Why the World Economy Gets a B Grade - With Baroness Dambisa Moyo (Economist, Legislator & Author)
Armed with a degree, MBA, MPA, PhD and the author of 5 bestselling books, Dambisa shares her perspective on the current macroeconomic environment in developed economies.
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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