Podcasts about chartbook

The Trump administration has announced exemptions to the massive reciprocal tariffs on China for smartphones, computers and other electronics. In his latest rapid reaction podcast, Darren assesses the exemptions and comments on the the larger tariff picture, barely 10 days after "Liberation Day".  Australia in the World is written, hosted, and produced by Darren Lim, with research and editing this episode by Hannah Nelson and theme music composed by Rory Stenning. Relevant links Tanner Greer, "Obscurity by design: Competing priorities for America's China Policy", Foreign Policy Research Institute, March 2025: https://www.fpri.org/article/2025/03/obscurity-by-design/ Adam Tooze, Chartbook 374: As Trump triggers "sell America", will the result be "stage 4", the politicization of financial markets?, 12 April 2025: https://adamtooze.substack.com/p/chartbook-374-as-trump-triggers-sell 

Kid Carson explores the world of Human Design with expert Laura Marie Forte. They break down how this unique system - blending astrology, chakras, and energy centers - can help you understand your true self, improve relationships, and live with more alignment. Kid even gets a personal chart reading, with surprising accuracy.Get your chartBook a Human Design sessionConnect with Laura on InstagramLaura is offering $100 off a session if you mention KIDCARSON when booking.

Hello Interactors,Spring at Interplace brings a shift to mapping, GIS, and urban design. While talk of industrial revival stirs nostalgia — steel mills, union jobs, bustling Main Streets — the reality on the ground is different: warehouses, data centers, vertical suburbs, and last-mile depots. Less Rosy the Riveter, more Ada Lovelace. Our cities are being shaped accordingly — optimized not for community, but for logistics.FROM STOREFRONTS TO STEEL DOORSLet's start with these two charts recently shared by the historian of global finance and power Adam Tooze at Chartbook. One shows Amazon passing Walmart in quarterly sales for the first time. The other shows a steadily declining drop in plans for small business capital expenditure. Confidence shot up upon the election of Trump, but dropped suddenly when tariff talks trumped tax tempering. Together, these charts paint a picture: control over how people buy, build, and shape space is shifting — fast. It all starts quietly. A parking lot gets fenced off. Trucks show up. Maybe the old strip mall disappears overnight. A few months later, there's a low, gray building with no windows. No grand opening. Just a stream of delivery vans pulling in and out.This isn't just a new kind of facility — it's a new kind of urban and suburban logic.Platform logistics has rewritten the rules of space. Where cities were once shaped by factories and storefronts, now they're shaped by fulfillment timelines, routing algorithms, and the need to move goods faster than planning commissions can meet.In the past, small businesses were physical anchors. They invested in place. They influenced how neighborhoods looked, felt, and functioned. But when capital expenditures from local firms drop — as that second chart shows — their power to shape the block goes with it.What fills the vacuum is logistics. And it doesn't negotiate like the actors it replaces.This isn't just a retail story. It's a story about agency — who gets to decide what a place is for. When small businesses cut back on investment, it's not just the storefront that disappears. So does the capacity to influence a block, a street, a community. Local business owners don't just sell goods — they co-create neighborhoods. They choose where to open, how to hire, how to design, and what kind of social space their business offers. All of that is a form of micro-planning — planning from below. France, as one example, subsidizes these co-created neighborhoods in Paris to insure they uphold the romantic image of a Parisian boulevard.But without subsidies, these actors are disappearing. And in the vacuum, big brands and logistics move in. Not softly, either. Amazon alone added hundreds of logistics facilities to U.S. land in the past five years. Data centers compete for this land. Meta recently announced a four million square foot facility in Richland Parish, Louisiana. It will be their largest data center in the world.These buildings are a new kind of mall. They're massive, quiet, windowless buildings that optimize for speed, not presence. This is what researchers call logistics urbanization — a land use logic where space is valued not for what people can do in it, but for how efficiently packages and data can pass through it.The shift is structural. It remakes how land is zoned, how roads are used, and how people move — and it does so at a scale that outpaces most municipal planning timelines. That's not just a market change. It's a change in governance. Because planners? Mayors? Even state reps? They're not steering anymore. They're reacting.City managers once had tools to shape growth — zoning, permitting, community input. But logistics and tech giants don't negotiate like developers. They come with pre-designed footprints and expectations. If a city doesn't offer fast approval, industrial zoning, and tax breaks, they'll skip to the next one. And often, they won't even say why. Economists studying these state and local business tax incentives say these serve as the “primary place-based policy in the United States.”It forces a kind of economic speed dating. I see it in my own area as local governments vie for the attention (and revenue) of would-be high-tech suitors. But it can be quiet, as one report suggests: “This first stage of logistical urbanization goes largely unnoticed insofar as the construction of a warehouse in an existing industrial zone rarely raises significant political issues.”(2)This isn't just in major cities. Across the U.S., cities are bending their long-term plans to chase short-term fulfillment deals. Even rural local governments routinely waive design standards and sidestep public input to accommodate warehouse and tech siting — because saying no can feel like missing out on tax revenue, jobs, or political wins.(2)What was once a dynamic choreography of land use and local voices becomes something flatter: a data pipeline.It isn't all bad. Fulfillment hubs closer to homes mean fewer trucks, shorter trips, and lower emissions. Data centers crunching billions of bits is better than a PC whirring under the desk of every home. There is a scale and sustainability case to be made.But logistic liquidity doesn't equal optimistic livability. It doesn't account for what's lost when civic agency fades, or when a city works better for packages than for people. You can optimize flow — and still degrade life.That's what those two charts at the beginning really show. Not just an economic shift, but a spatial one. From many small decisions to a few massive ones. From storefronts and civic input to corporate site selection and zoning flips. From a lived city to a delivered one.Which brings us to the next shape in this story — not the warehouse, but the mid-rise. Not the loading dock, but the key-fob lobby. Different function. Same logic.HIGH-RISE, LOW TOUCHYou've seen them. The sleek new apartment buildings with names like The Foundry or Parc25. A yoga room, a roof deck, and an app for letting in your dog walker. “Mixed-use,” they say — but it's mostly private use stacked vertically.It's much needed housing, for sure. But these aren't neighborhoods. They're private bunkers with balconies.Yes, they're more dense than suburban cul-de-sacs. Yes, they're more energy-efficient than sprawl. But for all their square footage and amenity spaces, they often feel more like vertical suburbs — inward-facing, highly managed, and oddly disconnected from the street.The ground floors are usually glazed over with placeholder retail: maybe a Starbucks, a Subway, or nothing at all…often vacant with only For Lease signs. Residents rarely linger. Packages arrive faster than neighbors can introduce themselves. There's a gym to bench press, but no public bench or egress. You're close to hundreds of people — and yet rarely bump into anyone you didn't schedule.That's not a design flaw. That's the point.These buildings are part of a new typology — one that synchronizes perfectly with a platform lifestyle. Residents work remote. Order in. Socialize through screens. The architecture doesn't foster interaction because interaction isn't the product. Efficiency is.Call it fulfillment housing — apartments designed to plug into an economy that favors logistics and metrics, not civic social fabrics. They're located near tech centers, distribution hubs, and delivery corridors, and sometimes libraries or parks outdoors. What matters is access to bandwidth and smooth entry for Amazon and Door Dash.And it's not just what you see on the block. Behind the scenes, cities are quietly reengineering themselves to connect these structures to the digital twins — warehouses and data centers. Tucked into nearby low-tax exurbs or industrial zones, together they help reshape land use, strain energy grids, and anchor the platform economy.They're infrastructure for a new kind of urban life — one where presence is optional and connection to the cloud is more important than to the crowd.Even the public spaces inside these buildings — co-working lounges, shared kitchens, “community rooms” — are behind fobs, passwords, and management policies. Sociologists have called this the anticommons: everything looks shared, but very little actually is. It's curated collectivity, not true community.And it's not just isolation — it's predictability. These developments are built to minimize risk, noise, conflict, friction. Which is also to say: they're built to minimize surprise. The kind of surprise that once made cities exciting. The kind that made them social.Some urban scholars describe these spaces as part of a broader “ghost urbanism” — a city where density exists without depth. Where interaction is optional. Where proximity is engineered, but intimacy is not. You can be surrounded by life and still feel like you're buffering.The irony is these buildings often check every sustainability box. They're LEED-certified. Near transit. Built up, not out. From a local emissions standpoint, they beat the ‘burbs'. But their occupant's consumption, waste, and travel habits can create more pollution than homebody suburbanites. And from a civic standpoint — the standpoint of belonging, encounter, spontaneity — they're often just as empty.And so we arrive at a strange truth: a city can be efficient, dense, even walkable — and still feel ghosted. Because what we've optimized for isn't connection. It's delivery — to screens and doorsteps. What gets delivered to fulfillment housing may be frictionless, but it's rarely fulfilling.DRONES, DOMICILES, AND DISCONNECTIONI admit there's a nostalgia for old-world neighborhoods as strong as nostalgia for industrial cities of the past. Neighborhoods where you may run into people at the mailbox. Asking someone in the post office line where they got their haircut. Sitting on the porch, just waitin' on a friend. We used to talk about killing time, now we have apps to optimize it.It's not just because of screens. It's also about what kinds of space we've built — and what kind of social activity they allow or even encourage.In many suburbs and edge cities, the mix of logistics zones, tech centers, and residential enclaves creates what urban theorists might call a fragmented spatial syntax. That means the city no longer “reads” as a continuous experience. Streets don't tell stories.There's no rhythm from house to corner store to café to school. Instead, you get jump cuts — a warehouse here, a cul-de-sac there, a fenced-in apartment complex down the road. These are spaces that serve different logics, designed for speed, security, or seclusion — but rarely for relation. The grammar of the neighborhood breaks down. You don't stroll. You shuttle.You drive past a warehouse. You park in a garage. You enter through a lobby. You take an elevator to your door. There's no in-between space — no casual friction, no civic ambiguity, no shared air.These patterns aren't new. But they're becoming the norm, not the exception. You can end up living in a place but never quite arrive.Watch most anyone under 35. Connection increasingly happens online. Friendships form in Discord servers, not diners. Parties are planned via private stories, not porch swings. You don't run into people. You ping them.Sometimes that online connection does spill back into the real world — meetups, pop-ups, shared hobbies that break into public space. Discord, especially, has become a kind of digital third place, often leading to real-world hangouts. It's social. Even communal. But it's different. Fleeting. Ephemeral. Less rooted in place, more tied to platform and notifications.None of this is inherently bad. But it does change the role of the neighborhood as we once knew it. It's no longer the setting for shared experience — it's just a backdrop for bandwidth. That shift is subtle, but it adds up. Without physical places for civic life, interactions gets offloaded to platforms. Connection becomes mediated, surveilled, and datafied. You don't meet your neighbors. You follow them. You comment on their dog through a Ring alert.This is what some sociologists call networked individualism — where people aren't embedded in shared place-based systems, but orbit through overlapping digital networks. And when digital is the default, the city becomes a logistics problem. Something to move through efficiently…or not. It certainly is not something we're building together. It's imposed upon us.And so we arrive at a kind of paradox:We're more connected than ever. But we're less entangled.We're more visible. But we're less involved.We're living closer. But we don't feel near.The irony is the very platforms that hollow out public space are now where we go looking for belonging. TikTok isn't just where we go to kill time — it's where we go to feel seen. If your neighborhood doesn't give you identity, the algorithm will.Meanwhile, the built environment absorbs the logic of logistics. Warehouses and data centers at the edge. Mid-rises in the core. Streets engineered for the throughput of cars and delivery vans. Housing designed for containment. And social life increasingly routed elsewhere.It all works. Until you want to feel something.We're social creatures, biologically wired for connection. Neuroscience shows that in-person social interactions regulate stress, build emotional resilience, and literally shape how our brains grow and adapt. It's not just emotional. It's neurochemical. Oxytocin, dopamine, and serotonin — the chemistry of belonging — fire most powerfully through touch, eye contact, shared space. When those rituals shrink, so does our sense of meaning and safety.And that's what this is really about. Historically cities weren't just containers for life. They're catalysts for feeling. Without shared air, shared time, and shared friction, we lose more than convenience. We lose the chance to feel something real — to be part of a place, not just a node in a network.What started with two charts ends here: a world where local agency, social spontaneity, and even emotion itself are being restructured by platform logic. The city still stands. The buildings are there. The people are home. But the feeling of place — the buzz, the bump, the belonging — gets harder to find.That's the cost of efficiency without empathy. Of optimizing everything but meaning.And that's the city we're building. Unless we build something else. We'll need agency. And not just for planners or developers. For people.That's the work ahead. Not to reject the platform city. But to remake it — into something more livable. More legible. More ours. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit interplace.io

As the Trump administration pursues a dramatic economic realignment, we're joined by Adam Tooze, author of Chartbook on Substack, and Sohrab Ahmari, US Editor of UnHerd and author of Tyranny, Inc., to examine the feasibility and implications of an American industrial revival. We analyze the administration's strategy for reshoring manufacturing, debate whether reversing globalization is possible or desirable, and consider what economic nationalism would accomplish for a workforce that has largely moved beyond factory jobs.   Follow The Weekly Show with Jon Stewart on social media for more:  > YouTube: https://www.youtube.com/@weeklyshowpodcast > Instagram: https://www.instagram.com/weeklyshowpodcast > TikTok: https://tiktok.com/@weeklyshowpodcast  > X: https://x.com/weeklyshowpod   > BlueSky: https://bsky.app/profile/theweeklyshowpodcast.com Host/Executive Producer – Jon Stewart Executive Producer – James Dixon Executive Producer – Chris McShane Executive Producer – Caity Gray Lead Producer – Lauren Walker Producer – Brittany Mehmedovic  Video Editor & Engineer – Rob Vitolo Audio Editor & Engineer – Nicole Boyce Researcher & Associate Producer – Gillian Spear Music by Hansdle Hsu Learn more about your ad choices. Visit megaphone.fm/adchoices

Kaiser Kuo, host of the long-running Sinica podcast, joins us in Zurich to discuss the evolving narrative on China, and why the West is so often 'stunned' by Chinese breakthroughs in electric vehicles, green technology, or, most recently: AI, with DeepSeek.We explore the reasons behind the challenges of reporting on China, the importance of strategic empathy, and the shifting dynamics of global influence, particularly in relation to American exceptionalism.Recommendations mentioned at the end of the episode:Chartbook, by Adam ToozePekingnology and The East is Read, by Zichen WangInterconnected, by Kevin XuBaiguan, by Robert WuChinese Cooking DemystifiedPlayground, by Richard PowersDal recipe

Kaiser Kuo, host of the long-running Sinica podcast, joins us in Zurich to discuss the evolving narrative on China, and why the West is so often 'stunned' by Chinese breakthroughs in electric vehicles, green technology, or, most recently: AI, with DeepSeek.We explore the reasons behind the challenges of reporting on China, the importance of strategic empathy, and the shifting dynamics of global influence, particularly in relation to American exceptionalism.Recommendations mentioned at the end of the episode:Chartbook, by Adam ToozePekingnology and The East is Read, by Zichen WangInterconnected, by Kevin XuBaiguan, by Robert WuChinese Cooking DemystifiedPlayground, by Richard PowersDal recipeStay up-to-date on all events and activities at Asia Society Switzerland: subscribe to the newsletter and support our work by becoming a member. -STATE OF ASIA is a podcast from Asia Society Switzerland.  Season 8, episode 5 - Published: February 4, 2025Hosts: Nico Luchsinger and Remko Tanis, Asia Society SwitzerlandEditor: Remko Tanis, Programs and Editorial Manager, Asia Society Switzerland

