Friday, May 26, 2017

Highlights from Day 2 of the SIC 2017 - btbirkett@gmail.com - Gmail

Highlights from Day 2 of the SIC 2017 - btbirkett@gmail.com - Gmail



...Then we had our “global macro” panel featuring Lacy Hunt, Raoul Pal, Louis Gave, David Rosenberg, and Martin Barnes.



When asked what they thought the endgame was for the massive build-up of debt in the global economy, the panel concluded that some type of default on pension obligations is likely to occur....
...Bremmer thinks populism will continue to flourish as people in developing countries have stopped believing in their leadership.
We finished yesterday's program with a geopolitical panel during which George Friedman confirmed his claim yesterday about North Korea by predicting that "there's a 70% chance the US will attack...”

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