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Episode TimeStamps:02:38 – Introduction to Stephen Roach
07:37 – Why are false narratives so prevalent?
12:52 – Stephen's favorite false narrative
17:07 – A dangerous narrative
22:02 – A political backstep?
28:00 – A lack of telecom infrastructure
29:58 – The false narratives of China
40:47 – The fear of containment
45:27 – Potential ways forward
49:15 – The bilateral investment treaty
55:54 – How has Stephen's ideas been received?
57:56 – Thanks for listening
59:13 – Key takeaways from Niels

The post Stephen Roach – Ideas Lab Series – April 19th, 2023 appeared first on Top Traders Unplugged.