On EPFR Exchange Podcast, "Are investors looking at a glass half full?" we provide a macro view on fund flows in late October. While the economy is strong, central banks continued with aggressive, front-loaded monetary tightening. But some investors have started to look past the rate hikes and recession warnings. Cam and Kirsten also talk about the connection between China, technology and semiconductors, and set the stage for discussions on Brazilian politics, Fed decisions and reactions to the Chinese Communist Party Congress.