Cleo und Lukas von der Interventionistischen Linken im Gespräch über das zweite Zwischenstandspapier der IL "Gegenmacht aufbauen, Gelegenheit ergreifen - IL im Umbruch".   Shownotes Interventionistische Linke: https://interventionistische-linke.org/ Zwischenstandspapier #2 der IL: https://interventionistische-linke.org/zwischenstandspapier-2   die IL auf Twitter: https://twitter.com/inter_linke die IL auf Instagram: https://www.instagram.com/interventionistische_linke Termine der IL: https://interventionistische-linke.org/termine IL Lokalgruppen: https://interventionistische-linke.org/il/il-vor-ort Möglichkeiten die IL zu kontaktieren: Email: kontakt@interventionistische-linke.de Kontaktformular: https://interventionistische-linke.org/contact zum geschichtlichen Kontext der Entstehung der IL: https://arranca.org/heinz-schenk-debatte Call des International Network for Democratic Economic Planning (INDEP): https://www.indep.network/call-for-contributions-first-indep-conference-democratic-economic-planning-for-the-real-world/ Ende Gelände: https://www.ende-gelaende.org/ Blockupy: https://de.wikipedia.org/wiki/Blockupy Deutsche Wohnen & Co Enteignen (DWE): https://dwenteignen.de/   zum Konzept des Kairos-Moments: Neupert-Doppler, A. (2019). Die Gelegenheit ergreifen: Eine politische Philosophie des Kairós. mandelbaum Verlag. https://www.mandelbaum.at/buecher/alexander-neupert-doppler/die-gelegenheit-ergreifen/   zu Gramscis Hegemoniebegriff: Langemeyer, I. (2009). Antonio Gramsci: Hegemonie, Politik des Kulturellen, geschichtlicher Block. In: Hepp, A., Krotz, F., Thomas, T. (eds) Schlüsselwerke der Cultural Studies. Medien – Kultur – Kommunikation. VS Verlag für Sozialwissenschaften, Wiesbaden. https://doi.org/10.1007/978-3-531-91839-6_6 Williams, A., & Gilbert, J. (2022). Hegemony Now: How Big Tech and Wall Street Won the World (And How We Win it Back). Verso Books. https://www.versobooks.com/products/494-hegemony-now?srsltid=AfmBOooWLaIKr5DPTEdTa3XjZjM8laZjT9co01izt4p041rwtvrCrXiw ein Beispiel für einen Streik der über klassisch-gewerkschaftliche Belange hinausging und gesellschaftlich Allianzen geschmiedet hat ist die Initiative "Wir fahren Zusammen" von Fridays for Future und Verdi: https://www.wir-fahren-zusammen.de/ zum Begriff der Mosaiklinken: https://ifg.rosalux.de/2007/10/06/mosaiklinke/ zur globalisierungskritischen Bewegung (auch "Alter-Globalisation Movement"): https://www.rosalux.de/en/news/id/46700/a-brief-history-of-the-alter-globalization-movement "Recht auf Stadt": https://de.wikipedia.org/wiki/Recht_auf_Stadt Kampagnen zu Vergesellschaftung: https://hamburg-enteignet.de/ https://rwe-enteignen.de/ und siehe auch die "vergesellschaftet Bayern!"Konferenz: https://www.vergesellschaftet.bayern/de   zum Konzept der "Ökologie der Organisationen": Nunes, R. (2021). Neither Vertical nor Horizontal: A Theory of Political Organization. Verso Books. https://www.versobooks.com/products/772-neither-vertical-nor-horizontal?srsltid=AfmBOorakmTzxACChjxsNltaglZvgWV-PRh7BPzaRpiujH9N6G1r6HGQ Jones, G. (2018). The Shock Doctrine of the Left. Wiley. https://www.wiley.com/en-us/The+Shock+Doctrine+of+the+Left-p-9781509528554 zum Zusammenbruch des Neoliberalismus und was danach kommt: Decker, S. (2024). Comeback der Planung? Zeitschrift Luxemburg. https://zeitschrift-luxemburg.de/artikel/comeback-der-planung/ Tooze, A. (2024) Chartbook 298 Built not Born - Against “interregnum”-talk (Hegemony Notes #2). https://open.substack.com/pub/adamtooze/p/chartbook-298-built-not-born-against?utm_campaign=post&utm_medium=web   Thematisch angrenzende Folgen S03E18 - Indigo Drau und Jonna Klick zu Revolution als Commonisierung https://www.futurehistories.today/episoden-blog/s03/e18-indigo-drau-und-jonna-klick-zu-revolution-als-commonisierung/ S03E13 - Yanira Wolf zu Arbeitskämpfen, Organizing und konkretem Utopisieren https://www.futurehistories.today/episoden-blog/s03/e13-yanira-wolf-zu-arbeitskaempfen-organizing-und-konkretem-utopisieren/ S02E57 - Jenny Stupka zum Kampf um Vergesellschaftung https://www.futurehistories.today/episoden-blog/s02/e57-jenny-stupka-zum-kampf-um-vergesellschaftung/ S02E38 - Eva von Redecker zu Bleibefreiheit und demokratischer Planung https://www.futurehistories.today/episoden-blog/s02/e38-eva-von-redecker-zu-bleibefreiheit-und-demokratischer-planung/ S02E35 - Cara Röhner zu Gemeinwirtschaft und der Solidarität im Recht https://www.futurehistories.today/episoden-blog/s02/e35-cara-roehner-zu-gemeinwirtschaft-und-der-solidaritaet-im-recht/ S02E23 - Nina Scholz zu den wunden Punkten von Google, Amazon, Deutsche Wohnen & Co. https://www.futurehistories.today/episoden-blog/s02/e23-nina-scholz-zu-den-wunden-punkten-von-google-amazon-deutsche-wohnen-co/ S01E17 - Das HEFT-Kollektiv zu Stadt, Selbstorganisation & Anarchismus https://www.futurehistories.today/episoden-blog/s01/e17-das-heft-kollektiv-zu-stadt-selbstorganisation-amp-anarchismus/   Future Histories Kontakt & Unterstützung Wenn euch Future Histories gefällt, dann erwägt doch bitte eine Unterstützung auf Patreon: https://www.patreon.com/join/FutureHistories   Schreibt mir unter: office@futurehistories.today Diskutiert mit mir auf Twitter (#FutureHistories): https://twitter.com/FutureHpodcast auf Bluesky: https://bsky.app/profile/futurehistories.bsky.social auf Instagram: https://www.instagram.com/futurehpodcast/ auf Mastodon: https://mstdn.social/@FutureHistories   Webseite mit allen Folgen: www.futurehistories.today English webpage: https://futurehistories-international.com Episode Keywords #InterventionistischeLinke, #FutureHistories, #JanGroos, #Podcast, #Interview, #Vergesellschaftung, #SozialeKämpfe, #wirfahrenzusammen, #WirFahrenZusammen, #Arbeitskämpfe, #Streik, #Organizing, #Utopie, #Vergesellschaftung, #Klimakrise, #DWEnteignen, #radikaleLinke, #DeutscheWohnen&CoEnteignen, #SozialeBewegungen, #Aktivismus, #Revolution, #Solidarität, #Transformation, #Postautonomie, #undogmatischeLinke

On November 6, 2024, leading global thinker Adam Tooze delivered Asia Society Switzerland's third annual State of Asia Address in front of a full house in the prestigious aula of the University of Zurich, our partner for this event.Adam holds the Shelby Cullom Davis chair of History at Columbia University in New York City. In 2019, Foreign Policy Magazine named him one of the top Global Thinkers of the decade.Chartbook, his newsletter on economics, geopolitics and history, has over 120,000 subscribers. He is a columnist for Foreign Policy, where he also hosts a weekly economics podcast, Ones & Tooze.The full text of Adam's 2024 State of Asia Address 'Asia in the Age of Polycrisis' is available on our website. A video of the address is here.STATE OF ASIA brings you engaging conversations with leading minds on the issues that shape Asia and affect us all.Stay up-to-date on all events and activities at Asia Society Switzerland: subscribe to the newsletter and support our work by becoming a member. -STATE OF ASIA is a podcast from Asia Society Switzerland.  Season 7, episode 6 - Published: November 12, 2024Host/Editor: Remko Tanis, Programs and Editorial Manager, Asia Society Switzerland

***** Have a question for me? ***** Send it here (audio) and you might hear your question answered live on the show! ************ https://www.speakpipe.com/vickiedickson ****************Work with Vickie:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingHow to Deal with Pressure in Your Business | Root Centre Human Design | Listener QuestionFeeling overwhelmed by stress and pressure in your business? You're not alone. In this episode, Vickie dives into the Human Design chart's root center, where pressure and adrenaline live. Discover how understanding whether your root is defined or undefined can completely change how you handle deadlines, stress, and creative blocks. By the end of this episode, you'll learn how to leverage your energy patterns to stay productive and balanced, even when life feels like quicksand.Before we get started… I love hearing from you!

***** Have a question for me? ***** Send it here (audio) and you might hear your question answered live on the show! ************ https://www.speakpipe.com/vickiedickson ****************Who Are You Speaking to in Your Content? with Guest Jen Vertanen 6/2 Emotional Manifesting GeneratorIn this episode of Unjaded, Vickie Dickson dives deep into the world of resilience and self-discovery with special guest Jen Vertanen. If you've ever struggled with feeling stuck or overwhelmed, this conversation will reveal powerful insights and practical strategies to help you break free from old patterns and create the life you truly desire. Expect to walk away with actionable tips on how to embrace vulnerability and turn your past experiences into fuel for your personal growth.Before we get started… I love hearing from you!

Failed Launch? 3 Mistakes You're Making When Launching Offers in Your BusinessAre you frustrated with a recent product launch that didn't go as planned? In this episode of Unjaded, Vickie Dickson uncovers the top three mistakes that could be sabotaging your business launches. Drawing from her extensive experience and insights, Vickie offers practical strategies to help you avoid these common pitfalls and achieve the results you desire.Whether you're launching a new product, service, or offer, this episode is packed with actionable advice that can turn your next launch into a success. Don't miss out on these critical lessons that every small business owner needs to know.Before we get started… I love hearing from you!

Content Creation for a 6/2 Manifesting Generator with Guest Sarah Mertzlufft - Microdosing GuideWelcome to another exciting episode of the Unjaded podcast! In this episode, Vickie Dickson sits down with Sarah Mertzlufft, a multi-talented business owner and Manifesting Generator with a 6/2 profile. Sarah is a microdosing guide! Listen in to uncover the magic of microdosing, and explore how aligning with your Human Design can revolutionize your life and business. This episode is packed with practical insights and inspiring stories that you won't want to miss!Before we get started… I love hearing from you!

Welcome to a special episode of the Unjaded podcast! In this episode, Vickie Dickson sits down with Casey Mariott, founder of The Self Wellness Project and a unique 4/6 Human Design Reflector. Reflectors make up just 1% of the population, making them the unicorns of the Human Design system. Casey shares her lived experience as a Reflector, offering valuable insights into the power and challenges of her unique design.Before we get started… I love hearing from you!

Stop Doing This 1 Thing if You Want More Paying Clients in Your BusinessAre you tired of your messages getting lost in translation, leaving your audience confused and disengaged? In this episode of Unjaded, host Vickie Dickson reveals the secret to transforming your communication style from complex and convoluted to clear and compelling. Tune in to learn how simplifying your message can make a world of difference in getting more paying clients.Be The First to Know when the Doors Re-Open for the last Content Creation Course you'll ever need!! Get on the Waitlist NOWBefore we get started… I love hearing from you!

Add These 2 Words to your Online Message to Convert More ClientsIn this episode, Vickie dives into a crucial aspect of content creation that you may be missing. If you have ever wondered why your content doesn't convert to paid clients, this episode is for you! Join Vickie as she reveals the secret ingredient that will transform your messaging and help you connect with your audience on a deeper level.Before we get started… I love hearing from you!

How to Grow Your Audience on Social Media and Email ListIn this episode we have a really fun group session and we are talking about growing your audience. Be it with your social media, podcast, email list or more.Before we get started… I love hearing from you!

This week on Sinica, in a show recorded on the sidelines of the World Economic Forum's Annual Meeting of the New Champions, historian Adam Tooze joins to chat about what the U.S. wants from China, China's vaulting green energy ambitions, and much more. Don't miss this episode: Tooze gets pretty darn spicy!3:13 How Adam launched Chartbook in Chinese 5:37 How Dalian and Beijing have changed since Adam's last visit in 20199:01 What the West wants from China, the Thucydides Trap, 15:11 The trajectory of China's economic development and why it's hard for the West to reconcile with]25:11 “Overcapacity” and the politics of renewable energy31:00 Russo-Chinese relations and the war in Ukraine37:12 The Global South and China since February 24th and October 7th and the importance of Africa with regards to global development 41:39 Green energy as a driver of high-quality development in China 47:49 The “Red New Deal” and the combination punch metaphor 51:57 Adam's cognitive style (an interrelated thinker averse to analogizing), climate as a touchstone topic, and China's importance in global climate politics Recommendations:Adam: The work of Lauri Myllyvirta, including his analysis on Carbon BriefKaiser: Rewatching The Wire TV series (2002-2008)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Niching Down Hot Seat with Tara Shaw | 4/6 Emotional GeneratorIn this episode I am joined by Tara Shaw for a Human Design Hot Seat! Tara is a yoga teacher, life coach and the founder of Loose Grip Athletics. Tara is a Generator who wants to use her Human Design Strategy to build her business for the next 15-years. Her goal for this episode (session) is to find a direction, be it a niche client or niche work. She is a multi-passionate individual and is curious how to honour this.I love hearing from you!

Speaker: Mislav Matejka, CFA, Head of Global Equity Strategy SPW, an equal-weighted S&P500 index, has stalled since March, and is behind SPX so far this year by more than 10%. We think this is reflecting a changing Growth-Policy narrative vs early 2024. Entering this year, investor expectations were for a Goldilocks outcome – growth acceleration and at the same time quick Fed easing, starting already in March. The early Fed cuts and the consequent improving credit impulse didn't materialize, which should weigh on growth in 2H. US activity momentum is slowing, with CESI outright negative at present, putting EPS growth projections of as much as 15% acceleration between Q1 and Q4 of this year at risk. Instead of easing preemptively for market-friendly reasons, such as falling inflation, as was the view at the start of the year, the Fed could end up easing, but reactively, in a response to weakening growth. At the same time, there is no safety net any more, the market is positioned long, Vix is at lows, potentially underpricing risks and credit spreads are extremely tight – this is as good as it gets. Adding to the picture strengthening USD and elevated political uncertainty currently, we arrive at a problematic setup for the equity market during summer. In terms of positioning, we have entered this year again OW Growth vs Value style and Large vs Small caps, and we are keeping these for 2H in the US, not expecting much broadening. The recent relative dip due to French political uncertainty is likely to become a buying opportunity as we move through 2H, but we think the risk of further drawdowns is not finished, as the potential new French government will likely try to test the limits of what they can do. This podcast was recorded on 30 June 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-GPS-4735603-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

What Is Not Self Theme in Human Design?In this episode I am answering a listener's question about the ‘Not-Self Theme' in Human Design. What IS the Not-Self Theme in Human Design…and what does it mean for me? Make sure to have your own Human Design chart handy to follow along with this one!Before we get started… I love hearing from you!

Marketing as a Way of Life | Marketing Yourself, Marketing Your Small BusinessIn this episode we have a really fun group session and we are talking about why marketing is a MUST! When marketing isn't a part of our everyday business life, and then we try to sell an offer, we get crickets. Today we're going to cover 3 tips for making marketing a way of life in your business so that - dare I say - you actually enjoy it and bring paying clients into your world on a regular basis.Before we get started… I love hearing from you!

How to Create a Lead Magnet That WorksIn this episode I dive into how to create a lead magnet that people actually want enough to STAY in your world. We will chat about what is working currently, how to start with the end goal in mind and what happens AFTER a lead magnet.Before we get started… I love hearing from you!

Human Design in Relationship with Kathy Gleason | As I Live & GrieveIn this episode I am joined by Kathy Gleason, the host of As I Live & Grieve Podcast. She is new-er to the world of Human Design and she shares how exploring Human Design has become a monumental experience in her life. Let's dive in!Before we get started… I love hearing from you!

Speaker: Mislav Matejka, CFA, Head of Global Equity Strategy Last couple of months are showing softening US growth momentum, but at the same time an increasing potential for higher for longer Fed. We see the market upside capped during summer due to the inconsistency between consensus call for disinflation on one hand, and the belief in no landing and in earnings acceleration on the other. Within the market there was a more Defensive rotation underway in Q2, compared to Q1. We think this will continue on likely peaking in bond yields and more attractive valuations. At sector level, we hold a barbell of Defensives and Commodities, and are in particular cautious on Consumer Cyclicals such as Autos and Travel & Leisure. Stylewise, our OW on Growth vs Value continued working – we are not changing it for now, but Small caps could trade better in 2H. They have again lagged ytd, in all key regions, are cheap, and typically perform better when policy cuts start in Europe. In addition, European activity already had a reset last year, and is likely to be better this year. For the US, the rotation might work also, but we do not see it as clear cut, as Fed could stay higher for longer, and US domestic growth could actually weaken meaningfully in 2H. We reverse our long-term preference for FTSE100 vs FTSE250. This podcast was recorded on 02 June 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4715457-0.pdf  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Midlife Crisis Meets Human Design with Projector Bernie Borges of Midlife Fulfilled PodcastIn this episode I am joined by Bernie Borges, a decade-long podcaster and the host of Midlife Fulfilled Podcast. He is passionate about helping people to THRIVE at midlife - through the 5 pillars of fulfillment - and is an incredible human to get to spend some time with. Listen in!Before we get started… I love hearing from you!

Understanding the Emotional Wave in Human DesignThis episode explores what emotional authority actually feels like in Human Design - and how to work with it. Plus busts some myths in the process.Before we get started…are you kicking yourself for missing out on this LIVE round of Content by Design? Then a specialized Content Audit may be exactly what you need to tide you over until it launches again.In this session:You and I will get in a Zoom room together and I'll look at your content to see what needs to change in order to get you booking clients and/or selling out your programs, courses, and sessions on a regular basis.You will get crystal clear around what your message is and how you need to say it clearly to draw your ideal clients to you.We will look at your messaging across all platforms including your website, social media, sales pages, and whatever else we can fit in during our time together.PS: The session is recorded and you'll get the recording and a transcript so that you can go back through it as many times as you'd like. I'll link this for you at the end of the show notes!I love hearing from you!

