Weekend Homework, 10 November

Paul Krake

Welcome to the latest edition of Weekend Homework, a summary of the most interesting articles, reports, podcasts and videos that we came across this week. They will include not only our proprietary work but also contributions from our Expert Series partners in their day jobs at some of the world’s leading think tanks, and other thought provoking work. These pieces made us reassess, challenged our conventional thinking or opened our eyes to a new idea or concept.

This week the Council on Foreign Relations looks at the future of AI, Brookings assess Chinese development aid in the context of Belt and Road and CSIS discusses Chinese innovation policy. Chad Bown of Peterson reinforces my Brexit pessimism and Cindy discusses all things Australian.


What to watch

The Council on Foreign Relations hosted a presentation on the future of AI and its impact on society. Guest Ray Kurzweil, inventor, and moderator Nicholas Thompson, editor-in-chief-of Wired, discuss the influence of technology on deflation, productivity and how this power can be applied to the real economy. - Watch

The Peterson Institute hosted an internal round-table discussion on the dynamics of ICOs and the need for greater regulation. A quick watch. Martin Chorzempa will join the Expert Series on December 7th to outline his thoughts on Chinese P2P lending. - Watch

What to read

The brilliant Steven King of HSBC discusses why interest rate decisions are deliberately ambiguous - Central bankers do not know what determines inflation, though few will admit it. - Read

Cindy gives us her wrap on Australian politics, housing and the lead candidate for least favorite equity market. - Read

David Dollar from the Brookings Institute makes some interesting points on China's development aid, not only reaching Belt and Road countries, but also Latin America. (We think these numbers are overestimated). He also talks about the problems that might arise if China keeps giving money to heavily indebted countries. - Read

An interesting CSIS overview from Senior Fellow Samm Sacks on takeaways from the 19th Party Congress about China's technology policy. - Read

What to listen to

In Chad Bown's most recent "Trade Talks" Episode, he discusses the implications of a Hard Brexit. - Listen


The View