with China’s banking system. Specifically, he explains China’s continual creation of superficial solutions to problems, which often fail to solve the underlying issues.