Speaker: Mislav Matejka, CFA, Head of Global Equity Strategy We are concerned about inflation staying too high if there is no slack created in the economy, adverse bonds demand-supply with negative term premia, consensus expectation of profit acceleration of almost 20% between Q1 and Q4 of this year, which doesn't typically happen, especially if the economy softens in 2H, consumer tailwinds potentially turning, as well as concentration and leadership reversal hurting the market. At the core, the Goldilocks view that market embraced in Q1 of inflation/rates moving lower but at the same time of earnings acceleration and economy having no landing remains an inconsistent one. In fact, the Growth-Inflation tradeoff could end up the opposite, as seen in recent ISM showing a spike in pricing and slowing orders. Together with seasonally poor time for markets coming up and still stretched positioning, we look for more of a consolidation in equity markets over the next months. Within this, we advocate for some of the rotations to come up/have legs. Growth is ahead of Value ytd, small caps are heavily behind again ytd. We fundamentally stay with Growth, Quality and large caps tilts, but the turn could be coming, where small caps tended to perform better as ECB starts to ease. Regionally, we have in Q1 taken profits on US vs Eurozone OW, as well as tactically exited our longstanding China bearish stance. The latest market move to a more Defensive trading should have legs, such as recent outperformance of Utilities and Staples, alongside commodity sectors. This podcast was recorded on 06 May 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4691410-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Human Design Hot Seat | 3/5 Emotional Manifesting Generator | Heather Reeves YogaThis episode is a Human Design Hot Seat business coaching session. I am joined by Heather Reeves of Heather Reeves Yoga, a 3/5 Emotional Manifesting Generator that is looking to “niche down” her business - which is sooo hard for a Manifesting Generator. She is looking to add coaching and online programs to her business, in a way that does not burn her out.Before we get started…are you kicking yourself for missing out on this LIVE round of Content by Design? Then a specialized Content Audit may be exactly what you need to tide you over until it launches again.In this session:You and I will get in a Zoom room together and I'll look at your content to see what needs to change in order to get you booking clients and/or selling out your programs, courses, and sessions on a regular basis.You will get crystal clear around what your message is and how you need to say it clearly to draw your ideal clients to you.We will look at your messaging across all platforms including your website, social media, sales pages, and whatever else we can fit in during our time together.PS: The session is recorded and you'll get the recording and a transcript so that you can go back through it as many times as you'd like. I'll link this for you at the end of the show notes!I love hearing from you!

In this episode I unpack with you, what the Content by Design course is - and how it can help you to create content that converts into paying clients, on a regular basis.Save the date! The cart is open to the LIVE round of Content by Design. Ready to transform your own content creation - and your bottom line in the process? We start this week!I love hearing from you!

In this episode I chat with Meg Dolan, who is a 4/6 Emotional Generator. Meg is a Content by Design graduate and the owner of Sacred Sparkle Energy. She empowers women on their journeys of self discovery and cyclical living, through deepened connection to their hearts and wombs, guiding them to come home to their most natural selves and ignite their inner sparkle.Save the date! The cart is open to the LIVE round of Content by Design. Ready to transform your own content creation - and your bottom line in the process? We start April 22.I love hearing from you!

How to Create Proposals, Posts, Blogs, etc. Using Your Human Design with Guest Andrea Slate 2/4 Manifesting Generator & EmpathIn this episode I chat with Andrea Slate, who is a 2/4 Sacral Manifesting Generator and Empath. Andrea is a Content by Design graduate, an Online Business Manager and a writer. She grew up in a small-business family, and went into the corporate project and contract management world before returning to small business for herself. Follow along with us as she shares how Content by Design has exploded her business - so much so, that for the first time ever, her books are closed AND she has a waitlist to work with her.Save the date! The cart is open to the LIVE round of Content by Design. Ready to transform your own content creation - and your bottom line in the process? We start April 22.I love hearing from you!

Speaker: Mislav Matejka, CFA, Head of Global Equity Strategy In terms of leadership, US and Japan are ahead of other markets ytd, Growth is outperforming Value and large caps are again beating small, in all key regions. We continue to believe that this style of leadership will broadly stay the case for a while longer, until there is a break, or a reset, in the cycle. For Value, commodities, low Quality, small caps, EM or International stocks to begin leading more sustainably one needs to see a reflationary backdrop, in our view, but we could have the opposite. Within this, we have recently taken profits on US vs Eurozone OW, as the Eurozone risk-reward has improved, in our view. Among other, Eurozone valuations appear very attractive, relative growth momentum could be bottoming out and ECB could start moving ahead of the Fed, which would be very atypical. We also have a tactical buy on China given extreme cheapness and UW positioning by most investors. Broadly, JPM Fixed Income's call is that bond yields are fundamentally set to move lower in 2H, but we note a pickup in inflation swaps, as well as the outright negative term premia for bonds again, which suggests that there is a lot of complacency in the bond market with respect to the inflation risk. Consequently, the gap that has opened up ytd between Fed futures and the equity market is getting wider. Equities rallied almost 30% from last October lows, driven in Nov-Dec by the expectation of a Fed pivot, but these projections have fully reversed back to October low levels. Equities are ignoring the most recent pivot of a pivot, which might be a mistake. The assumption that the market is likely making here is one of growth acceleration coming to the rescue in 2H. In this regard, we note that earnings projections for 2024 are still not moving up. Regionally, Japan is staying our top pick, continuing our 2023 preference. This podcast was recorded on 31 March 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4662999-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

On today's episode of Unjaded, I'm going to walk you through a simple exercise so that you can understand the actual dollar figure your business needs to bring in this year so that you can stop beating yourself up for not doing more OR... kick your own ass if you're doing too little!Small businesses account for 99.9% of business in North America and make up 50% of the economy YET.... only 6 % of entrepreneurs will make 6 figures this year.I have NEVER had a consulting client answer the “How much money do you need to make in your business this year” question, with anything less than 100k. And I'm not saying you shouldn't go for 100k. I'm simply saying that there may be other steps along the way for you AND... that maybe 50k would be a whole lot better than the 16k you made in your business last year.Know what I'm saying?What You'll Learn:An exercise that will actually show you what you need to make in your business this year - 6-figure or not.How this exercise supports your brain into building you up - instead of blocking you.Real life examples of business owners this exercise is working for.You don't go from making zero dollars in your businesses to 100 thousand dollars in your businesses overnight.It's time to normalize that and to stop letting that mean you're a failure who will nevermake it to 6 figures.You will make it.One step at a time - just like everything else in life.Do me a favour, don't get jaded along the way ok?Leaning into your own unique HD is the very best way to build a business that fits yourlife so that you can make the money you're here to make and have the impact you'rehere to have.You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingLet's Connect!Send Vickie a DM on Instagram with your Human Design questions → https://www.instagram.com/vickie.dickson/Check out Vickie's website and current offerings → http://www.vickiedickson.com

The Endless Pursuit of a 6 Figure BusinessHow did we land on 100k as the magical number that signifies success in business? Today on Unjaded, I'm going to push back on this a bit. Here's why: Over and over and over again I listen to women in consulting sessions that are hell bent on hitting 6 figures. Everything that they do in their business is done to chase this goal.Which is fine…but for the fact that they've yet to crack 5 figures ......for some, they haven't even cracked 5 figures (10k) in a YEAR. Yet they have a goal of hitting 6 figures STAT.So they follow all of these gurus (many who aren't making 6 figures but that's a story for another day) and they try to use the same tactics to grow their own businesses.There are 2 issues I have with this:Often said guru is not using the tactics they're teaching. They sound good on paper, but if you watch their accounts, they're not doing what they're teaching.The things that you need to grow to 6 figures are very different from the things you need to do at 6 figures and beyond.And yes, I've cleared the 6 figure mark and can speak to this.If you want to unpack this with me, keep listening!What You'll Learn:Why you may need to have another goal and another STRATEGY on the way to 6 figures.How to get the backbone in place to build a 6 figure business without breaking your life.Grow your audience like it's your day job.Give your audience the opportunity to purchase from you, early in the game.Show up as the style of leader that you are (Hint: within your Human Design blueprint lies ALL of who you are).What your Human Design profile tells you about being a leader within your own business.How to build a solid lead magnet that matches your offers.The importance of appreciating every dollar along the way.In the next episode, I'm going to take you through an exercise that I love to do withclients so that they can see the actual dollar figure that they need to make in theirbusiness so that they can be free of the conditioning to do what everyone else is telling them they ‘should' do.You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingLet's Connect!Send Vickie a DM on Instagram with your Human Design questions → https://www.instagram.com/vickie.dickson/Check out Vickie's website and current offerings → http://www.vickiedickson.com

Consistently Create Content Without Burning OutThe other night I delivered a webinar for Bodygraph Chart focused on growing your audience. It never fails when we talk about anything related to being online or showing up consistently in your business, that I get messages afterwards bemoaning how someone can't show up because they don't have the energy for it.I get it. As a 2nd line in Human Design, my ‘hermit away' game is strong.And let's face it, there are days we just don't have the stamina or the stomach for social media, no matter what our Human Design is.#amiright?Today, I'm going to give you 3 tips for how to use the energy that you DO have tocreate a consistent presence on any platform.What You'll Learn:No, you don't have to be online 24/7 - but you do have to show up.Using social media to promote the ‘long game'.Human Design ‘excuses'.How to create space in your week for creativity.How to schedule or batch out content.Keeping an idea notebook or note on your phone.Create an album of photos/videos to use.There will be times when your creative energy just isn't there. That's the nature of creativity. If it was on all the time, we'd never settle.Learning to work with the pulses and rhythm of your own energy is imperative to gettingmore done - and more significant things done - in your business.Lean into your Human Design to get more done in less time with every bit of intention you can muster.You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingLet's Connect!Send Vickie a DM on Instagram with your Human Design questions → https://www.instagram.com/vickie.dickson/Check out Vickie's website and current offerings → http://www.vickiedickson.com

Speaker: Mislav Matejka, CFA - Head of Global Equity Strategy So far ytd, US and Japan are ahead of other markets, Growth is outperforming Value and large caps are again beating small in all key regions. We continue to believe that this, ultimately unhealthy, high concentration and narrow leadership is set to stay for a while longer. To buy Value and International stocks one needs to see a reflationary backdrop, in our view, but we could have the opposite. In terms of bond yields, we argued last October to go long duration, but also in January to look for a tactical bounce back in bond yields, as Fed easing became overdiscounted in markets. We now think that the counter-rally in yields might be running out of steam, and would advocate to go long duration again. The move back higher in Fed futures might be getting done – they roundtripped back to October levels, and activity momentum could soften from here. The question is, why didn't equities weaken as US 10-year yields backed up 50bp during Jan-Feb? We think that this is because investors assumed that the yield upmove is reflective of economic acceleration, but we note that earnings projections for 2024 are not reacting positively – they keep coming down in most sectors. If the growth acceleration does not come through, this could act as a headwind. Overall, we keep OW Growth vs Value, US vs Europe, and still see Japan as top regional pick – we look for these to continue tracking.   This podcast was recorded on 04 March 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4642382-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Invitations, Recognition, and Energetic Guidance for Projectors with Guest Juliana ChristineAre you a Human Design Projector? In this episode we're talking invitations, recognition and energetic guidance for Projectors with my special guest, Juliana Christine. Juliana is first and foremost a student of life, rhythm and magic. She's a psychotherapist, a mystic, a philosopher, a dream worker and a guide. AND...She's a fellow Human Design specialist. We were in Karen Curry Parker's year long coach mastermind together. Juliana helps clients weave their past and future into the present so that they can experience the truth that they truly are powerful co-creators of their reality. And she's a Projector, which I love. I know that as a listener, you want to hear more about Projectors and the Projector experience. We have Juliana here live to talk about that and all of the magic that she weaves into her life. What You'll Learn:The beauty of Projector's being an absolute LIGHT in, and for, this world.How bitterness can be present for Projectors - and how to navigate it.Embracing rest as a Projector, and avoiding burnout too.How learning to recognize what season you are in, and what season your menstrual cycle is in, can deeply support you.The incredible experience that a 3/5 profile in Human Design lives, learns and then teaches back to the world.How to ask for recognition - and how to recognize yourself.Perhaps the most beautiful take-away from this episode is how to recognize yourself as a Projector. And that comes in the form of mirror work. As Juliana unpacks for us: “How can I expect people to recognize me if I'm not recognizing myself? This world, it is a house of mirrors, so everything is a reflection for us to learn from. If I'm looking for that reflection from someone to recognize me for opportunities so that I can shine my light brighter in the world, I need to go and stand in front of the mirror and recognize myself.”Can I get an amen??You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingLet's Connect!Send Vickie a DM on Instagram with your Human Design questions → https://www.instagram.com/vickie.dickson/Check out Vickie's website and current offerings → http://www.vickiedickson.comConnect with Juliana Christine!Check out Unleash Your Magic here → https://www.julianachristine.com/unleash-your-magicInstagram: https://www.instagram.com/_julianachristine_YouTube:

Show Notes - Episode 41Episode #: 41Episode Working Title: Meet Megs - Her Saturn Return Led Her to SobrietyAir Date: February 19, 2024COPY UNDER THIS LINE ONLYMeet Megs - Her Saturn Return Led Her to SobrietyToday, you'll meet Meg. Meg is a wise, young entrepreneur who was kicked around by life quite a bit in her 20's. She did a lot of ‘stupid shit' (her words) that led her to completely change her life in the midst of her Saturn return.What You'll Learn:Your Saturn Return happens 3 x in your life - at 29, 58 and 84.Your Saturn is said to be the great challenger of your life.About every 29 years, it returns to the place it was in at the time of your birth and it comes at you HARD.How Meg's Saturn Return brought her to sobriety - and how her profile contributes to that.When you're ready to take your own path of least resistance, you're ready for a HDreading. Head on over to the website - vickiedickson.com - linked in show notes for you- and book yours.Aligning with your unique Human Design is THE BEST way to live an intentionallyUnjaded life.You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingLet's Connect!Send Vickie a DM on Instagram with your Human Design questions → https://www.instagram.com/vickie.dickson/Check out Vickie's website and current offerings → http://www.vickiedickson.com

Can You Use Your Human Design to Choose Your Niche?The riches are in the niches. If you've been in business for any amount of time, you've probably heard that quote at least a dozen times.I recently attended Podfest in Orlando Florida and I think I heard it at least 67 times! I walked around for 4 days with niche envy. I'd be talking to someone and ask about their podcast to which they'd reply with some super sexy niched down thing like: welders who love Jesus - or Nurses who got fired - or speed daters who only wear purple.And here I am with Human Design.Literally, the answer to everything.Today on Unjaded we're talking about using your Human Design to choose your niche.What You'll Learn:How can you use your Human Design to choose your niche?What you came here to communicate, who you're designed to work with, if you're designed to impact on an individual, group, or community level, and a ‘ho bunch' more stuff that's super helpful!How your Human Design ‘type' helps you niche.Your Incarnation Cross and what it tells you about the plotline of your life.Your Profile is the role you play in the ‘movie of your life', but what does that mean?I get emails every day from people who have booked a reading and the number one thing they want me to look at is “What am I here to do? I have this idea - can I make it happen?”If that's where you're at, we can get a whole lot of clarity in a Human Design reading. It's where it all begins and who knows where it will lead? You've been kicked around a bit by life by now, right? You have all of this life experience that you bring to the table along with your Human Design. Let's bring it all together for you in a reading so that you can choose your niche from a completely unjaded space.I'm ready when you are.You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingLet's Connect!Send Vickie a DM on Instagram with your Human Design questions → https://www.instagram.com/vickie.dickson/Check out Vickie's website and current offerings → http://www.vickiedickson.com

Forgive me on the sound ☺️My podcast manager is unexpectedly unavailable so I'm embracing the whole 'done is better than perfect' thing!How I Built My Business Back to 6 Figures Aligning With My Human DesignThe last time I built a comfortable 6 figure business, I burned my life to the ground doing it. I nearly tanked my decades long relationship, demolished my adrenal health, and created a fresh hormone hell that only the perimenopausal woman in burnout can comprehend.Today, we're going to talk about what I'm doing differently now and how I've built back to 6 figures while living a full life so that you can do it too.What You'll Learn:What is burnout?You can absolutely align with your energetic blueprint AKA your Human Design to build the business you were made for, living out your purpose every single day.How aligning with your Human Design is your path of least resistance to building your business to whatever level you decide to build it to.The nitty gritty of how to do this.Remember - there's a great free resource for you on the website. It's in the show notes. In it, I tell the story of someone with your Human Design type and how they leverage it to build a purposeful life. Because that's what we really want, right?To align with our purpose and do what we came here to do?When you're ready to step up and have the impact you're designed to have, it's time for your Human Design reading. We'll spend about 75 minutes together going through every aspect of your design so that you can step into the life, relationships, and business you were made for. It's your best chance at living a completely Unjaded life. You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Link to ebook → https://vickiedickson.com/energy-guideLink to blog post on profiles → https://vickiedickson.com/human-design-profiles-in-business/Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingLet's Connect!Send Vickie a DM on Instagram with your Human Design questions → https://www.instagram.com/vickie.dickson/Check out Vickie's website and current offerings → http://www.vickiedickson.com

Speaker: Mislav Matejka, CFA So far this year, US is ahead of International, Growth is outperforming Value, large caps are again beating small - Russell2000 is outright down on the year 3%, and China continued struggling. We believe that this, ultimately unhealthy, high concentration and narrow leadership is set to continue until something breaks. To buy Value, beta and International stocks, one needs to see a reflationary backdrop, in our view, but we could have the exact opposite. The risk is of a disappointment on both sides of the Goldilocks narrative. Fed cuts might still be overdiscounted, despite the recent hawkish repricing, and the chances are that inflation picks up again, supply side driven, rather than due to stronger activity, freight rates have nearly tripled. We believe our long duration call made in October will have legs in 2024, but have argued at the start of this year that yields will likely consolidate near term, and the USD could be bottoming out. Regionally, we have preferred US to International stocks since May of last year, and don't see that changing yet. We remain cautious on China, keep fading the bounces, and keep OW Japan – it remains our top regional pick. We are OW Growth vs Value, continuing our call from 2023, and reiterate our downgrade of Banks to UW in Q4 of last year, after three years of Banks beating the market. This podcast was recorded on 04 February 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4619832-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

