Lots More on the Coming 20-Year Storm with Viktor Shvets
Odd Lots29 Nov 2024

Lots More on the Coming 20-Year Storm with Viktor Shvets

The election of Donald Trump, with his promise of more tariffs and a much tighter stance on immigration is a source of major macro uncertainty. To some it marks the end of a certain neoliberal consensus about globalization, and the pre-eminent role played by financial markets. According to today's guest, we're at the beginning of a long, turbulent period that may not be resolved for two decades to come. On this episode, we speak with macro strategist Viktor Shvets, and author of the new book, The Twilight Before the Storm: From the Fractured 1930s to Today's Crisis Culture. He talks about the big rethink that's underway on a whole host of issues that pertain to the global economy, starting with trade, and why it will take years for the dust to settle.

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Episoder(1189)

36: How A Quant Saw Huge Changes That Took Place on Wall Street

36: How A Quant Saw Huge Changes That Took Place on Wall Street

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35: There Was a Huge Opportunity The Night of the Brexit Vote

35: There Was a Huge Opportunity The Night of the Brexit Vote

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34: The Highway Built by Oil Markets and Political Intrigue

34: The Highway Built by Oil Markets and Political Intrigue

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33: How ``Fed Watching'' Became a Thing

33: How ``Fed Watching'' Became a Thing

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32: The Amateur Activists Who Took On The Foreclosure Machine

32: The Amateur Activists Who Took On The Foreclosure Machine

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31: Welcome Aboard Starship Bank

31: Welcome Aboard Starship Bank

David Hendler made his reputation as a bank analyst at the independent research firm CreditSights Inc., foreseeing many of the problems that led to the financial crisis of 2008 and vocally criticizing...

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30: How Finance Took Over the World

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29: How an Old-School Chess Shop Survives in Modern New York

29: How an Old-School Chess Shop Survives in Modern New York

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