Episode 12: How a Consultant Foresaw the 2015 Commodities Crash
Odd Lots25 Jan 2016

Episode 12: How a Consultant Foresaw the 2015 Commodities Crash

On this episode, co-host Tracy Alloway is joined by Bloomberg Markets reporter Luke Kawa for a journey back in time. As the global elite mingle at the World Economic Forum's annual meeting in Davos, Switzerland, we look back at a WEF gathering five years ago. Back then, the mood was buoyant -- markets had recovered from the 2008 financial crisis and the euro-zone debt crisis had yet to fully unfold. But Barrie Wilkinson, a partner at Oliver Wyman Ltd., wasn't feeling so jubilant. As bankers, regulators, and politicians congratulated themselves for a job well done, he was warning of a brewing crisis that would start with a crash in commodities prices in 2015. Now, parts of his 27-page report seem eerily prescient.

See omnystudio.com/listener for privacy information.

Episoder(1191)

Brad Jacobs on His Big Bet on Building Insulation

Brad Jacobs on His Big Bet on Building Insulation

He's done it again. On Sunday night, building supply company QXO announced that it would be acquiring TopBuild for $17 billion. TopBuild sells and installs insulation for both the residential and comm...

21 Apr 40min

Jack McClendon on Why It's So Hard to Create a New American Oil Boom

Jack McClendon on Why It's So Hard to Create a New American Oil Boom

The White House wants gasoline prices to be lower, and it wants to see American oil companies drill for more oil. But of course, these ideas are in tension. If prices are going lower, why drill more? ...

20 Apr 46min

Alex Imas on Why Economists Might Be Getting AI Wrong

Alex Imas on Why Economists Might Be Getting AI Wrong

Everyone knows that new technologies can be really disruptive to the labor market, but eventually new jobs emerge and things come back into balance. And there is a sense in which many view AI with the...

18 Apr 47min

Planet Money Turned Everyday Annoyances Into an Economics Book

Planet Money Turned Everyday Annoyances Into an Economics Book

There are a lot of things to be annoyed about in modern life. The high cost of food and housing and childcare. Dating apps that don't seem to work. The fear of AI replacing you at your job. These are ...

17 Apr 39min

Brad Setser on the War in Iran and the Future of the US Dollar

Brad Setser on the War in Iran and the Future of the US Dollar

It's possible that the war in Iran could reshape financial flows in significant ways. Perhaps the Gulf states will end up as less desirable places to do business. Perhaps Iran will have a tollbooth at...

16 Apr 51min

War in Iran Is Already Reshaping East Asia's Energy Future

War in Iran Is Already Reshaping East Asia's Energy Future

The war in Iran has caused the price of all kinds of commodities to surge, and that has a negative economic impact almost everywhere. But the squeeze is really being felt hard in East Asia, which is t...

15 Apr 37min

Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

It's fueling the A.I. bubble, it's coming to your retirement portfolio—and it's flashing a lot of warning signs right now.In the wake of the 2008 financial crisis, private credit or “shadow banking” g...

14 Apr 37min

Ziad Daoud Explains How War with Iran Will Reshape the Gulf

Ziad Daoud Explains How War with Iran Will Reshape the Gulf

Regardless of whether the war with Iran continues, it seems likely to have a lasting impact on the Gulf states. They may have to rebuild damaged pipelines and other infrastructure, or create new ones ...

13 Apr 45min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-borsmorgen-okonominyhetene
rss-penger-polser-og-politikk
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
utbytte
pengesnakk
stormkast-med-valebrokk-stordalen
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
liberal-halvtime
rss-sunn-okonomi
lederpodden
rss-pa-konto
rss-investering-gjort-enkelt
rss-markedspuls-2