How Your Human Design Affects Your HealthI remember the day everything in my life changed, like it was yesterday. I can still feel the feeling of my heart dropping into my belly as my dad who was 52 at the time, informed me that it would be my job to put him in a nursing home when the time came. And then he walked out the door.What You'll Learn:Some conversations change the course of your life, just like this one with my Dad did.What Human Design tells you about your own health.How to move your body, according to your own unique Human Design (and where to find this in your own chart).Hint 1: Sacral CentreHint 2: Root CentreHint 3: Emotional Solar Plexus CentreWe are not designed to sit for hours on end. Because you know how it goes. Before you know it, hours turn into days turn into weeks turn into years and all of a sudden you're looking back and wishing you could change it.Start today. Lean into your Human Design and use every tool at your disposal.You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingLet's Connect!Send Vickie a DM on Instagram with your Human Design questions → https://www.instagram.com/vickie.dickson/Check out Vickie's website and current offerings → http://www.vickiedickson.com

Join us for a dynamic conversation with entrepreneur Steff Sullivan as she shares her journey in building a successful brand. Explore the world of Human Design, understanding its essence, how to conduct a personalized reading, and the transformative benefits it offers. Whether you're an entrepreneur or seeking self-discovery, this podcast with Steff is your shortcut to aligning with your strengths and unlocking your full potential. Tune in for a blend of entrepreneurial wisdom and practical Human Design insights!-Generate your free chart: www.steffsullivan.co/generate-chartBook a virtual 1:1 chart reading session: www.steffsullivan.co/bookConnect with Steff on socials (TikTok, IG, FB, Pinterest) @steffsullivan.coHuman Design + Business Masteclass:  https://www.steffsullivan.co/workshops-on-demand?wix-vod-video-id=eefedc5fb2524df9bfc8389b74e0f4c3&wix-vod-comp-id=comp-l33g5w80FREE resources to further support you on your self-development journey: 'Your Internal Glow-Up Guide 'FREEBIE ! Access HERE Access the Confident Formula Masterclass HERE Enroll in 'Confident Mindset Accelerator' HERE IG: breanneburke www.breanneburke.com

AI will either build or kill your brand in 2024. It is absolutely the biggest driver towards authenticity in business. In this episode, we're talking about how to leverage the AI craze to drive your soul fit clients to you with ease.What You'll Learn:Between 2022 and 2027, AI generated revenue is predicted to jump from 81 to 407 BILLION dollars. What does that mean for YOUR business?Embrace your own authentic writing style, and voice, to stand out.Consider this - are you using AI to generate content, avoiding AI entirely, or strategically using AI?AI according to your own unique Human Design.People are not going to be drawn to your AI generated content like they will to thestuff that comes from the heart of who you are. And where do you find THAT content? It's in your Human Design, of course.There we find your purpose, your message, and your tone of voice. When you speak from this place, you can't help but show up authentically - and it will set you apart from the crowd - now more than ever.You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Episodes Mentioned:Episode 14: How to Use AI In Your Business Without It Stealing Your VoiceListen on iTunes → https://podcasts.apple.com/ph/podcast/the-unjaded-podcast-with-vickie-dickson/id1707840237?i=1000633112975Listen on Spotify → https://open.spotify.com/episode/2oliSCfKkj914hD1FjOVnj?si=e5be1fc9b58d42f5Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingLet's Connect!Send Vickie a DM on Instagram with your Human Design questions → https://www.instagram.com/vickie.dickson/Check out Vickie's website and current offerings → http://www.vickiedickson.com

What if your own unique Human Design was telling you to (temporarily) tap out? To pause? To rest? Would you listen?Join me on this week's episode of Unjaded as I unpack what the call to tap out looks like in my own Human Design, and how I am honouring that.What You'll Learn:Honouring your own Human Design when it is time to (temporarily) tap out.What that looks like in my own unique Human Design. Navigating your emotional wave, especially when you haven't had enough rest or TRUE self care.How having a defined Root Centre can send pulses through your energy levels.What your Human Design “Environment” makes you best suited for.There are so many opportunities to lean into Human Design to make your life easier. And we need to give ourselves more permission to be able to step away when things are not flowing to be able to stop and take a pause and go “Hmm, how can I get back into alignment so that I am on fire? So that I am lit up so that I have things to respond to? So that I accept the right invitations? So that I initiate the right things?” All of that stuff matters. Human Design is truly your best chance to stay #Unjaded.You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingLet's Connect!Send Vickie a DM on Instagram with your Human Design questions → https://www.instagram.com/vickie.dickson/Check out Vickie's website and current offerings → http://www.vickiedickson.com

Numerology Meets Human Design - Harness the Energy of 8I'm a hard core science meets woo kinda gal - and that shows up the verymost in my life at this time of year.Today, we're going to be talking about Numerology as it relates to the frequencyon the planet in 2024 and how you'll tap into your unique Human Design to takeadvantage of all this 8 cycle has to offer.Just a heads up - Cycle 8 is all about karma, power, money, and getting what youwant.If you're ready to see how to use that to your advantage, stick around for the fullepisode.What You'll Learn:How to calculate what numerology cycle the Universe is in.What a cycle 8 means for the Universe, and for you, this year.How to use numerology with your own unique Human Design.What to get super clear on in order to make aligned decisions this year.PLUS: Check out how to calculate what numerology cycle YOU are in this year (below).The thing is, no matter whether you align with your design or not, this cycle 8 will be apowerful year.The question is - Will you powerfully align with the things that are right for you or gothrough it willy nilly, hoping for the best.This year 8 is gonna toss us all around a bit - karma baby!Aligning with your HD is the very best way to stay Unjaded!Calculating Your Own Numerology Cyle:Birthday (only the month and day, do not use your birth year) plus 2024 = your personal number this year.i.e. August 10 becomes 8-10-2024 = 8 cycleHere's the calculation:8 (August) + 1 (Day) + 8 (Year) = 17 and then 1 + 7 = 8.You'll always bring it down to a single digit.So that person is in an 8 personal year with an 8 planetary cycle.They'd best be aligned with their Human Design!My fave Numerology Expert Is:Terry Ann Hare, Numerologist and Owner of Beauty Inside Wellness SpaWebsite: https://beautyinsidewellnessspa.com/services/healing-modalitiesYou Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingLet's Connect!Send Vickie a DM on Instagram with your Human Design questions → https://www.instagram.com/vickie.dickson/Check out Vickie's website and current offerings → http://www.vickiedickson.com

Speaker: Mislav Matejka, CFA, Head of Global Equity Strategy As of end October ‘23, the average stock in S&P500 was down on the year, with SPW at -5%. A lot has changed, courtesy of the November-December rally, and equity markets are now showing overbought conditions, with sentiment moving into complacent territory. This can be seen in high RSIs, elevated Bull-Bear, VIX near lows, tight credit spreads, as well as in the current S&P500 P/E at 20x. Importantly, while a year ago risky assets were fully pricing in a recession, and economists unanimously agreed with that, now the picture is quite different, recession probabilities are currently near the lows of the range, and most macro forecasts are hopeful. This might be too optimistic. Our key call was to go long duration, we advised last October to position for the rollover in bond yields, and while we see this call having legs in 2024, there is likely to be some payback given the sharpness of the move over the past 3 months. Yields could be consolidating near term, and have next leg lower only when activity dataflow shows more clear deterioration. Crucially, while market interpreted falling bond yields since Oct as solely a positive development, we do not think that this will sustain through the year. Lower yields could end up signaling weaker EPS delivery ahead, on softening pricing, sequential activity slowdown and profit margin compression. Bottom line, the risky assets have started to fully embrace the macro combination of central banks easing on lower inflation, but at the same time resilient growth and continued record profitability – this might end up contradictory. All this suggests a much less attractive risk-reward than what would at face value lower bond yields/central banks easing and up to now resilient growth suggest. Healthcare, Telcos, Energy and Utilities have started the year on a positive note, and we think this may continue. This podcast was recorded on 08 January 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4596811-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Smash 2024 Without Breaking Your LifeIn this episode, we're unpacking how to align with your highest good in the New Year so that you have capacity for a full life while you're building your business or career.What You'll Learn:How standing unapologetically in your unique Human Design will empower you in 2024.Use your gifts and live your own purpose.Encouragement to return to who you are and what you came here to do.Plus explore some journal prompts for 2024.Human Design is your best shot to honour yourself spiritually, emotionally and physically in 2024.You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingLet's Connect!Send Vickie a DM on Instagram with your Human Design questions → https://www.instagram.com/vickie.dickson/Check out Vickie's website and current offerings → http://www.vickiedickson.com

Unpacking the Lessons of 2023Without exception, each year brings its own lessons for us to play with. Only through reflection, do we see the golden thread that has weaved its way through our experiences to push us towards our growth. For me, 2023 has been about boundaries.In this episode I'm going to unpack a bit of how my Human Design and my conditioningled me to believe that I had boundaries when in fact, I had walls that I'd gladly collapsefor anyone who questioned them.What You'll Learn:Where I have been deeply conditioned and how that impacted me in 2023.How my undefined centres contribute to me trying to prove myself.The lesson that kept repeating for me.It showed up in my business life, my personal life, and many of my relationships.How my authority (I'm an emotional authority) processed and made decisions.What were your lessons in 2023? Did you learn them? And what do you want to call in for 2024?You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingLet's Connect!Send Vickie a DM on Instagram with your Human Design questions → https://www.instagram.com/vickie.dickson/Check out Vickie's website and current offerings → http://www.vickiedickson.com

2/4 Emotional Manifesting Generator (12 Days of Human Design - Day 12 - Vickie)Welcome to Day 11 of the 12 Days of Human Design series. Over the course of 12 days, we're looking at every member of my family so that you can see how Human Design is so much more than a label or a type. We are all, at the time of this recording anyway, Generator types. There are 8 Manifesting Generators and 3 Generators. We are completely different people and you really can't put us all into one category and say “There. That describes you perfectly.” Today it's a bit weird for me because I'm doing my own chart. So it's like I'm standing naked in front of you! EEEEK!What You'll Learn:I am a 2/4 Manifesting Generator.How learning my own Human Design was one of the most FREEING things that I have ever experienced.Although Manifesting Generators CAN initiate, it doesn't mean that we should. Instead, waiting to respond is where the power is for us.Darkness comes to light through me, through my intensity - and how that is the greatest place for conditioning within my own Chart.With a defined Emotional Solar Plexus, I am designed to be emotional and my emotions will come in waves.Gate 34 - the Gate of Power is a theme in my design but I learned to be small - to be invisible - because it's safer that way.How I am a ‘quad right', what that means and how RARE it is - only .05% of the population has this.I have split definition, which means that it can be really helpful to get around other people when processing information or trying to get something done, if you're any kind of split definition.My Human Design Chart: https://drive.google.com/file/d/1EFxF_uKEvAxrLxZmhzpMaoFMwDdYIs4n/view?usp=sharing When you're ready to dive deeply into the nuances of you, head on over to the website to book your reading. We'll spend about 75 minutes together going into the depths of your design, having a conversation about how each aspect plays out in your life - because that's what matters.You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingEpisodes MentionedEpisode 4 - The Mani-Gen Manifesto →Listen on iTunes: https://podcasts.apple.com/ph/podcast/the-unjaded-podcast-with-vickie-dickson/id1707840237?i=1000629042855Listen on Spotify: https://open.spotify.com/episode/5MdiWplqymcUcgniURBETC?si=a80fc83e2a4f45ecLet's Connect!Send Vickie a DM on Instagram with your Human Design questions → https://www.instagram.com/vickie.dickson/Check out Vickie's website and current offerings →...

1/3 Manifesting Generator - Empath (12 Days of Human Design - Day 11 - Pete)Welcome to Day 11 of the 12 Days of Human Design series. Over the course of 12 days, we're looking at every member of my family so that you can see how Human Design is so much more than a label or a type. We are all, at the time of this recording anyway, Generator types. There are 8 Manifesting Generators and 3 Generators. We are completely different people and you really can't put us all into one category and say “There. That describes you perfectly.” Pete is my husband, father to Andrea, Emily and Samuel and ‘Pop' to all four grandkids.What You'll Learn:Pete is a 1/3 Manifesting Generator.Being a 1/3 profile, it kind of drives me crazy! Listen in to learn why!What is profile in Human Design?Your profile is how you do what you do.It's the role you play in the movie of your life. It's a BIG DEAL - and people don't pay any attention to it, most of the time.How his Chart is filled with conundrums and how that plays out for him.For example: he has a design of someone who needs to carve his own path - to walk his own road. Yet he cares for his tribe, and he brings energy to the collective.Having Channel 28-38, the Channel of Struggle, is another conundrum as he can be this big teddy bear - and also stubborn and hard as nails when he wants to be.He also has Channel 50-27, the Channel of Preservation, which carries tribal energy. It's nurturing, it's poppa/momma bear energy. In fact, every single person in our family (except Matt) have all or part of this Channel! WHOA. There are 4 pieces to the “defense circuit” - and Pete has 3/4 of them! This means he can easily break down peoples defenses. He easily communicates with EVERYONE that he meets. It's fascinating.With an undefined Emotional Solar Plexus, like Andrea, Easton and Zoe - he is a natural empath. Listen in to hear how this makes our marriage interesting!His Incarnation Cross is the Cross of the Vessel of Love. It is all about loving life itself, appreciating people for who they are and living in the present. He embodies this energy each and every day.Pete's Human Design Chart: https://drive.google.com/file/d/1RKHMMl1Fv5_NGIM33aMODbykucVMwf5c/view?usp=sharing When you're ready to dive deeply into the nuances of you, head on over to the website to book your reading. We'll spend about 75 minutes together going into the depths of your design, having a conversation about how each aspect plays out in your life - because that's what matters.You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingEpisodes MentionedEpisode 4 - The Mani-Gen Manifesto →Listen on iTunes:

6/2 Manifesting Generator 34/20 - Defined Will (12 Days of Human Design - Day 9 - Matt)Welcome to Day 9 of the 12 Days of Human Design series. Over the course of 12 days, we're looking at every member of my family so that you can see how Human Design is so much more than a label or a type. We are all, at the time of this recording anyway, Generator types. There are 8 Manifesting Generators and 3 Generators. We are completely different people and you really can't put us all into one category and say “There. That describes you perfectly.” Matt is Andrea's husband and Easton's father. He is 35 at the time of this recording and that is important to his design.What You'll Learn:Matt is a 6/2 Manifesting Generator.As a Manifesting Generator with the 34-20 Channel, he will be busier than even the busiest of Manifesting Generators. It's how he is designed.He has mostly Integration and Individual circuitry. Which means that he is all about going his own way and living his life on his own terms.With a defined Will (or Ego) Centre, he joins just 1/8th of the population that has this. People with a defined Will are to be certain of themselves. Spoiler alert - I see this mostly true in men, as our society tends to condition women away from this.How having a defined Emotional Solar Plexus becomes his decision making authority - and what that means.He has 2 emotional waves.Channel 12-22 is the energy of not doing anything you don't want to do because your mood sets the tone for the room.His other wave is a tribal wave. It has moments of rage. Now I've not seen this in him much - I think once I saw it - and it's when his tribe is threatened. He has the energies of the background frequency we're in now on the planet on the unconscious side and the frequency that we're stepping into on the conscious side.Matt has A LOT of experiential energy in his design. He's not someone who's going to be told what to do and how to do it. He is absolutely someone who learns through experience. It's the only way. With both the Head and Root undefined, his design is highly pressurized.As a 6th line profile, he will go through 3 stages in life.0-30 is their 3rd line phase. They do all of the things that 3rd line profiles do - they experience life fully. They go fast and break things.30-50 is when they integrate their life lessons. This is the phase he's in now.50+ is when they step into their role model energy. Matt's Human Design Chart: https://drive.google.com/file/d/1vp8-leIpc88wWA73fulV23DCiO5Cdo7x/view?usp=sharing When you're ready to dive deeply into the nuances of you, head on over to the website to book your reading. We'll spend about 75 minutes together going into the depths of your design, having a conversation about how each aspect plays out in your life - because that's what matters.You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingEpisodes...

