Why the World Economy Gets a B Grade - With Baroness Dambisa Moyo (Economist, Legislator & Author)

Armed with a degree, MBA, MPA, and a PhD, the author of 5 bestselling books, a trained economist, a previous employee of Goldmans Sachs, a life peerage in the House of Lords, sought after board member, one of Time Magazine’s 100 Most Influential People in the World, and on Oprah Winfrey’s “O” Power List, our guest today seems to have it all!

Dambisa Moyo has written about why development aid to Africa isn’t working, the economic vulnerability of the West, China’s single minded-focus, why democracies are under threat, and how company boards can work more effectively.

In this conversation we laser in on her assessment of developed markets’ economic growth, or lack thereof, and where she sees the investment opportunities.

She discusses where the UK and Germany are failing, why excessive regulation is a problem, how she weighs up bonds versus stocks, EM versus DM equities.

She also covers why Warren Buffett may be spot on with his energy investments, and how the US economic boom masks a more stagnant picture in emerging markets (home to 90% of the world population).

She finishes with some fabulous advice for young people: “No doesn’t mean never!”

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TOPICS:
0:00 - Introduction
4:35 - Ideology: An Enemy of Progress?
6:48 - Why the Economy Gets a B Grade
8:37 - US Debt in 2024
10:56 - Thoughts on the UK Economy
12:41 - Thoughts on France & Germany
15:06 - China & the Middle Income Trap
17:38 - The Evolving Commodity Story
19:29 - US/China Technology Competition
20:53 - Equities Vs Bonds in 2024
25:09 - AI: Hype Vs Reality
28:13 - Energy Transition
35:52 - Rate Expectations
37:29 - Corporate Boards
40:20 - Political Fragmentation
42:27 - Life Lessons & Advice
47:09 - Concluding Thoughts

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