MacroVoices
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome View from the Peak founder Paul Krake to the show to discuss what Paul calls megathematics, the important trends to watch in the current macro environment.
00:00 Intro
00:38 Market Wrap
08:31 Feature Interview with Paul Krake
54:21 Postgame with Kevin Muir
Download Postgame charts 📈📉 https://bit.ly/2X2sGQF
Paul has over 25 years’ experience as an economic and political strategist. He founded View from the Peak in 2011, seeing a need for a truly global, multi-asset class research platform that focuses on the interactions between public policy, economic trends, technology, and geopolitics. View from the Peak takes its name from Victoria Peak, the highest point on Hong Kong Island and the firm aims to look at the world from a 360-degree view with an Asian perspective. Clients include endowments, family offices, government agencies, asset managers, and corporates. The firm has offices in Hong Kong, Chicago, and London.
Back in 2015, Paul realized that clients needed more than the analysis of Paul and his team and decided to utilize the incredible intellectual property that exists within the think tank community and launched the VFTP Expert Series.
What started as an ad-hoc interview has become a bi-weekly podcast/report series on the pertinent topics of the day. The firm has a network of 55 think tank fellows, academics, former diplomats and independent strategists that cover technology developments, geopolitics, central banking, trade, regulation, elections, and the economic cycle. China has always been a priority, and this has been reflected in the quality and breadth of China-focused researchers that Paul works with.
Paul, like many China watchers, has been disappointed with the tone and substance of the debate regarding the future of US-China relations for the last several years. The need for a more sensible discussion forms the genesis behind the US-China Series, which seeks to rationally cover these complicated issues while being cognisant of different opinions and philosophies. The US-China series also aims to promote a message of coordination, which is critical when discussing the future of the most important geopolitical relationship of the 21st century.
Prior to forming View from the Peak, Paul spent 15 years in Investment Banking and Asset Management. He was the Managing Partner of Corus Capital Management, a multi-strategy Asian focused hedge fund based in New York. Before forming Corus in 2005, he held Asia focused roles at Caxton Associate, Moore Capital Management, Goldman Sachs and Macquarie Bank. Paul holds a Bachelor of Economics and Politics from Monash University in Melbourne, Australia.
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