Turning Points interviews Andrew Hunt from Andrew Hunt Economics

Listen to Andrew’s analysis on the Trump administration’s disruptive effect on bond markets yields, US risk assets and the flow-on effect to Australia and New Zealand. Andrew discusses a possible link between Scottish monetary reformer John Laws’ scheme and the US Federal Reserve funding the budget deficit with stablecoin(s) - can this provide the US with another leg to its credit boom, but this time via crypto? Andrew puts forward the conditions for a recovery in China and he argues whether the Trump administration has a point - can they break the model but also back it up with a solution?  

Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers, general partners and thought leaders about the evolution of their markets, and how they are responding to these changes. 

Clearway Capital Solutions is an independent and privately owned company, providing business development and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants. The Turning Points podcast series provides listeners with direct access to the insights of our partners.

Episode description

Today we are joined by global economist, Andrew Hunt of Andrew Hunt Economics, an independent firm based in the UK which provides macro-economic analysis for select clients in both the financial and commercial sectors. Prior to founding Andrew Hunt Economics in 2001, Andrew spent over 12 years in Europe and Asia as a chief economist advising both the board and asset management divisions of the Dresdner Bank Group and the equity asset management division of the Allianz Group. Andrew was recently appointed as economic advisor to Clearway Capital Solutions and has worked with members of the Clearway Capital team since the late 1990s. 

The podcast is approximately 25 minutes in length and covers the following topics:

1. An introduction to Andrew Hunt and Andrew Hunt Economics (0:53 – 1:45)

2. Trump fiscal policy and its real impacts (1:45 – 4:08)

3. The subsequent outlook for bond markets and yields (4:10 – 6:50)

4. Credit booms and funding deficits with crypto (6:50 – 10:40)

5. Will US risk assets outperform? (10:40 – 15:13)

6. How does Australia and New Zealand navigate the Trump world?  (15:14 – 18:30)

7. Is China going to recover? (18:35 – 23:29)

8. Final Thoughts: Trump, disruption, breaking the model and providing the solution…  (23:20 – 25:22)

The host for this episode is Michael Negline, Director from Clearway Capital Solutions. 

Clearway Capital Solutions

Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants.  

This podcast is for educational and illustrative purposes only and does not constitute, and should not be relied upon as, financial advice. The podcast will be provided to listeners on the basis that they are either Wholesale, Professional or Sophisticated investors only, within the meaning of the relevant sections of the Corporations Act.

For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au