On the topic of the future of yield, Mike Edwards, Weiss Deputy CIO, recently recorded a podcast with Paul Krake, Co-Founder of US-China series.
From beginning his career as a tech banker in San Francisco to today, China plays a central role in Mike's global analysis. Weiss is a leading innovator in the search for alternative sources of yield.
Below are video clips from the interview. A full replay of the podcast can be found by clicking here.
Mike's yield framework for the next five years:
Could economic frictions mean that inflation lasts longer?
Will US political polarization prevent inflation?
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