4/6 Generator - Empath (12 Days of Human Design - Day 8 - Easton)Welcome to Day 8 of the 12 Days of Human Design series. Over the course of 12 days, we're looking at every member of my family so that you can see how Human Design is so much more than a label or a type. We are all, at the time of this recording anyway, Generator types. There are 8 Manifesting Generators and 3 Generators. We are completely different people and you really can't put us all into one category and say “There. That describes you perfectly.” Easton is my grandson, son of Andrea and Matt and just 13 days old at the time of this recording!What You'll Learn:Easton is a 4/6 Generator.He has an undefined Emotional Solar Plexus, just like his mom, making him an empath. (Such powerful insight to have this early in his life).As a Generator he has a Sacral sound of ‘uh uh' or ‘unh unh'. In order to not condition him away from this, it will be important to ask him yes or no questions. Not multiple choice. Not this or that. Just yes or no.How he has what is referred to as “the design of the thinker” with having a defined Head and defined Ajna. (Fun fact: in our family, only him and Brooks have this).Having the Channel 64-47 is all about understanding what's going to happen on the path, based on what has already happened.He has the “genius to freak” Channel and people with this Channel have a really unique way of thinking. They have this insight that can be hard to grasp, but they just know. It's their genius.There's a conundrum in his Chart. He has a lot of right facing variables (which require variety, flow and less structure) AND he has a defined Head and Ajna (which want structure and framework). It will be interesting to see what style of learning he emerges with, as either would compliment him.Having an undefined Spleen Centre, he may tend towards holding onto things for longer than he should - this could be people, places, or things.People with undefined Spleen Centres also have sensitive immune systems. When I say sensitive, please don't hear weak. Sensitive means that often holistic medicines work really quickly for them because they notice when something is off in their body before it takes hold.How he has one of the most beautiful Channels in Human Design, Channel 2-14 - The Keeper of the Keys (just like his Uncle Sam).Easton's Human Design Chart: https://drive.google.com/file/d/14fw0PcNHAD3SVH56l55n5I6M6sChVt1B/view?usp=sharing There are a bazillion things I could speak to in each and every chart we're looking at over these 12 days. Human Design is filled with so many layers. It's one of those things that the deeper you go, the deeper you want to go - and I hope I'm not making your head spin with this series!When you're ready to dive deeply into the nuances of you, head on over to the website to book your reading. We'll spend about 75 minutes together going into the depths of your design, having a conversation about how each aspect plays out in your life - because that's what matters.You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading →

3/5 Emotional Manifesting Generator 34/20 (12 Days of Human Design - Day 6 - Sawyer)Welcome to Day 6 of the 12 Days of Human Design series. Over the course of 12 days, we're looking at every member of my family so that you can see how Human Design is so much more than a label or a type. We are all, at the time of this recording anyway, Generator types. There are 8 Manifesting Generators and 3 Generators. We are completely different people and you really can't put us all into one category and say “There. That describes you perfectly.” Sawyer is my first grandchild and she is magical. I've never met anyone quite like her. I'll try to do her justice here.What You'll Learn:Sawyer is a 3/5 Emotional Manifesting Generator.She has 7 Channels defined - and 6 of them are ‘Individual' or ‘Integration' Channels. This greatly impacts how she is here to go her own way.As a 3/5 profile, she is an experiential learner and a visionary leader. She is primed to learn from her own experience and share those lessons for the betterment of all.70% of who you are goes through your conscious Sun. Sawyer's is in Gate 51, the Gate of Shock and Initiation.She has Channel 34/20 which is about carving a path for herself, Channel 34/10 which is about following her own convictions and Channel 57/20 which is about being acutely in tune with her truth. WHOA.How the world likes to condition little girls to ‘be nice' and ‘be gentle' - but having Gate 39, the Gate of Provocation, and Gate 51, the Gate of Shock and Initiation will have her pushing back against this conditioning.How much of her Human Design requires her to be in ACTION and embracing movement. She is not a ‘sitting' kind of child.Her defined Spleen will speak quickly in the moment and never again, her defined Sacral will respond in the moment to yes/no questions and her defined Emotional Solar Plexus will never experience clarity in the now.Of the 9 Gates of the Root Centre, she has 7 defined. She's a force with the energy for sensitivity, passion, joy, ambition, innovation, getting things started, and stillness.Sawyer's Human Design Chart: https://drive.google.com/file/d/1u07CmGMuPBDV4ZCgf_sAkeQvK-CBREBG/view?usp=sharing I hope you're seeing as we go through this series how nuanced your Human Design is.It's not about labeling yourself by type so that you behave, or have an excuse to behave, in a certain way. When you're ready to dive deeply into the nuances of you, head on over to the website to book your reading. We'll spend about 75 minutes together going into the depths of your design, having a conversation about how each aspect plays out in your life - because that's what matters.You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingEpisodes MentionedEpisode 4 - The Mani-Gen Manifesto →Listen on iTunes:

4/6 Manifesting Generator 34/20 - Empath (12 Days of Human Design - Day 4 - Nick)Welcome to Day 4 of the 12 Days of Human Design series. Over the course of 12 days, we're looking at every member of my family so that you can see how Human Design is so much more than a label or a type. We are all, at the time of this recording anyway, Generator types. There are 8 Manifesting Generators and 3 Generators. We are completely different people and you really can't put us all into one category and say “There. That describes you perfectly.” Something interesting about Nick is that he is a twin and his brother has the exact same Chart as him - but they live and express their lives very differently!What You'll Learn:Nick is a 4/6 Manifesting Generator.He checks some of the ‘typical' boxes when you think of a Manifesting Generator - he has loads of energy, he needs lots of physical activity and he is always busy doing a hundred different things.As a Manifesting Generator with the 34-20 Channel, he will be busier than even the busiest of Manifesting Generators. It's how he is designed.Something that can happen to Manifesting Generators, especially those with this Channel, is that they get labeled in school as someone who can't learn like ‘the others'. Which is crazy because Nick has a mind like a steel trap - but he needs to be in action and moving, which isn't how the school system is set up.In fact, much of his Human Design is about a need for physical activity.He has Channel 32/54 defined from his Root to his Spleen Centre. This is the Channel of Endurance and Ambition. It gives him drive - and a deep fear of failure.Gate 54 is a ‘Theme' in his Human Design because it appears FOUR times in his Chart. This Gate is the Gat of Ambition and Drive and it will drive him to create prosperity at all costs.He turned 30 this year which means he has just come through his first Saturn return. (The planet Saturn returns to the place it was in at birth at around 29, 58, and 84 years of age.) Saturn is the great challenger. It's the barbed wire of your life - the thing you'll keep bumping up against. So it comes around for you with a challenge - and if you don't get it at 29, it'll come back harder at 58 so get it early ok?Nick's Human Design Chart: https://drive.google.com/file/d/1oMr547LhkYXJmwh9cTjlwC4Tzrc6jeH3/view?usp=sharing When you're ready to dive deeply into the nuances of you, head on over to the website to book your reading. We'll spend about 75 minutes together going into the depths of your design, having a conversation about how each aspect plays out in your life - because that's what matters.You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingEpisodes MentionedEpisode 4 - The Mani-Gen Manifesto →Listen on iTunes:

2/4 Emotional Generator - Undefined Throat (12 Days of Human Design - Day 3 - Emily)Welcome to Day 3 of the 12 Days of Human Design series. Over the course of 12 days, we're looking at every member of my family so that you can see how Human Design is so much more than a label or a type. We are all, at the time of this recording anyway, Generator types. There are 8 Manifesting Generators and 3 Generators. We are completely different people and you really can't put us all into one category and say “There. That describes you perfectly.” It is widely accepted that Generators had loads of energy and are busy ALL OF THE TIME. My daughter Emily is a Generator and will put a twist on that way of thinking for you!What You'll Learn:Emily is a 2/4 Emotional Generator with an undefined Throat Centre.She puts a spin on what the world typically thinks of Generator types.There are only 3 Centres defined in her entire Chart and they are all ‘motors' - the Root, Sacral, and Emotional Solar Plexus.Gate 46 is the Gate of Serendipity - and she actually named her yoga studio this!It's all succeeding where others fail ANDit's also a love of the body. Oftentimes bodyworkers will have this Gate defined and Em is no exception as a yoga teacher. Gate 7 is the Gate of Leadership but it's sneaky. It's a leader who doesn't even really know they're leading. People just follow them. Emily's format energy is the Channel of Concentration. It's focused stillness.How being a 2nd line profile (she's a 2/4) shows up for her as the Hermit and as someone who has a natural genius, that 2nd lines never actually SEE in themselves - but everyone else does and they call it out!Emily's Human Design Chart: https://drive.google.com/file/d/1BMOGtEgAhSBtFLeEDK9nQKiTQ9DYIFur/view?usp=sharing When you're ready to dive deeply into the nuances of you, head on over to the website to book your reading. We'll spend about 75 minutes together going into the depths of your design, having a conversation about how each aspect plays out in your life - because that's what matters.You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingEpisodes MentionedEpisode 3 - The Magnetic Generator: Attracting Synchronicities →Listen on iTunes: https://podcasts.apple.com/ph/podcast/the-unjaded-podcast-with-vickie-dickson/id1707840237?i=1000629042856Listen on Spotify: https://open.spotify.com/episode/0YXLGj4sQ9lqvWUrDHjEv7?si=ecde258521654812Let's Connect!Send Vickie a DM on Instagram with your Human Design questions →

Welcome to Day 2 of the 12 Days of Human Design series. Over the course of 12 days, we're looking at every member of my family so that you can see how Human Design is so much more than a label or a type. We are all, at the time of this recording anyway, Generator types. There are 8 Manifesting Generators and 3 Generators. We are completely different people and you really can't put us all into one category and say “There. That describes you perfectly.” Listen in to see the nuances in Zoe's chart. She is my son Samuel's fiance and just turned 24.What You'll Learn:Zoe is a 5/1 Sacral Generator.How having an undefined Emotional Solar Plexus makes her an empath, and how that is a big difference between her and Samuel.How Gate 19, the Gate of the Sensitive Soul, is a theme in her life (a ‘theme' because this Gate appears multiple times in her chart) and how this may show up for her.How her second theme is Gate 13, the Gate of the Listener. People will naturally gravitate towards Zoe and easily confide in her. Combine this with being an empath and we have someone who cares, and listens, deeply.With a Human Design profile of 5/1 she is a heretic, aka. the karmic mirror, and an investigator.As a nurse, how her Human Design compliments this career choice and allows her to shine.Zoe's Human Design Chart: https://drive.google.com/file/d/1-ssduWW_HnVg-QCgPN1FH8PUS2JuVlFZ/view?usp=sharing What I really hope you're seeing in these little snapshots of my family is the nuances. I hope that you can appreciate how it's never about a label, or one part of someone's design. It's always about the whole - because you are a whole person with many things that make you, you.Zoe is way more than a Generator who has work force and life force energy and gets frustrated (which is how a Generator would be described without considering their nuances). To stop there would be to do her a disservice. Because she's so much more than that. When you're ready to dive deeply into the nuances of you, head on over to the website to book your reading. We'll spend about 75 minutes together going into the depths of your design, having a conversation about how each aspect plays out in your life - because that's what matters.You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingEpisodes MentionedEpisode 3 - The Magnetic Generator: Attracting Synchronicities →Listen on iTunes: https://podcasts.apple.com/ph/podcast/the-unjaded-podcast-with-vickie-dickson/id1707840237?i=1000629042856Listen on Spotify: https://open.spotify.com/episode/0YXLGj4sQ9lqvWUrDHjEv7?si=ecde258521654812Episode 12 - Your Key to Creativity, Self-Care and Aligned Decision Making...

Meet Samuel. A 3/5 Emotional Manifesting Generator with a Defined Will He's deeply emotional and built for business. Listen in to understand where this is found in his Human Design.Over the course of 12 episodes, we're looking at the Human Design chart of every member of my family so that you can see how Human Design is so much more than a label or a type. We are Generator types. There are 8 Manifesting Generators and 3 Generators. We are completely different people and you really can't put us all into one category and say “There. That describes you perfectly.” Listen in to see the nuances in Samuel's chart. He's the baby of the family at 28.What You'll Learn:Samuel is a 3/5 Emotional Manifesting Generator, which means that he is deeply emotional AND that his emotions come in waves.How having a defined Emotional Solar Plexus becomes his decision making authority - and what that means.How Gate 22, the Gate of Grace, shows up in his life.His 2 emotional waves come from Channel 37-40 (a tribal wave) and Channel 35-36 (a collective wave).The Channel of 35-36 is the Channel of Evil Kneival energy. But what does that actually mean?Sam has Gate 32 defined, the Gate of Endurance. How having one of the most beautiful Channels in Human Design, Channel 2-14 - The Keeper of the Keys, has shown up throughout his life.With a Human Design profile of 3/5 he is an experiential learner and a heretic, aka. the karmic mirror.Sam's Human Design Chart: https://drive.google.com/file/d/1q1I0QxBuZG37h9sSnt30dEx6tLnZMqv6/view?usp=sharing In every Human Design there are so many gifts. This isn't even the tip of the iceberg with Samuel but it gives you a bit of insight into how all of the pieces of your design play together. You really can't stop at just your Human Design type because it's a much bigger picture. When you're ready to dive deeply into the nuances of you, head on over to the website to book your reading. We'll spend about 75 minutes together going into the depths of your design, having a conversation about how each aspect plays out in your life - because that's what matters.You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingEpisodes MentionedEpisode 4 - The Mani-Gen Manifesto →Listen on iTunes: https://podcasts.apple.com/ph/podcast/the-unjaded-podcast-with-vickie-dickson/id1707840237?i=1000629042855Listen on Spotify: https://open.spotify.com/episode/5MdiWplqymcUcgniURBETC?si=a80fc83e2a4f45ecLet's Connect!Send Vickie a DM on...

Welcome to the very first Unjaded mini-series!!! There is so much more to the picture than ‘just' your Human Design type. Take my own family, for example. We are the perfect example of how 12 people, with similar profile types, are SO VERY DIFFERENT - all because of the nuances. I'm serious, if you put all 12 of us in a room, anyone that knows us even slightly would NEVER assume we are the same. Spoiler alert - thanks to our NUANCES, we aren't!What You'll Learn:You are more than your Human Design type.How conditioning shows up in our lives and how it impacts us.Human Design is all about the NUANCES.Consider this your invitation to follow along December 13 to 24. Have your own chart handy so you can see which of the nuances are part of your own chart, too.You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingLet's Connect!Send Vickie a DM on Instagram with your Human Design questions → https://www.instagram.com/vickie.dickson/Check out Vickie's website and current offerings → http://www.vickiedickson.com

Navigating the Holidays, Human Design StyleIf you aren't exactly thrilled with the possibility of your Holiday season matching the Griswald celebration, this episode of Unjaded is for you.The holiday season is beautiful and it's ugly. We set ourselves up with these fancy expectations, running ourselves ragged for the perfect gifts, everyone's favourite foods, and a wrap up of business activities that would make Richard Branson proud.I mean you've got BF - Cyber Monday - and all of the last minute sales strategies to close out the year strong. By the time Christmas actually arrives, we're fed up, worn out, and over it already.Today we're going to talk about a couple of areas of your Human Design and how leaning into your strengths could make the holiday season easier - dare I say, even enjoyable???What You'll Learn:How your unique Human Design will support you with boundaries and expectations, emotional energy, stress and overwhelm.Looking to the Emotional Solar Plexus (or ‘ESP') and Root Centres to help you navigate the holiday season.For the ESP Centre: identifying whether this is defined or undefined for you.Those that are undefined are highly empathetic and navigating the holidays will involve soaking up and amplifying the emotions of others. How to allow the emotions of others to flow through you and identify what is yours - and what is not.Those that are defined are designed to be emotional. Chances are, you've been conditioned not to be. Breaking through this conditioning, allowing yourself to feel the feelings and knowing that they will come in waves.For the Root Centre: identifying whether this is defined or undefined for you.Those that are undefined will feel a lot of pressure, especially during the holidays. How to ground yourself to avoid the overwhelm and give yourself space.Those that are defined have a more consistent way to manage stress (even if not currently USING it). Physical movement is very important to your design. So I know this is a lot. And it can seem like a fantasy to actually honour your design - especially over the holidays. A coach once told me that living your design is not always convenient but it's always correct. She was right.I do hope that you're able to honour at least one thing in this episode as the holidaysapproach. Where can you cut yourself some slack, according to how you're designed tolive? Do that, ok?You Can Find All Active Links Here:Check it out → https://vickiedickson.com/unjaded-links/Links Mentioned in the Episode:Download your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingLet's Connect!Send Vickie a DM on Instagram with your Human Design questions → https://www.instagram.com/vickie.dickson/Check out Vickie's website and current offerings → http://www.vickiedickson.com

Speaker: Mislav Matejka, CFA, Head of Global Equity Strategy We look at 3 key drivers for next year: first, falling bond yields. We called in October to position for a long duration trade, on the back of likely finished Fed, continued deceleration in inflation, activity softening, and post a big bond selloff. As the move lower in bond yields gains traction, it is initially seen as a positive for equities, but that supportive effect might not hold for too long. Second, sequential activity slowdown vs this year. Our economists are projecting 2024 real GDP growth in almost all key regions at a slower run rate than what transpired this year. Importantly, for 3 quarters in a row next year US real GDP growth is forecast to be between 0-1%. This stall speed is not leaving any margin for error, and it is consistent with underwhelming earnings delivery. While recession is not our base case, it doesn't take much to tip the activity into contraction at such a low starting point. Crucially, unlike a year ago, when almost all economists and the market pricing had recession as a base case, both are in a soft landing camp now - perhaps one should be contrarian yet again. Third, while consensus is looking for earnings pickup in 2024, weaker pricing might lead to disappointments. At sector level, we look for bond proxies such as Real Estate and Utilities to outperform, and have recently cut European Banks to UW. We also find consumer and corporate cyclicals stretched, post a strong run, and have cut a number to UW. Regionally, we continue to find Japan as attractive. Lastly, despite typically favourable seasonals in December/January, current technicals look far from attractive, with SPX RSI in outright overbought territory. This podcast was recorded on 03 December 2023. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4575554-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Your Human Design Type Isn't the Whole StoryThe longer I'm in the world of Human Design, the more I know that the beauty is in the nuances. So many times people come to me and say things like;“But I'm a Projector and I get lots done. I'm not tired all the time.”“I'm a Manifesting Generator but I'm very focused and strategic.”“I'm shocked that I'm a Generator. I relate so much more to the Projector type.”Here's the thing. There's a lot of moving parts in your Human Design. To stop at your type is just another form of labeling, in my humble opinion. Let's dive deeper, shall we?What You'll Learn:Walking through 3 different examples, we will cover:How nuances show up in your Human Design, that tell you SO MUCH MORE about how you're designed to show up than ‘just' your type does.Looking to your defined and undefined centres for more.Considering your profile lines.How energy and rest play into how you're designed to show up - and what happens when that isn't being honoured.What conditioning is and how it impacts you.Please don't use your Human Design type as another way to conditionyourself to be like everyone else. Let's use it to free you from that homogenizationInstead.The gold is in the nuances. It's in how your design pieces all play together to make you the one time cosmic event that you are. Human Design invites you back to yourself. If you're ready to get to know the person you came here to be, book that reading now.

