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(1182)

Anthropic, the Pentagon, and the Future of Autonomous Weapons

Anthropic, the Pentagon, and the Future of Autonomous Weapons

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27 Mar 50min

This Is How Big Money Is Trading the War in Iran

This Is How Big Money Is Trading the War in Iran

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26 Mar 39min

The Petrochemicals Shock That's Already Rippling Through Plastics

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25 Mar 53min

David Shor and Byrne Hobart on the Politics of a White-Collar Wipeout

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Nobody knows when or if AI will lead to mass displacement of white-collar work. But the anxiety is clearly here now, and there's very little evidence that our politicians are taking it seriously. Of c...

24 Mar 55min

What the Iran War Means for Dubai's Luxury Boom

What the Iran War Means for Dubai's Luxury Boom

Dubai has become a huge destination for the rich, with an influx of high-net-worth residents driving up property prices and boosting the UAE's tax revenues in recent years. And of course, Gulf countri...

23 Mar 55min

Introducing: Leaders with Francine Lacqua

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22 Mar 1min

Here's Why The Iran War Is Prompting A Safe Haven Rethink

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