Chinese Wobbles, BRICS' New World Order, San Fran Down The Pan
This week, the lads are kicking back against the recent pervasive narrative in the financial press: that China is on the verge of a big wobble or recession. As they show, most of the China hawks are h...
24 Aug 202349min
UK Poorer Than Mississippi, No Supply Issues In The Housing Market?, Internal Migration In China
This week, the lads have latched onto a report in the Financial Times which claims to show that outside of London, Britain is often poorer than the poorest US state - and equally, that it has fallen w...
17 Aug 202354min
ESG - Big Finance's Latest Fad Implodes, Dim Sum Bonds, Russia's GDP Overtaking Germany
This week, the lads are looking at ESG - Environment, Social & Governance. For years now, companies have been pushing the idea that an 'ESG Score' could be a profitable guide to investing. Yet this la...
10 Aug 202353min
Twitter Spaces: What Is Multipolarity?
As summer tightens its grip, the lads are getting back to basics, hosting a Spaces on "What Is Multipolarity"? Featuring Friend Of The Pod Malcom Kyeyune, aka @Tinkzorg. Enjoy. But don't inhale too de...
4 Aug 20231h 24min
India Bans Rice Exports?, The UK Gilts Crisis, Home and Huawei
Ukraine has lost its grain deal. Russian fertiliser is struggling to get to market. Now India wants to ban exports of non-Basmati rice. The ratchet on food prices is by no means over. Now, the ratchet...
27 Juli 202348min
Special Edition: De-Dollarisation and the New Monetary Order
De-dollarisation. We've been warning about it since the start of the show. But it won't happen overnight. To arrive at a place where the dollar is just one of many global currencies is the work of yea...
20 Juli 20231h 18min
Special Edition. Malcom Kyeyune: The Twilight of the Western Elites
Malcom Kyeyune (@Tinkzorg on Twitter) is one of the smartest, most far-seeing commentators out there. Someone the lads have really chimed with. Earlier in this bonanza week, we paired him with Elbrid...
14 Juli 20231h 15min
Braving The Elements, Western Pacific Treaty Organisation, Cluster Eff
Can you still get your Germanium on AliExpress? After the US restricted Chinese access to high-end chips, China is looking to ban this vital chip ingredient. So where do we go from here? Can America b...
13 Juli 202356min