The Design of a Writer - Stephen King's VoiceStephen King is the ultimate content creation machine. To date, he has written over 65 novels and 200 short stories. The man is a legend.I don't know about you but when I go to a bookstore and see an entire shelf dedicated to an author, I drool. I thought it would be fun to go over Stephen King's Human Design and how he uses it to do his life's work - whether he's aware that he's using it or not.Now - let me just say that it's about more than his design, ok?What You'll Learn:Stephen King is a 6/2 profile and how this influences the tone that he speaks in. Particularly, how being each a role model and a hermit has served his creative career.How having a defined Throat Centre, with 9 of the 11 gates defined (WOWZA) impacts his communication, manifestation and action.People with Gate 57 in their design have a unique gift; and not only does he have Gate 57 - his is his mercury! WOWZA again!There are 4 other energy centres that reach his Throat Centre. Another WOWZA. This drives a lot of how he shows up as a writer. We unpack so much here!With having a completely open Head Centre and Root Centre, he is inspired by everything around him.How this relates to YOU and your own creative process.You don't need Stephen King's lit up Throat Centre or his genius to freak channel to write.You just need to know what YOUR superpower for communicating is.You need to know the tone that you're designed to speak in.You need to know exactly what you're here to communicate and to whom you're here to communicate it to. Who are your people that need to hear from you?Catch my FREE workshop happening TODAY, November 20th, where we will look at why your Human Design holds the keys to your message and how to use it to never struggle writing content again. Bring a piece of content to the workshop that you'd love to re-work and we'll do it together. *Workshop is linked below.

3 Human Design Hacks for Content CreationThe online world is full of experts trying to tell you how to find and speak your message clearly. The thing is, there's no one way to do this because your message is so personalized to YOU. As far as Human Design goes, we can't just offer blanket statements that say things like “You're a Generator so you create content like this.” Or “You're a Projector so you create content like this.”Yes, there are things that you'll do by type but your Human Design, like your message, is about the nuances. In this episode of Unjaded, I take you through 3 places to look within your design for your message so that you can easily create content that converts.Listeners are invited to download a FREE copy of your Human Design chart on host Vickie Dickson's website to follow along.What You'll Learn:How the ‘6 profile lines' in Human Design are all about the role that you play in the movie that is your life. This influences how you speak and what you are here to speak.What ‘gate' your conscious Mercury is in, and what that tells you about what you are here to communicate.Whether you have a defined or undefined Throat Centre, and how that impacts the way that you show up to speak.How the centres that reach, or try to reach, your Throat Centre will influence you.When you pair creating content with your Human Design, content will FLOW out of you - promise. It's how you are designed to show up and communicate after all. Don't forget about my FREE workshop happening on November 20th where we will look at why your Human Design holds the keys to your message and how to use it to never struggle writing content again. Bring a piece of content to the workshop that you'd love to re-work and we'll do it together. *Workshop is linked below. Links Mentioned in the Episode:Join my FREE workshop on November 20 → https://vickiedickson.com/workshopDownload your Human Design Chart for free → https://vickiedickson.com/free-hd-chartBook a Personal Human Design reading → https://vickiedickson.com/personal-readingLet's Connect!Send Vickie a DM on Instagram with your Human Design questions → https://www.instagram.com/vickie.dickson/Check out Vickie's website and current offerings → http://www.vickiedickson.com

We reiterate our call from October that bond yields are likely in the process of peaking during Q4, and that one should go long duration. As this view gets confirmation, it is in the short term interpreted by investors as a knee-jerk positive for equities, especially after some derisking that took place in the past months. Having said that, we believe that equities will soon revert back to an unattractive risk-reward into year end. This is especially if 2024 earnings projections start to reset lower. We think that pricing power is waning, profit margins are at risk and the slowdown in topline growth is set to continue. Money supply in the US and Europe keeps contracting. Labour markets are lagging indicators, and could weaken abruptly – continued ytd strength doesn't mean anything for the next 6-12 months. Within this, we have recently advised to tactically close the shorts on China, given fresh stimulus and an already weak ytd performance – this was behind our call to close the shorts on Miners. If bond yields are rolling over, as we suspect, Defensives will get a tailwind, such as Utilities and Staples. We also reiterate our upgrade of Real Estate, done in September, after 2 years of an UW stance. Finally, we have last week cut European Banks to UW. They had a very strong run again ytd, and will likely have a headwind if yields start moving lower.   This podcast was recorded on 05 November 2023. This communication is provided for information purposes only. Institutional clients can view the related report at http://www.jpmm.com/research/content/GPS-4553659-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.

Erleben wir derzeit das Aufkommen eines neuen wirtschaftlichen Paradigmas oder erlaubt sich der Neoliberalismus lediglich ein Update? Darüber diskutieren Ökonomen seit Monaten. Fakt ist: Die Industriepolitik und der Protektionismus sind zurückgekehrt, besonders deutlich ist dies in den USA zu beobachten. Aber wie sind die Bidenomics zu charakterisieren? Der große grüne Staat ist definitiv nicht in Sicht, auch kann von Klassenkampf nicht die Rede sein – was tobt, ist ein Kulturkampf. Möglicherweise ist die Wirtschafts- und Sozialpolitik der Ampelkoalition der beste Ausdruck der allgemeinen Konfusion. Mehr dazu von Ole Nymoen und Wolfgang M. Schmitt in „Wohlstand für Alle“. Literatur: Grey Anderson: Strategies of Denial. New Left Review: https://newleftreview.org/sidecar/posts/strategies-of-denial Dylan Riley und Robert Brenner: „Seven Theses on American Politics“, https://newleftreview.org/issues/ii138/articles/dylan-riley-robert-brenner-seven-theses-on-american-politics Lola Seaton fasst die Debatte um die Bidenomics zusammen: https://newleftreview.org/issues/ii142/articles/lola-seaton-reflections-on-political-capitalism Adam Tooze in seinem Chartbook über die Bidenomics: https://adamtooze.com/2023/06/17/chartbook-221-the-ira-the-fed-debate-bringing-hegemony-back-in/ Habeck verkündet das Ende der Globalisierung: https://www.nzz.ch/wirtschaft/robert-habeck-stimmt-deutschland-auf-ein-neues-wirtschaftsmodell-ein-ld.1756854 FT-Kommentar zu von der Leyens Schlag gegen chinesische E-Autos: https://www.ft.com/content/69f41881-8b9d-4ffb-b160-cca6ea2fd813 WERBUNG: Zum Jacobin-Magazin geht es hier entlang: https://shop.jacobin.de/deal/wohlstand-fuer-alle/abonnieren Ihr könnt uns unterstützen - herzlichen Dank! Patreon: https://www.patreon.com/oleundwolfgang Steady: https://steadyhq.com/de/oleundwolfgang/about Paypal: https://www.paypal.me/oleundwolfgang Konto: Wolfgang M. Schmitt, Ole Nymoen Betreff: Wohlstand fuer Alle IBAN: DE67 5745 0120 0130 7996 12 BIC: MALADE51NWD Social Media: Instagram: Unser gemeinsamer Kanal: https://www.instagram.com/oleundwolfgang/ Ole: https://www.instagram.com/ole.nymoen/ Wolfgang: https://www.instagram.com/wolfgangmschmitt/ TikTok: https://www.tiktok.com/@oleundwolfgang Twitter: Unser gemeinsamer Kanal: https://twitter.com/OleUndWolfgang Ole: twitter.com/nymoen_ole Wolfgang: twitter.com/SchmittJunior Die gesamte WfA-Literaturliste: https://wohlstand-fuer-alle.netlify.app

Speaker: Mislav Matejka CFA, Head of Global Equity Strategy Despite some recent weakness, where SPX RSI turned technically oversold, we believe that the equity risk-reward remains challenging. Divergences between softer activity momentum and the elevated equity prices, as well as market internals, that opened up in the summer, are starting to close, but there is more to go. The PMI rebound that many were hoping for, the call that the weakness in manufacturing will end and join the more resilient services, remains elusive. In addition, real rates upmove is pressuring multiples, and this is even taking out Tech. Finally, Brent and USD rally should be seen as concerning for stocks. Most of Brent upmove is supply driven, and could lead to weaker final demand. Corporates might struggle to pass on rising input costs this time, in contrast to '21-'22. Historically, strengthening USD was almost always met with risk-off in equities. We do not think that bond yields will be able to keep moving up for too much longer, and will likely ultimately fall, and that is precisely because of the “higher for longer” narrative by the Fed. Q4 could end up a very good time to lock in the long duration trade for the next 12 months. SX5E had gone nowhere for half a year now, and has lagged the US since May, coincident with our downgrade to UW – stay short. Even as we remain bearish on China over the medium term, a lot has happened, MSCI China is down 20% since January, and one should not be tactically pressing the shorts into year end, in our view. We reiterate recent call to close the shorts on Miners, and we stay OW Energy.   This podcast was recorded on 01 October 2023. This communication is provided for information purposes only. Institutional clients can view the related report at http://www.jpmm.com/research/content/GPS-4524004-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.

On today's episode of Coffee Conversations, Adele is join by guest Steff Sullivan, BScN, RN, CPT, CPPC.  Steff Sullivan (she/her), founder of Steff Sullivan Collective, blends her experience as a women's health nurse, various movement certifications and her own spiritual curiosity into a deep rooted passion for self-care and mental wellbeing. She is trained in Human Design, and uses it to support humans in understanding their unique energy blueprint and how to care for themselves in a holistic and sustainable way. Through her brand, Steff offers intuitive movement classes, self-care workshops, one-on-one services and wellness retreats - both virtually and locally on Prince Edward Island. She strongly values community and enjoys creating experiences that bring humans together to share, support & connect with others.Listeners can generate their free human design chart directly on Steff's website here: https://www.steffsullivan.co/generate-chartBook a chart reading session with Steff here: https://www.steffsullivan.co/bookConnect with Steff on socials @steffsullivan.co Steff and Adele talk about: The idea of burnout and both Steff and Adele's experience with this. Why knowing how they operate best, helped them navigate burnout and give themselves permission. Steff dives into Human Design and why this is another tool in your toolbox to help you thrive and understand yourself at a deeper level. Why even the foundational pieces of Human Design are life changing. Human design shows us where we're prone to feeling lack, how we can heal that to focus on what's within us, and what our energy is that we are here to put out. Steff and Adele also share a challenge of having you start with looking up your Human Design and chart. Follow Adele on Instagram Welcome to Coffee Conversations with Adele Tevlin. The purpose of this podcast is for you to deeply connect with me and the people in my life that I care deeply about. For you to get to know something about me that you don't already know, and for you to gain a new perspective. Every podcast guest will push the boundaries and bring in a new perspective, which allows you to tap into a new point of view.

Speaker - Mislav Matejka, CFA, Head of Global Equity Strategy Divergences keep opening up between the resilient equity markets and softening dataflow. Manufacturing PMI recovery, that was the consensus call for months now, remains elusive, and there are signs of services weakening, as well. There is no regional convergence coming through, with Europe disappointing further, and China staying mixed. SX5E had gone nowhere for half a year now, and has lagged the US since May, coincident with our downgrade to UW, but the relative performance of SX5E vs bonds has opened up a big gap with IFO, worth 20%+. How will it close? Also, even as Cyclicals finally stalled somewhat in August, the gap with PMIs remains significant. In a sense, bad is so far still seen as good, but this could change if labour market and consumer dataflow starts disappointing. Bond yields look set to move lower in that scenario, which will keep supporting our OW Growth vs Value call that we had on this year, at least in relative terms, but the bond proxy sectors should be logically getting a bid, too. Cyclicals stalled in August, keep fading them, in particular Industrials and Autos. This podcast was recorded on 03 September 2023. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4502246-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.

Speaker - Mislav Matejka, CFA, Head of Global Equity Strategy The market is increasingly confident that the weak parts of the economy are set to improve, and that the good parts will stay resilient. In a sense, bad is seen as good: “China dataflow is so weak that there must be stimulus, manufacturing PMIs are so weak that they are bound to rebound”. This is producing an interesting divergence in the performance of Cyclicals vs Defensive stocks and the activity dataflow. Compared to a year ago, Cyclicals are up vs Defensives by 20% in Europe and in the US, but manufacturing PMIs and ISM are in contraction territory. Which one will end up right? There was another period when the divergence like this opened up – in 2007, with Cyclicals rallying despite manufacturing activity weakness, and Fed was then also at 5.25%, with the belief that they needed to do more, the same as now. Fundamentally, we think that bond yields will move back down, pricing power is waning, PMIs could indeed converge, but with services coming down towards manufacturing in 2H, as M1 suggests, rather than the other way around, and the hopes of a swift and meaningful China stimulus could remain just that, hopes. The market needs to resolve a basic disconnect: how will the Fed pivot if there is no pain? Bull-Bear has moved into positive territory, Vix is near record low and positioning has increased, there is no more safety net, FOMO is in full swing. Keep UW Eurozone in regional allocation, stay cautious on China, Japan remains our regional OW for this year. Preference for Growth over Value should remain a winning strategy in 2H. This podcast was recorded on 02 July 2023. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4450902-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.  

Speaker: Mislav Matejka, CFA, Head of Global Equity Strategy The real “pain trade” in the market is clearly the breakout driven by Cyclical Value stocks, exactly like what took place on Friday. As a result, MXWO finally closed above the Q1 high. This could have legs if real yields are up for the right reasons, if China stimulates big, or if manufacturing PMIs inflect higher. The narrative behind the Friday move fits some of the above, but we do not see it getting a confirmation. We think yields will move back down, pricing power is waning, labour market signals are more mixed beneath the surface, with WARNs moving up, any China stimulus is unlikely to be meaningful, PMIs could indeed converge, but with services coming down towards manufacturing in 2H, as M1 suggests, rather than the other way around. Up to Friday move, the internal market leadership was extremely narrow. All S&P500 sectors, apart from Tech complex, were flat/outright down on the year. We are more positive on Tech this year than last, but the Tech rally has been quite exceptional, it is looking overbought, and on the other side we do not expect Cyclicals to bounce sustainably. We see Cyclicals stalling again, as typically happens around the last Fed hike in the cycle. Stay OW Growth vs Value, keep fading Cyclical Value, and reiterate last month's closure of Eurozone vs US trade. This podcast was recorded on 05 June 2023. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4430186-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.  

Speaker: Mislav Matejka CFA, Head of Global Equity Strategy Beneath the surface, the leadership is turning Defensive, and away from Value & Cyclicals… we think this rotation continues into/around last hike In the past weeks, a range of Defensive sectors, such as Staples, Utilities and Healthcare, have rebounded. They joined the already robust performance of the Tech sector ytd. We are more positive on Tech this year than last, but think the sector is becoming stretched in absolute terms now, especially as good results are out in the open. On the other side, many Cyclical and Value plays are losing momentum, among others Mining, Autos, Retail, Construction and Semis, joining the weaker Banks run ytd. We think this rotation will continue as we approach the last Fed hike in the cycle, on the back of our view that US bond yields will be flat/down, and as the Q4&Q1 acceleration in PMIs, and in particular in European PMIs, starts to wane. The narrow and increasingly risk-off internal leadership adds to the main disconnect that the market will need to grapple with: hopes of a soft landing, without much pain to profits, labour or credit, but at the same time the consensus expectation that inflation will come down quickly and that central banks will be cutting in 2H. We believe that the consensus view that the worst of pressures is behind us will be proved wrong, as the impact of monetary tightening worked historically with a lag. Labour markets are lagging indicators, and could weaken abruptly – continued Q1 strength doesn't mean anything for 2H. We held a view over the past two years that corporate earnings would be resilient, and argued that Q1 results would still be robust, but this is likely to start changing into 2H, as pricing power wanes. This podcast was recorded on 30th April 2023. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4400022-0.pdf  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.  

