1. 00:00 Introduction »
2. 01:55
Relapse from Reflation or the Beginning of a Self-Sustaining Global Economic Expansion? »
3. 04:04
This is the Third Reflationary Cycle since the Great Financial Crisis »
4. 05:28
The Three Reflationary Cycles are Evident in U.S. Manufacturing and Chinese Property Prices »
5. 06:38
U.S. Households Stop Deleveraging »
6. 07:15
Chinese Economic Growth Stabilizes and Deflation Ends as U.S. Households Stop Deleveraging »
7. 09:28
Labor Incomes Could Be Growing as Fast as 5% or More »
8. 10:03
Chinese Employment Creation in the Urban Centers Where Productivity Is Highest »
9. 10:40
Emerging Countries in Greater External Balance »
10. 12:25
U.S. Administration Focused on Boosting Economic Growth Rate »
11. 13:49
The Dollar is Expensive Relative to the Majors »
12. 14:32
China's Monetary and Credit Impulse in Retreat but No Contraction »
13. 16:11
Appendix »
