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Welcome to \"Total Convexity,\" a weekly financial podcast that caters to professional finance individuals, high-net-worth investors, family offices, and other sophisticated financial professionals. Join our hosts, hedge-fund manager Jim Wang and Henrik Neuhaus, as they explore the interconnected world of global macroeconomics, central banks, and capital markets.

Comprehending the intricate web of global macroeconomics, central-bank policies, and capital markets isn't just an option – it's a necessity. Whether you're a Chief Investment Officer, financial analyst, entrepreneur, or simply someone curious about how the global economy and capital markets function, this podcast aims serves as your compass through the intricacies of the global financial landscape.

In each episode, we will delve deep into the influential factors shaping our world – from global economic trends and central bank policies to capital markets and trading strategies. We will demystify financial jargon, clarify complex numerical data, and provide you with insights from experts in the field.

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In this episode, we will discuss the three horsemen that dominate today's capital market: growth divergence between US and China, fiscal divergence between US and Europe and monetary divergence between US and Japan.

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The three horseman of the capital market

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