With President Trump giving the green light for Huawei to continue trading with the US, I feature an excellent BBC podcast profiling the Chinese tech company. Among other things, it describes Huawei’s gigantic R&D budget and its developing countries play. Staying on tech, I also bring you the thoughts of the founders of leading Silicon Valley VC fund, Andreessen Horowitz. Against popular opinion, they argue that tech is not in a bubble. There’s a wide-ranging interview of Harvard Professor Jeff Frieden wherein he discusses the link between the decline in manufacturing and the rise of populism. He talks about the regional consequences of this and the impact of expensive housing in reducing labour mobility. Frieden also suggests that the US Federal system is as vulnerable as the EU in terms of keeping its component states together. On a more optimistic note we’ve included a podcast with Nobel laureate Daniel Kahneman on how a new combination of insights from psychology and behavioural economics – ‘nudge theory’ – could help reduce the opioid crisis and climate change. Last week I had a few podcasts on investment strategies and today I feature another – this time with Blackrock’s head of factor investing, Andrew Ang. He’s confident that value-based strategies will make a comeback and he doesn’t think negative-yielding bonds are necessarily irrational. Finally, for a short distillation of the philosophy of Confucius as it could apply to today’s world, you can listen to my latest podcast: Confucius on Management.
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