Speaker: Mislav Matejka, CFA, Head of Global Equity Strategy We stay OW International markets vs the US, even as Q1 likely marks the peak overall; Keep unwinding longs in Value vs Growth factor; We are still UW Staples, UW Real Estate and Neutral Healthcare, but the big Cyclical rally is set to run out of steam Divergences keep building, on one hand between robust equity prices and falling earnings, where Q4 reporting season has not delivered a typical upswing, for the first time, and on the other hand between elevated P/E multiples and rising bond yields. These are likely to contribute to our view that stocks' highs are in Q1, and will weaken thereafter. The light positioning and the overly bearish sentiment that we were counting on to keep lifting markets in the early part of this year are no longer the case. Positioning has largely normalized, and sentiment is far from negative now, it is hopeful in fact – recession is not a base case anymore for most. Our core view is that the current activity upswing is unlikely to develop into a fully fledged acceleration in 2H. After all, the impact of the policy tightening works with a lag, and central banks are far from even pausing, let alone pivoting. Big picture, we looked for regional convergence over the past year, and encouragingly International markets have done better than the US, with Europe in particular outperforming, in both the local and common FX. We continue to believe that International equities will be trading better than the US, even if, as we suspect, equities do not hold on to the rally seen over the past months. Our key positioning over the past year was to be long Value vs Growth, but we have entered this year Neutral on the Value/Growth trade, advising in October to close the shorts in Tech, and we think the next trade will likely be to go outright UW Value. Sectorwise, we are still outright UW Staples and Real Estate, and only Neutral Healthcare in our portfolio, but look to use the last 6-8 months strong Cyclicals run to reduce the beta of the portfolio as Q1 winds down.   This podcast was recorded on 05/03/23 This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content//GPS-4351097-0.pdf for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.  

Speaker: Mislav Matejka, Head of Global Equity Strategy Some of the equity market supports that we were highlighting in Q4 – peaking bond yields, China reopening, lower European gas prices – are not exhausted, but a lot has repriced. SX5E is up 30% off the lows, and MSCI China up 55%. We argued that supportive seasonals at the start of the year and light positioning would still be helping as we move through Q1, but positioning is quickly normalizing. Sentiment was very downbeat 6 months ago; now investors are more comfortable chasing the market, with a bounce back towards neutral in Bull-Bear indicator, stretched RSIs, rebound in HF betas and a fall in Put/Call ratios. Crucially, we think the fundamental confirmation for the next leg of the rally will end up lacking, consequently Q1 will likely mark a high-water mark for the market. The cushion of consumer excess savings has been eroded, and money supply in the US and Europe keeps contracting. We held a view over the past two years that corporate earnings would be resilient, but this might start changing. Profit margins are at a record, currently much higher than pre-COVID-19, and pricing power is likely to deteriorate from here. Q1 results are coming out mixed, to date, with a sharply reduced proportion of beats, and the typical upward revisions that one sees as we move through reporting season so far are missing. Apart from likely renewed deterioration in fundamentals in 2H, potential curveballs could come from US politics, among other, as the market is now becoming complacent given that VIX is near the low of the range, at only 18x. International markets continue to screen as much more interesting than the US: stay long Europe vs SPX, keep OW FTSE100 and keep OW MSCI China. We were bullish Value vs Growth style last year, but this year look for stalling in Value, especially if our October call for peaking US yields keeps tracking. Finally, use the remaining Q1 rally to cut beta of a portfolio. This podcast was recorded on 05 February 2023. This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4325446-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.  

Friedemann samt Samtstimme ist zurück, Samira erspähte ihn bei einem Gespräch über Aktivismus und Weltverbesserung mit Knut Cordsen und hat Fragen, insbesondere zu der gefürchteten Moralisierung durch die ökologische Bewegung. Es geht um prometheische Scham und die transapokalyptische Frage warum Thailand nicht in Bali ist. Ausserdem der seltsam diffuse Diskurs über die Panzerlieferungen, die Frage nach der Eskalationsdominanz Russlands, der eingenommenen Perspektive und Prämisse und eine ratlos ohmächtige Schwerherzigkeit in Anbetracht des Krieges. Quellen und Weiterführendes “Weltverbesserer?”: Das Gespräch in der Landesvertretung Schleswig-Holstein zwischen Friedemann, Knut Cordsen, moderiert von Hannah Bethke https://www.youtube.com/watch?v=LTBrYg8Th40&t=2823s Adam Toozes im Podcast über die Geschichte der Panzer, “Chartbook #191 Tanks for Ukraine”: https://adamtooze.substack.com/p/chartbook-191-tanks-for-ukraine “Die Klimakrise als die Katastrophe denken, die sie ist – ohne apokalyptisch zu werden“, Übermedien: https://uebermedien.de/80869/die-klimakrise-als-die-katastrophe-denken-die-sie-ist-ohne-apokalyptisch-zu-werden/ Philosoph Günther Anders, ”Der Blick vom Turm”, Deutschlandfunk Kultur : https://www.deutschlandfunkkultur.de/philosoph-guenther-anders-100.html Philosoph Günther Anders, "Denken im Angesicht der Apokalypse", Deutschlandfunk Kultur: https://www.deutschlandfunkkultur.de/philosoph-guenther-anders-denken-angesicht-apokalypse-100.html Anton Jäger “Von der Post-Politik zur Hyper-Politik”, Jacobin: shorturl.at/fMN17 Der Hyperpolitik-Podcast von Ines Schwerdtner und Nils Schniederjann: https://www.hyperpolitik.de/ (Zum Krieg in der Ukraine hier der Versuch verschiedene Perspektiven und Positionen abzubilden, ohne Vollständigkeitsanspruch:) Gespräch mit Angela Stent, Spiegel: https://www.spiegel.de/ausland/debatte-ueber-eskalation-des-ukraine-krieges-putin-ist-absolut-faehig-atomwaffen-zu-gebrauchen-a-5430c647-c0c0-4af8-935d-a37cbab29a74 Stiftung Wissenschaft und Politik: Die Rolle von Nuklearwaffen in Russlands strategischer Abschreckung https://www.swp-berlin.org/publications/products/aktuell/2022A59_RusslandsNukleareAbschreckung.pdf Stiftung Wissenschaft und Politik: Nukleare Bedrohungen: Welche Chancen hat die Atomdiplomatie in Zeiten des Krieges? https://www.swp-berlin.org/publikation/nukleare-bedrohungen-welche-chancen-hat-die-atomdiplomatie-in-zeiten-des-krieges Slavoj Žižek “on Russia and nuclear war”: https://www.youtube.com/watch?v=MeGg_4uMHUo Stiftung Wissenschaft und Politik: Friedensverhandlungen im Krieg zwischen Russland und der Ukraine: Mission impossible https://www.swp-berlin.org/publikation/friedensverhandlungen-im-krieg-zwischen-russland-und-der-ukraine-mission-impossible Konrad Schuller, Hilfe für die Ukraine - Warum Kampfpanzer nötig sind, FAZ https://www.faz.net/aktuell/politik/ausland/ukraine-krieg-warum-kiew-westliche-kampfpanzer-braucht-18617303.html?premium=0x8d4158fed696d1590a3d73bbd48016e0 Ingar Solty, Russisches Roulette mit der Ukraine, Jacobin https://jacobin.de/artikel/russisches-roulette-mit-der-ukraine-leopard-panzer-olaf-scholz-annalena-baerbock-kriegseintritt-ingar-solty/ Marco Seliger, Olaf Scholz verkaufte seine Panzerwende als wohlüberlegte Entscheidung – tatsächlich aber wurde er wohl überrumpelt, NZZ https://www.nzz.ch/international/kampfpanzer-fuer-die-ukraine-wurde-olaf-scholz-ueberrumpelt-ld.1724136?reduced=true Helmut W. Ganser, Wenn sich der Nebel des Krieges lichtet, ipg-journal: https://www.ipg-journal.de/rubriken/aussen-und-sicherheitspolitik/artikel/wenn-sich-der-nebel-des-krieges-lichtet-6476/

Speaker: Mislav Matejka, Head of Global Equity Strategy. SX5E rebounded 23% during Q4, to last Friday high. Out of the key supports for the equity market, we called in October for a peak in bond yields, as we believed that the disinflation phase had already likely begun. In addition, we argued in November that China reopening was the next trade and for Europe specifically we called for natural gas prices to fall despite entering winter, as supply is ample. Now, while some of the above highlighted supports for the equity market are not by any means exhausted, a lot has repriced, and the market focus could turn to earnings, which are likely to be weaker, and that could contribute to market consolidation ahead. The peak in inflation, which we believe is very helpful to stabilize P/E multiples, will in turn end up as a negative for corporate profits, especially as earnings benefitted from strong pricing and mix post COVID-19. In addition, the recent better activity prints might not hold. Real M1, our lead indicator, is pointing to more PMI softness. Also, the disinflation path might not be smooth, and US politics, as well as the Fed, could deliver curveballs. Put together, we think the current rally will end up faded as we move through Q1. We advise taking some profits, to tactically reduce equity exposure. Big picture, we looked for regional convergence over the past year, and encouragingly Europe is now outperforming the US in both the local and common FX. Stay with this. We also keep long commodity equities on peaking USD, China reopening and low inventories. We believe that one should start fading the last six months of a Cyclical rebound, and add back to some Defensives that lagged – such as to Utilities, Healthcare and Telecoms, as bond yields, PMIs and EPS revisions are all more likely to be lower, than higher, in 1H. While at some point in 2023 Cyclicals should enjoy sustained bottoming out in PMIs and in EPS revisions, their recent rally could end up looking premature.   This podcast was recorded on 09 January 2023. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4301171-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.

Foreign Minister Penny Wong has delivered (yet) another speech, this time in Washington DC, and Darren thinks it's a big deal. Is he overreacting? Meanwhile, Allan draws some interesting contrasts analysing the recent 2+2s Australia's Foreign and Defence Ministers held with their US counterparts (AUSMIN) and then with Japan, and also summarises what we know about the Labor government's foreign policy so far. Darren's word of the year is ‘polycrisis' and he (tries to) explain why, while Allan's is ‘statecraft'. We thank Walter Colnaghi for research and audio editing and Rory Stenning for composing our theme music. Relevant links Penny Wong, “Speech to the Carnegie Endowment for International Peace”, Washington DC, 7 December 2022: https://www.foreignminister.gov.au/minister/penny-wong/speech/speech-carnegie-endowment-international-peace Richard Marles, “Sasakawa Peace Foundation Speech”, Tokyo, 9 December 2022: https://www.minister.defence.gov.au/speeches/2022-12-09/sasakawa-peace-foundation-speech Doug Palmer, “WTO says Trump's steel tariffs violated global trade rules”, Politico, 9 December 2022: https://www.politico.com/news/2022/12/09/wto-ruling-trump-tariffs-violate-rules-00073282 Joint Statement on Australia-U.S. Ministerial Consultations (AUSMIN) 2022: https://www.dfat.gov.au/international-relations/joint-statement-australia-us-ministerial-consultations-ausmin-2022 Tenth Japan-Australia 2+2 Foreign and Defence Ministerial Consultations, Joint Statement, 9 December 2022: https://www.foreignminister.gov.au/minister/penny-wong/media-release/tenth-japan-australia-22-foreign-and-defence-ministerial-consultations Penny Wong, “Why I'm imposing sanctions on human rights abusers”, Sydney Morning Herald, 10 December 2022: https://www.smh.com.au/politics/federal/penny-wong-why-i-m-imposing-sanctions-on-human-rights-abusers-20221209-p5c51i.html?btis Adam Tooze, “Chartbook #130 Defining polycrisis - from crisis pictures to the crisis matrix”, 24 June 2022: https://adamtooze.substack.com/p/chartbook-130-defining-polycrisis Reuters, “Factbox: Energy crisis revives coal demand and production”, 20 October 2022: https://www.reuters.com/business/energy/energy-crisis-revives-coal-demand-production-2022-10-19/ Tim Schauenberg, “COP27 host Egypt criticized for climate targets, repression”, Deutsche Welle, 6 November 2022: https://www.dw.com/en/cop27-in-sharm-el-sheikh-climate-change-human-rights-violations-and-other-issues-making-waves/a-63624720 Guardian Australia, “Penny Wong on stabilising Australia's relationship with China”, 26 November 2022: https://www.theguardian.com/australia-news/audio/2022/nov/26/penny-wong-on-stabilising-australias-relationship-with-china National Security Podcast, “Gareth Evans on repositioning Australia for a new age of geopolitics”, 1 December 2022: https://www.policyforum.net/national-security-podcast-australias-new-geopolitical-outlook/ Ross Douthat, “Hootie and the Blowfish and the End of History”, New York Times, 9 December 2022: https://www.nytimes.com/2022/12/09/opinion/chatbot-hootie-friends.html

Speaker: Mislav Matejka, Head of Global Equity Strategy. We believe that equities will be supported by what is still extremely bearish investor sentiment and very light positioning, as well as improving seasonals at this time of the year. Fundamentally, we think that bond yields are likely in the process of peaking. The disinflation phase has already begun, in our view, even as elevated CPI prints continue, and as bond yields keep oscillating around multi-year highs. Inflation remains a lagging indicator of growth, corporate intentions to raise prices have rolled over, as are now peaking intentions to raise wages. Inventories are building, and that should lead to discounting. Out of the four stages of inflation that we see, commodities, goods, services and finally wages, in our view we are currently moving from second to third in terms of stabilization. While the central banks keep tightening at the short end, the long end could begin pricing in an increasing chance of overdoing it, i.e. of a policy misstep. Further, levels of yields should be capped by the weaker activity from here. If that gains traction, it would go a long way in supporting overall equity market multiple. Second, we believe that China offers a potentially positive catalyst in terms of reopening. China sentiment is at rock bottom and any improvement on this front would be notable. Regionally, we stay of the view that UK and Eurozone are not the easy shorts vs the US as most would believe: Eurozone has never traded this cheap vs the US. UK stays our top DM pick. Value was our key OW for the last two years, and we stay positive on Value parts of the market, but a peak in yields suggests Growth style could also stabilize from here. Pure Defensives look the most expensive.   This podcast was recorded on 07 November 2022. This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4254314-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.    

Russia's war on Ukraine has spotlighted the interconnectedness of foreign and security policy, energy, and the environment. A deeper appreciation of the geopolitics of climate will shape not only EU-U.S. relations–as reflected in the recently unveiled Inflation Reduction Act in the United States and the Critical Materials Act in the EU–but also global affairs and events, including COP27.Olivia Lazard, a fellow at Carnegie Europe, is joined by Noah Gordon, a fellow at the Carnegie Endowment for International Peace, to discuss the transatlantic approach to climate change, current blind spots in the race to net-zero, as well as their visions for the future. Olivia Lazard (June 30, 2022), The Blind Spots of the Green Energy Transition. TED.Olivia Lazard and Richard Youngs (July 12, 2021), The EU and Climate Security: Toward Ecological Diplomacy. Carnegie Europe.Noah Gordon (July 28, 2022), Carbon Pricing Isn't Enough to Mitigate Climate Change. Foreign Policy.Alexandria Ocasio-Cortez, (April 17, 2019). A Message From the Future with Alexandria Ocasio-Cortez. The Intercept.Dr. Paul Griffin, (July 2017). The Carbon Majors Database: CDP Carbon Majors Report 2017. CDP.Will MacAskill (August 2022). What We Owe the Future. Basic Books.Helena Horton (July 28, 2022). Climate breakdown made UK heatwave 10 times more likely, study finds. The Guardian.Adam Tooze, (July 24, 2022). Chartbook #130 Defining Polycrisis – From Crisis Pictures to the Crisis Matrix.Arianna Skibell, (September 23, 2022). Malpass Joins ‘I'm Not a Scientist' Hall of Fame. Politico.George Monbiot (August 2022). Regenesis: Feeding the World without Devouring the Planet. Penguin Books.World Weather Attribution, (July 28, 2022). Without human-caused climate change temperatures of 40°C in the UK would have been extremely unlikely.

“There are moments when history making creeps up on you,” writes the economic historian Adam Tooze. “This is one of those moments.”Countries across the world are raising interest rates at unprecedented speeds. That global monetary tightening is colliding with spiking food and energy prices, financial market instability, high levels of emerging market debt and economies still struggling to recover from the Covid pandemic. Alone, each of these factors would warrant concern; combined, they could be catastrophic.We're already beginning to see what happens as these dynamics intersect: Britain just experienced a bond market meltdown that threatened one of the most advanced financial systems in the world. Developing countries like Sri Lanka, Argentina and Pakistan are experiencing political and economic crises. The World Bank believes we could be headed for a severe global recession.Tooze is the director of the European Institute at Columbia University and the author of multiple histories of financial crises and near crises and of the excellent Chartbook newsletter. He believes this particular confluence of high inflation, rising interest rates and high levels of debt points to an economic “polycrisis” unlike any the world has seen. And he and others have argued that the U.S. Fed's decision to raise interest rates is a core driver of that crisis.So this is a conversation about the fragile, uncertain future of the global economy at this history-making moment and the Fed's role in it. We discuss what the British financial market meltdown means for the rest of the world, how the interest rate hikes in rich countries export inflation to other countries, the looming possibility of a global recession, why Tooze believes something could break in the global financial system, why countries in South Asia are experiencing a particularly severe form of “polycrisis,” how the Fed should weigh its mandate to bring down inflation against the global consequences of its actions, why he believes analogies to the American inflationary period of the 1970s are misguided and more.Mentioned:“Slouching Towards Utopia by J Bradford DeLong — fuelling America's global dream” by Adam ToozeBook recommendations:The Neapolitan Novels by Elena FerranteYouthquake by Edward PaiceSlouching Towards Utopia by J. Bradford DeLongThoughts? Guest suggestions? Email us at ezrakleinshow@nytimes.com.You can find transcripts (posted midday) and more episodes of “The Ezra Klein Show” at nytimes.com/ezra-klein-podcast, and you can find Ezra on Twitter @ezraklein. Book recommendations from all our guests are listed at https://www.nytimes.com/article/ezra-klein-show-book-recs.“The Ezra Klein Show” is produced by Annie Galvin, Jeff Geld and Rogé Karma. Fact-checking by Michelle Harris, Rollin Hu, Mary Marge Locker and Kate Sinclair. Original music by Isaac Jones. Mixing by Jeff Geld. Audience strategy by Shannon Busta. Special thanks to Kristin Lin, Kristina Samulewski, Jason Furman, Mike Konczal and Maurice Obstfeld.

