Purchase a Webcast Ticket!

Our timing isn’t usually as good as this, but on Tuesday, May 27th, Dave will be hosting the legendary Wall Street economist, Stephen Roach, on his webcast.

Stephen is not just a prominent economist and a former Fed staffer, but also former Chairman of Morgan Stanley Asia, and a Yale faculty member specializing in the US-China relationship. He introduced a course called “The Next China” and recently published a book titled “Accidental Conflict: America, China, and the Clash of False Narratives”.

Dave has known Stephen for decades, before they were economic rivals in New York, and describes him as both a class act and a breath of fresh air. Dave believes there is no other North American, whether from academia, finance, or public policy, who possesses Stephen’s breadth of knowledge on bilateral economic policy related to US-China trade. Steve will share his views on how he thinks this trade war is going to end, whether it gets resolved or not, and in what fashion.

Join Dave and Stephen and find out how investors should be positioned for the road ahead over the near term and what outcome or series of outcomes would define a resolution, assuming there is one to be had.

Stephen Roach has been a member of the Yale faculty since 2010. After thirteen years as the first senior fellow of Yale’s Jackson Institute of Global Affairs, he joined Yale Law School’s Paul Tsai China Center in 2022. He was formerly Chairman of Morgan Stanley Asia and the firm’s Chief Economist for the bulk of his 30-year career at Morgan Stanley.

A rare combination of thought leadership on Wall Street and academia places Stephen Roach in the unique position as a leading practitioner of analytical macroeconomics. At Yale, he introduced new courses for undergraduates and graduate students on the “The Next China” and “The Lessons of Japan.” Dr. Roach’s current research program focuses on the conflict-prone US-China relationship.

His latest book, Accidental Conflict: America, China, and the Clash of False Narratives (Yale University Press, 2022) examines the ominous trajectory of conflict escalation between the United States and China and a provides a unique roadmap for conflict resolution. His 2014 book, Unbalanced: The Codependency of America and China explored the risks and opportunities of the world’s most important economic relationship of the 21st century.

Prior to joining Morgan Stanley in 1982, Stephen Roach served on the research staff of the Federal Reserve Board and was also a research fellow at the Brookings Institution. He holds a Ph.D. in economics from New York University. Mr. Roach is a member of the Council on Foreign Relations, the Investment Committee of the Metropolitan Museum of Art, the Economics Advisory Board of the University of Wisconsin, and the Advisory Board of NYU’s Graduate School of Arts and Sciences.