Introducing the Dugout, a new segment of the podcast where hosts Paul and Clint go one-on-one and talk about what’s going on in the world. In this Dugout episode, Paul and Clint hit on inflation trends, the consumer's spending behavior, the potential impact of the Xi-Biden meeting, and deglobalization. The conversation also includes insights into the manufacturing renaissance, the importance of the CHIPS Act, and the potential for a rebirth of American manufacturing.

Join us for an insightful journey into the world of economics, finance, and policy as we explore the implications of current global events and trends. In this thought-provoking podcast, we delve into the nature of economic inequality, monetary policy, and the role of central banks.

Our guest, Hugh Hendry, Founder of Eclectica Macro and The Acid Capitalist, challenges prevailing notions about money printing and offers a fresh perspective on where economic challenges and opportunities truly lie. We discuss the potential for a sovereign wealth fund in the US, the impact of China's economic growth, and the intricate dynamics that shape our financial landscape. Tune in to gain a deeper understanding of the forces shaping our economy and discover bold, innovative ideas for a more equitable and prosperous future.

Brendan Ahern, Chief Investment Officer, KraneShares, uses his extensive knowledge in index methodologies to focus on the emerging market in China, which he proposes has not been properly represented and looks to be full of opportunity. Don’t miss this one as Brendan discusses his investment approach as it relates to China and emerging markets.