Weekend Homework, October 6th, 2017

Paul Krake

Welcome to this Friday's 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. These are designed to get your mind away from the here and now, and to focus on big picture notions. Many of these are longer form that can be appreciated when you have a little down time. Please enjoy them as much as we did. Note, to access some of these pieces, you may have to login. Follow this link to activate your account. Email us if you need help.


What to watch

Public opinion is swinging against tech monopolies. I discuss that the battle between technology monopolies and governments has only just begun. This is not designed to stifle innovation, but to make sure that the interests of citizens and the profit motive of these companies are aligned. This was our most widely read report of the year. - Watch

The CSIS has compiled a comprehensive list of Prime Minister Modi's thirty top reforms and lists the progress of each. This is brilliant. Watch

My thoughts on the outlook for risk assets in Q4. The year-end dash will be stocks up, USD up, and rates up. Watch

What to read

Neel Kashkari of the Minnesota Federal Reserve is an inflation dove (man after my own heart). Cash rates aren’t driving inflation or long-term interest rate expectations like they used to and if this continues, policies such as forward guidance may be more important. Thoughts from the next Fed Chair? - Read

In a remarkably frank discussion at a Bank of England conference, Christine Lagarde speculates that Bitcoin and cryptocurrency have as much of a future as the Internet itself. It could displace central banks, conventional banking, and challenge the monopoly of national monies. – Read

What to listen to

With 40 years of experience, Expert Series guest Willy Lam is a recognized authority on the inner workings of the Chinese Communist Party. We discuss the political dominance of President Xi Jinping, the composition of the Politburo Standing Committee, and the prospect of Mr. Xi leading China past 2022.- Listen (you are going to need a login for this one)


The View