Global Shocks: An Investment Guide for Turbulent Markets (Hardcover, 2016)

Preface 1. Overview: A Framework for Investing During Currency Crises and Asset Bubbles Part I: Investment Challenges in a High Inflation Era 2. Bretton Woods' Collapse Alters the World of Investing 3. Oil Shocks Generate Massive Payments Imbalances 4. Anti-Inflation Policies: Intended and Unintended Consequences 5. Policy Coordination Gives Way to Conflict and Turmoil 6. Speculators Attack the Concept of European Monetary Union Part II: Easy Credit Breeds Asset Bubbles and Instability 7. Japan's Bubble Culminates in Two Decades of Deflation 8. Asia's Real Estate Boom Spawns Global Contagion 9. The Tech Bubble: Some Lessons for Rational Investors 10. The Global Financial Crisis: No Place for Investors to Hide 11. China's Economic Miracle: Is It the Next Bubble? 12. Conclusion: Guidelines for Investing During Crises