The Knock-On Effect #13 - Why China’s waste ban matters
Why will China’s efforts to clean up its image put more water bottles inside shoes, lead to a recycling black market and raise the costs for shipping garbage? Alex and Justine discuss — also touching ...
31 Aug 201847min
The Knock-On Effect #12 - Turkey Troubles and Spicy Hazelnuts
Why will the crisis in Turkey lead hazelnuts to be covered in wasabi? Alex and Justine discuss — also touching on Nutella, “hot money,” and Japanese snacking habits. Learn more about your ad choices. ...
24 Aug 201826min
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 Gl...
17 Aug 201827min
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 Macr...
10 Aug 201836min
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 ...
3 Aug 201837min
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 controversi...
27 Juli 201846min
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 ...
20 Juli 201832min
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. Pl...
13 Juli 201838min
