Hendry on Japanese Equities, Interest Rates, Top Picks

The transcript discusses various aspects of global financial markets, focusing on risk management, economic cycles, and investment strategies. It highlights the complexities of China's economy, the impact of interest rate changes, and the role of central banks. The discussion also covers the volatility in currency markets and the implications of European bond yield spreads. The speaker emphasizes the importance of understanding market dynamics and making informed investment decisions.

How does the speaker view the potential for interest rate hikes in the near future?

What does the speaker believe about the volatility in financial markets?

What are the implications of the yield spread between German bonds and Italian BTP according to the speaker?