What's Really Driving China's Strategic Objectives? ( w/

What's Really Driving China's Strategic Objectives? ( w/

The Interview: M. Taylor Fravel, Arthur and Ruth Sloan Professor of Political Science and director of the MIT Security Studies Program, sits down with his long-time friend Mike Green of Logica Capital Advisors to discuss a multitude of factors affecting China's strategic objectives. Although they examine certain aspects like demographics and the trajectory of growth for China's military, the focus of the interview is on geography and how China’s large number of land borders and their perception of being blocked off from the Pacific Ocean by U.S. military presence in South Korea, Japan, Taiwan, and the Philippines makes the "first island chain" a potential flashpoint for conflict. Green and Fravel also discuss Green's hypothesis that Vladimir Putin and the Russians are the deftest participants in the triangular relationship between the U.S., China, and Russia. Recorded on February 25, 2021. Key Learnings: It wasn't too long ago that trade deal headlines were whipsawing markets back and forth. The outcome for U.S.-China relations is not set in stone, and investors need to be aware of the risks and opportunities presented by this conflict. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2008)

The Knock-On Effect Summer Series #2 - Raoul Pal on Turkey

The Knock-On Effect Summer Series #2 - Raoul Pal on Turkey

Will turmoil in Turkey send global markets skidding? And why might such an economically small country have an incredibly outsized effect? Raoul Pal, co-founder CEO of Real Vision and founder of The Global Macro Investor, discusses with Justine and Alex. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Elo 201827min

The Knock-On Effect Summer Series #1 - Mark Dow on Liquidity

The Knock-On Effect Summer Series #1 - Mark Dow on Liquidity

Are market participants misunderstanding the current state of liquidity - and if so, what are the potential knock-on effects? Mark Dow, founder of Dow Global Advisors and author of the Behavioral Macro Blog, discusses with Roger, Justine and Alex. Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Elo 201836min

The Knock-On Effect #11 - Almond milk and stamp storage

The Knock-On Effect #11 - Almond milk and stamp storage

Why will rising popularity of almond milk make it more expensive to store postage stamps? Justine and Alex discuss — also touching on bovine productivity, disused limestone mines, and the “Illuminati of Cheese.” Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Elo 201837min

The Knock-On Effect #10 - Yield Surge to Trash Cheap Vodka?

The Knock-On Effect #10 - Yield Surge to Trash Cheap Vodka?

Will rising yields on Treasury notes sink the cheapest vodkas? Alex and Justine discuss – also touching on the causes of recession, Scottish drinkers, and the impact of Fed policy. Plus, a controversial USDA maneuver to clamp down on speedy traders. Learn more about your ad choices. Visit podcastchoices.com/adchoices

27 Heinä 201846min

The Knock-On Effect #9 - Trade Fears to Clarify Diamonds?

The Knock-On Effect #9 - Trade Fears to Clarify Diamonds?

Why will rising concerns about China’s trade-related retaliation lead diamonds to become clearer? Justine and Alex discuss – also touching on Jules Verne novels, iPhone batteries and a new version of blue. Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Heinä 201832min

The Knock-On Effect #8 - Stock Rally to Spur Foot Picking?

The Knock-On Effect #8 - Stock Rally to Spur Foot Picking?

Why will higher stock prices lead more American to pick feet? Alex and Justine discuss, also touching on income inequality, one very fancy Manhattan store, and the marital habits of reptile owners. Plus, Justine explains why companies seems to be so afraid of the number “4.” Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Heinä 201838min

Real Vision Rewind #1 – Godfather of Central Banking

Real Vision Rewind #1 – Godfather of Central Banking

How did the modern age of central banking begin? In this story previously heard in a 2017 episode of “Adventures in Finance,” Grant Williams, Aaron Chan and Ben Hunt look at the fascinating history of the man some consider the godfather of central banking, John Law. Then Alex and Justine draw some present-day conclusions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

6 Heinä 201843min

The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?

The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?

Why will a rising dollar lead to a proliferation of ice cream flavors that go far beyond vanilla? Justine and Alex discuss, touching on thieves in Madagascar, beaver glands, whisky maturation and the globalized food production process. Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Kesä 201837min

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