We have launched a Peak Globalization Series and to kick it off CFA Society Chicago member Rich Excell, CFA, interviewed Richard Thies with Driehaus Capital Management. On this podcast Thies shares his current views on emerging market economies, what might an unwind of globalization look like, if he thinks Chinese domestic consumption can support its own mercantilist economic structure, ESG concerns and if there are industries that might find economic advantages of moving to the US.
Recorded: 05/18/2020
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Find Rich on Twitter @ExcellRichard
Find Richard on LinkedIn @richthies
Find Driehaus Capital Management on LinkedIn @driehaus-capital-management
