How Financial Repression in China Helped Cause the Trade War
For years, China has experienced blistering growth. Driven by an investment-heavy economic model, this growth has limited household income while subsidizing business. This system worked extraordinaril...
30 Sep 201940min
What Businesses Can Learn From the Collapse of Civilizations
History is littered with collapsed civilizations ranging from the Maya to Angkor Wat. But what can they tell us about the world today, or doing business in it?. But what can they tell us about the wor...
23 Sep 201943min
Why The Dominant U.S. Dollar Refuses To Go Away
For years, people have been predicting the demise of the U.S. dollar as the global reserve currency. Although the U.S. economy has been shrinking as a share of the world's GDP, the dollar continues to...
16 Sep 201933min
Huw van Steenis On What Central Banks Will Do Next
Last month, central bankers gathered at the annual Economic Symposium in Jackson Hole, Wyoming. A lot of the talk was about the limits of monetary policy when it comes to boosting economic growth and ...
9 Sep 201932min
Why Value Investing Has Been Doing Terribly
One of the oldest, most basic strategies in investing is value investing, which, for lack of a better way to put it, means "buy stocks that are cheap." Value investing, a style associated with Warren ...
2 Sep 201938min
Introducing Prognosis Season 3: Superbugs
On this new season of Prognosis, we look at the spread of infections that are resistant to antimicrobial medicines. You're probably more likely to have heard of these as superbugs. Their rise has been...
27 Aug 20192min
How to Forecast the Future
Every day, people are bombarded with predictions of what will happen in the future. In recent months, talk of 'inflection points' in the markets has heated up, and the possibility of the U.S. economic...
26 Aug 201939min
John Hempton on What's Ailing Bank Stocks
We live in a world of generally expensive stock markets and bank equities trading at 30-year lows. So says John Hempton, co-founder of hedge fund Bronte Capital and a former bank analyst, who also cal...
19 Aug 201949min
