Weekend Homework, 8 December
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, a fantastic presentation by GM on the future of autonomous vehicles, they are much more bullish than our Expert Ryan Westrom. Cindy discusses the prospects of Indian equities, and Demetri Kofinas speaks with Lacy Hunt, former Chief US Economist at HSBC on debt, deflation, and financialization.
What to watch
Cindy discusses our views on Indian equities, on which we have been cautious as of late. - Watch
What to read
A fantastic presentation by GM on the future of autonomous vehicles. Given my recent interview for the Expert Series of Ryan Westrom from Ford's Mobility Project, I thought I would give you some diverse opinions. This is certainly more bullish on the speed of adoption than Ryan was. – Read
Another excellent report from McKinsey on China's digital economy. - Read
What to listen to
In this episode of Hidden Forces, host Demetri Kofinas speaks with Lacy Hunt, former Chief US Economist at HSBC on debt, deflation and financialization. - Listen
Expert Guest, Chad Bown, examines what can, and cannot be accomplished, with trade sanctions against North Korea. - Listen