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Alex Turnbull

๐Ÿ‘ค Speaker
375 total appearances

Appearances Over Time

Podcast Appearances

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

The problem is this, is that if this is what one side of politics is going to be about on a sustained basis, which is

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

doing stuff which doesn't make a lot of sense and is very damaging and unpredictable.

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

And the other side is

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

maybe a bit of a wet noodle at times, but a bit more predictable.

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

You kind of need to live through the full cycle, right?

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

Yeah, sorry.

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

So, I mean, so if there's that perception that there's going to be this regular source of volatility, and also, you know, politics animated by things which,

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

do not really animate Asia, like evangelical Christianity or a desire for a catacomb or fighting with the Pope.

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

Like if this is kind of what

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

us is now then there is going to be a natural desire to insulate oneself from it as much as you humanly can and that there are real limits to what you can do it's a big economy it's very important but uh you know food fuel you know basic material flow security i think is going to be looked at very differently going forward and and i think there is a that will lead to a drive towards

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

much higher energy security, which is not going to go well with US efforts to promote fossil exports for sure.

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

I think what people have not appreciated well is that China responds well to strength.

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

the U.S.

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

now responds well to strength.

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

So who does Trump not mess with?

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

China, because they've restricted rare earths and basically threatened to put Detroit into cardiac arrest and shrug their shoulders.

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

And I think what Europe in particular is missing is that there are hands they can play that maybe are not intuitive to them, but doesn't mean they wouldn't work.

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

The IRGC appears to have beaten the U.S.

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

to the most humiliating geopolitical defeat since Suez.

Odd Lots
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

And