A Global Thematic Masterclass with Mark Farrington
In the Company of Mavericks
2025/11/15
A Global Thematic Masterclass with Mark Farrington
A Global Thematic Masterclass with Mark Farrington

In the Company of Mavericks
2025/11/15
Shownote
Shownote
I increasingly believe that to invest in today’s markets, one needs a macroeconomic framework. Pure momentum or valuation approaches are insufficient. I have been keen to talk with people who understand the macroeconomic and geopolitical landscape we opera...
Highlights
Highlights
In an era of shifting global power dynamics and economic realignment, understanding the macro forces shaping markets has never been more critical. This conversation dives into the structural transformations underway in Asia, the legacy of Japan’s economic experiments, and what they reveal about China’s current trajectory. Far from abstract theory, these developments carry tangible implications for investors navigating a world where geopolitics and industrial policy are redefining risk and opportunity.
Chapters
Chapters
How did Asia's industrial strategies reshape the global economy?
00:00Why is national security now driving inflation and trade policies?
16:45Can Japan escape decades of deflation without triggering global turmoil?
23:22Is China reliving Japan’s bubble—and heading for a lost decade?
36:05What should investors prepare for in a world of tightening liquidity?
49:12Transcript
Transcript
Jeremy McKeown: It was the ultimate macro trade, wasn't it, really?
Mark Farrington: Yeah, it was a brilliant macro trade. And if you think about it, the trading houses are like buying ETFs on Japan's economy, I mean, they are little micro structures of J...