Hugh Hendry: Global Economy Is in Era of Policy Errors

The video discusses the economic impact of China's rise, US-China trade dynamics, and the challenges faced by central banks in addressing inflation and asset price inflation. It explores potential solutions, such as closing the US capital account, and the implications of such actions. The speaker shares personal anecdotes about market signals and discusses investment strategies, including the role of gold and Bitcoin in asset allocation.

What are the implications of the American Fighting Inflation Act on the economy?

What factors contribute to the current state of inflation and asset prices in the Western economies?

How does the discussion of Bitcoin reflect broader trends in asset allocation?