This week I had the opportunity to attend a LIVE, IN-PERSON CONFERENCE! This was the first such event I’ve been too since before Covid hit, and it was so good to be back in a room with lots of other people, listening to presenters talk in person. It also provided the opportunity to meet new people and to catch up with some old friends, and as a result to pick up some new views and different ideas from those that have dominated the echo chamber we’ve been living in for 12 months.
There were some great speakers including former NSW Premier and Foreign Minister Bob Carr who had a lot to say about China, our relationship with them and the US, and also what some of the longer-term implications of China’s rise might be. He also highlighted how the US current spending program (particularly on infrastructure) can in part be seen as a reaction to China’s rise and an acknowledgment of the risks this poses so they need to get their house in order to compete.
There was also a very interesting presentation on inflation, one of the key worries many people have given the level of stimulus from governments and Central Banks around the world.
You can hear more about it the presentations and the potential implications on investments here.