Subscribe to Know Your Enemy on Patreon to listen to this bonus episode, and all of our bonus content: https://www.patreon.com/knowyourenemySam is joined by David Broder — the Europe editor of Jacobin Magazine and author of First They Took Rome: How the Populist Right Conquered Italy and the forthcoming book, Mussolini's Grandchildren: Fascism in Contemporary Italy — to discuss the recent victory of Giorgia Meloni in Italian general elections. Meloni's Brothers for Italy party descends directly from the neo-fascist parties of post-war Italy. We discuss the ways in which her victory is continuous and discontinuous with the recent history of right-wing populism in Italy — from Silvio Berlusconi to Matteo Salvini. And David explains how Meloni has incorporated fascist nostalgia and historical revision into a 21st century, identitarian nationalism, which draws heavily on conservative economics, anti-feminist and anti-LGBTQ politics, and "great replacement" nativist conspiracy. Further reading: David Broder, "Italy's drift to the far right began long before the rise of Giorgia Meloni," Guardian, Sept. 2022. Natasha Lennard, "It's a Girl (Fascist!)," The Intercept, Sept. 2022.Adam Tooze, "Who is going to vote for Italy's right-wing coalition?," Chartbook, Sept 2022. 

Speaker: Mislav Matejka, Head of Global Equity Strategy. We argued last week that bonds are likely becoming oversold, as Fed and inflation sentiment have moved to extremes. We believe that we are already starting a disinflation phase, as inflation remains a lagging indicator of growth. More concrete signs of peaking inflation, as well as of the peaking inflation expectations, and finally the weakness in activity all suggest bond yields should be capped going forward. Earnings have been very resilient, but are likely to finally show a rollover in Q3. Here, we think that the activity reset is what investors need to see in order to start looking through. Also, recession is our base case, but earnings could hold up much better this time around than during past downturns. Eurozone gas prices likely have two way risk from here, not just the upside risk. JPM assessment remains that there will not be a need for outages. Sentiment metrics are at record lows, and positioning appears very light. Seasonals turn much more favourable in Oct-Dec period. While Value was our key OW entering the year, we called last week for a renewed tactical bounce in Growth style, and Tech in particular, to be aided by potentially peaking bond yields. Regionally, UK remains a OW, given extreme valuation discount, as well as a tailwind for exporters from weak FX. We keep pair trade of OW FTSE100 vs FTSE250.   This podcast was recorded on 03 October 2022. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4220113-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

Jak se Evropské unii povedlo proměnit se ze spolku na podporu francouzských farmářů v geopolitického hráče? A jaký je rozdíl mezi politikou pravidel a politikou událostí? V této epizodě se zamyslíme nad tím, jak Unii proměnily čtyři nedávné krize - dluhová, ukrajinská v roce 2014, migrační a euroatlantická, i nad tím, jestli to náhodou nebyly jen “generálky” na krize, kde jde doopravdy o život, včetně té covidové a aktuální ukrajinské. Probereme teorii evropského jeviště, způsoby integrace nebo to, které nepřesné příběhy si o vzniku EU rádi vyprávíme. Jak válka na Ukrajině promění evropskou identitu? Proč už Evropa nebude “laboratoří” světového pokroku? A sledujeme právě teď mocenský vzestup evropské periferie? Zdroje: Luuk van Middelaar - Alarums and Excursions: http://cup.columbia.edu/book/alarums-and-excursions/9781788211727 Luuk van Middelaar - Pandemonium: https://luukvanmiddelaar.eu/books/pandemonium?edition=6170663e0aac4 Ivan Krastev v Ezra Klein Show: https://open.spotify.com/episode/6dzUZQz4im0PubbxHWU2OJ?si=949bbab91c004d7b Adam Tooze pro Foreign Policy: https://foreignpolicy.com/2022/04/05/ukraine-russia-war-world-economy/ Chartbook o východoevropských ekonomikách: https://adamtooze.substack.com/p/chartbook-68-putins-challenge-to Kaja Kallas jako nová železná lady: https://www.newstatesman.com/international-content/2022/05/europes-new-iron-lady-estonian-prime-minister-kaja-kallas FT a přesuny moci v EU: https://www.ft.com/content/e915e513-64bc-4fd7-9884-cc5033542d57 Zvuky: Evropská hymna: https://www.youtube.com/watch?v=Jo_-KoBiBG0 Scratch: https://www.youtube.com/watch?v=kJA-cxaBJlc A kdo z vás to má: https://www.youtube.com/watch?v=L4UbpUltos0

In this Deep Dive, Partners Jeff Otis and Jeff Dicks (Evergreen's co-CIO) discuss our most recent Evergreen Chartbook. The Chartbook explores the current state of the economy, markets, and Evergreen's general outlook. Some questions they explore are: What are we seeing right now with inflation? Where do things stand with the Fed? Bloomberg has a 33% probability of a US recession over the next 24 months. Does the yield curve point to a future recession? What is going on in the market? Bonds, treasury yields, stocks, and corporate bonds are all reacting. How do we interpret this? As always, we hope you enjoy the listen! This episode was recorded on May 23, 2022. Link to the chartbook: https://evergreengavekal.com/market-update-no-short-term-fed-pain-no-long-term-economic-gain/ This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

Whether you are working a first job, or nearing retirement, balancing labor and life is a challenge. When we add to this that the pandemic has altered work for millions, the difficulty increases. Let's take a few minutes to explore what is happening with our work today, some insights from the Bible, and how we can balance living and working.CITED“Job Satisfaction 2022: Chartbook.” www.conference-board.org. https://www.conference-board.org/research/job-satisfaction/2022-based-on-November-2021“What Makes Life Meaningful? Views From 17 Advanced Economies,” www.pewreseach.org. https://www.pewresearch.org/global/2021/11/18/what-makes-life-meaningful-views-from-17-advanced-economies/Messenger, William, “Calling and Vocation (overview). www.theologyofwork.org/key-topics/vocation-overview-articleMendoza, Jordan, “100-year-old man breaks Guinness World Record for working at same company for 84 years.” www.usatoday.com/story/news/world/2022/05/02/brazil-guinness-world-record-84-yearsYour comments are welcome by email to trackspodcast.mail.Follow me and more resources at www.tracksforthejourney.comBuy the latest book at  https://www.amazon.com/Tracks-Journey-2021-Exploring-well-being-ebook/dp/B09QVBC8DLYou can support the podcast with a small gift on the "Buy Me a Book" websiteSupport the show

With the world watching in shock at Russia's invasion of Ukraine, Allan and Darren describe how the crisis, and in particular the world's response, are (and are not) causing them to reconsider their priors about how politics and international affairs works. Allan describes how impressed he has been with Europe's response, while Darren is completely surprised at the speed and magnitude of the economic and financial sanctions imposed on Russia, in particular its central bank. Meanwhile, Allan reflects on the contingency of the Biden presidency, wondering how things would have been different had Donald Trump been president and what that says about the variability of the United States as a factor in world politics. Darren considers the responses of regional powers such as China, India and the ASEAN countries. Finally, they discuss early implications for Australia. Relevant links Anne Applebaum, “The impossible suddenly became possible”, The Atlantic, 2 March 2022: https://www.theatlantic.com/ideas/archive/2022/03/putins-war-dispelled-the-worlds-illusions/623335/ China Talk (podcast), “The new old cold war with Tooze and Klein”, 1 March 2022: https://chinatalk.substack.com/p/the-new-old-cold-war-with-tooze-and?s=r Adam Tooze, “Chartbook #89 Russia's financial meltdown and the global dollar system”, 28 February 2022: https://adamtooze.substack.com/p/chartbook-89-russias-financial-meltdown?s=r Robert Keohane and Joseph Nye (1987) “Power and interdependence revisited”, International Organization 41(4): 725-753. http://www.rochelleterman.com/ir/sites/default/files/Keohane%20Nye%201987.pdf Patrick McKenzie, “Moving money internationally”, Bits about money (newsletter), 2 March 2022: https://bam.kalzumeus.com/archive/moving-money-internationally/ Paul Kelly, “Morrison's Mission: A Lowy Institute Paper”, Penguin Specials, February 2022: https://www.penguin.com.au/books/morrisons-mission-a-lowy-institute-paper-penguin-special-9780143778042 The Ezra Klein Show, “Can the West stop Russia by strangling its economy (with Adam Tooze), 1 March 2022: https://www.nytimes.com/2022/03/01/opinion/ezra-klein-podcast-adam-tooze.html

There's the Russia-Ukraine war that's easy to follow in the news right now. We can watch Russian bombs falling on Ukraine, see Russian tanks smoking on the side of the road, hear from Ukrainian resistance fighters livestreaming their desperate defense.But there's another theater to this war that's harder to see, but may well decide the outcome: the economic war that West is waging on Russia. Europe and the United States initially responded with a limited set of sanctions but then expanded them into a counterattack capable of crushing the Russian economy. Vladimir Putin, for one, understands the danger: As the force of the West's measures multiplied, he readied his nuclear forces in a bid to warn Europe and the United States off. This is terrifying territory.So I asked Adam Tooze — a brilliant economic historian, the director of the European Institute at Columbia, and the author of the indispensable “Chartbook” newsletter — to explain how the war in the financial markets is shaping the war in streets of Ukraine. What he gave me was a whole new way to see how Putin had readied his country for conflict, the leverage that Russia's energy exports gave it, how the dreams of the globalizers had cracked, and what the West both was and wasn't doing in response.But this is two conversations, not one. On Friday, Tooze and I recorded just as the war began. That was a conversation about the economics of the war as both Russia and the West understood it when the bombing began. But on Monday, we spoke again, because so much had changed. Rather than splice the two discussions into an artificial omniscience, I've linked them, because I think they reveal more in sequence: They show how fast this war is reshaping the politics around it, how quickly the escalation is coming, how rapidly the plans are crumbling.So we discuss the sanctions that the West has deployed against Russia, how Europe's dependence on Russian energy exports undermined the West's response, what Putin understood about the dark side of economic interdependence, how Ukraine's remarkable resistance — and the remarkable leadership of its president, Volodymyr Zelensky — reshaped the politics and policies in the West, how this war could alter the geopolitical calculus of China and Taiwan, the new economic order that is emerging, and more.Mentioned:“Putin's Challenge to Western hegemony - the 2022 edition” by Adam Tooze (Chartbook)“The economic consequences of the war in Ukraine” (The Economist)Book Recommendations:The Economic Weapon by Nicholas MulderThe End of the End of History by Alex Hochuli, George Hoare and Philip CunliffeThe Future of Money by Eswar S. PrasadThoughts? Guest suggestions? Email us at ezrakleinshow@nytimes.com.You can find transcripts (posted midday) and more episodes of “The Ezra Klein Show” at nytimes.com/ezra-klein-podcast, and you can find Ezra on Twitter @ezraklein. Book recommendations from all our guests are listed at https://www.nytimes.com/article/ezra-klein-show-book-recs.“The Ezra Klein Show” is produced by Annie Galvin, Jeff Geld and Rogé Karma; fact-checking by Michelle Harris; original music by Isaac Jones; mixing by Jeff Geld; audience strategy by Shannon Busta. Our executive producer is Irene Noguchi. Special thanks to Kristin Lin and Kristina Samulewski.

There's a wealth of useful information out there on the events unfolding in Ukraine, which we've compiled here for readers. -Important References- https://twitter.com/RALee85?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1496752076335947778%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.spectacles.news%2Fp%2Ff80aec8c-e759-4be8-a3f4-ae977e3750ae%2F (Rob Lee) https://twitter.com/maxseddon?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1496751685338906629%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.spectacles.news%2Fp%2Ff80aec8c-e759-4be8-a3f4-ae977e3750ae%2F (Max Seddon) https://twitter.com/KofmanMichael?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1496876298051989504%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.spectacles.news%2Fp%2Ff80aec8c-e759-4be8-a3f4-ae977e3750ae%2F (Michael Kofman) https://adamtooze.substack.com/p/chartbook-68-putins-challenge-to?utm_source=url (Chartbook #68 by Adam Tooze) https://www.spectacles.news/the-power-of-the-dollar-guest-insight/ (The Power of The Dollar by Bryce Johnston) https://kyivindependent.com/ (Kyiv Independent) https://www.ft.com/content/77ab8dcf-cb02-4e57-aff0-85c8a84f5a1f (Financial Times) https://www.congress.gov/members/find-your-member (Who's your member of Congress?) -Usual Links- https://www.spectacles.news/insight-normalcy-an-inadequate-solution-in-a-changing-world/#/portal/ (Subscribe to our newsletter!) https://www.spectacles.news/whats-there-to-say-insight/ (Read or comment on this article!) https://spectacles-birds-eye.captivate.fm/listen (Listen to Spectacles In Conversation!) https://twitter.com/SpectaclesMedia (Follow our Twitter!) // https://www.tiktok.com/@spectacles.news (Follow our TikTok!)

Allan and Darren venture far outside their comfort zones this week to give some thoughts on the escalating crisis between Russia, Ukraine and NATO. This is an interesting and important issue because it brings together so many of the central questions in international relations. These include: the use of military coercion and other forms of deterrence; the behaviour of great powers, the role of diplomacy and signalling; the links between strategic and economic interests; the politics of the transatlantic relationship; the role of alliances; and the practical meaning of norms like ‘sovereignty' and ‘self-determination'. While not all of these can be covered in depth in a single episode, they all inform Allan and Darren as they offer initial opinions of the strategic context and stakes involved. These events are important to Australia because of their potential impact on the international order and, in particular, America's role in it. Along the way, the discussion covers the specific phenomenon of “spheres of influence”, the geoeconomic dimensions, and whether there is any scope at all for for multilateral organisations to contribute. The episode finishes by looking at how the Australian government has responded and thinking about what Beijing's perspective might be.   Relevant links Adam Tooze, “Putin's challenge to western hegemony – the 2022 edition”, Chartbook newsletter #68, 12 January 2022: https://adamtooze.substack.com/p/chartbook-68-putins-challenge-to Ross Douthat, “How to retreat from Ukraine”, New York Times, 22 January 2022: https://www.nytimes.com/2022/01/22/opinion/russia-ukraine-us-nato.html Francis Fukuyama, “Why Ukraine matters”, American Purpose, 24 January 2022: https://www.americanpurpose.com/blog/fukuyama/why-ukraine-matters/ Rob Lee, “Moscow's compellence strategy”, Foreign Policy Research Institute, 18 January 2022: https://www.fpri.org/article/2022/01/moscows-compellence-strategy/ Greg Earl, “Bitcoin vs the IMF, and other great expectations”, Lowy Interpreter, 27 January 2022: https://www.lowyinstitute.org/the-interpreter/bitcoin-vs-imf-and-other-great-expectations Plain English podcast, “The Biggest Losers of the Streaming Wars: ESPN, Movie Theatres, Peacock, and More”, 18 January 2022: https://www.theringer.com/2022/1/18/22888915/the-biggest-losers-of-the-streaming-wars-espn-movie-theaters-peacock-and-more   (Other interesting readings, in chronological order) Tyler Cowen, “What Will Putin Do Next? Game Theory Offers Some Clues”, Bloomberg, 19 January 2022: https://www.bloomberg.com/opinion/articles/2022-01-19/what-will-putin-do-next-time-for-some-game-theory “What would a Ukraine conflict look like” Rachman Review Podcast, 20 January 2022: https://overcast.fm/+2IlRysJbY Edward Fishman and Chris Miller, “The Russia Sanctions That Could Actually Stop Putin”, Politico, 21 January 2022: https://www.politico.com/news/magazine/2022/01/21/russia-sanctions-stop-putin-energy-markets-us-invasion-527524 Noah Smith, “Why is Ukraine such an economic failure”, Noahpinion newsletter, 23 January 2022: https://noahpinion.substack.com/p/why-is-ukraine-such-an-economic-failure Fiona Hill, “Putin Has the U.S. Right Where He Wants It”, New York Times, 24 January 2022: https://www.nytimes.com/2022/01/24/opinion/russia-ukraine-putin-biden.html?referringSource=articleShare Michael Kofman, “Putin's wager in Russia's standoff with the west”, War on the Rocks, 24 January 2022: https://warontherocks.com/2022/01/putins-wager-in-russias-standoff-with-the-west/ Daniel Drezner, “On deterring Russia”, Washington Post, 26 January 2022: https://www.washingtonpost.com/outlook/2022/01/26/deterring-russia/ Center for Defense Strategies, “How likely is large-scale war in Ukraine?”, The Kyiv Independent, 29 January 2022: https://kyivindependent.com/national/center-for-defense-strategies-how-probable-is-large-scale-war-in-ukraine-analysis/ Kyle Wilson, “Putin's NATO power play stirs disquiet among Russia's security elite”, ASPI Strategist, 29 January 2022: https://www.aspistrategist.org.au/putins-nato-power-play-stirs-disquiet-among-russias-security-elite/

The European Parliament elects a new president, COVID-19 case rates surge across the globe, and diplomacy continues over Russian security demands in Europe.   Articles Mentioned in the Podcast   Mary Beth Sheridan, “Mexico has refused to close its borders during the covid-19 pandemic. Does that make sense?” Washington Post, January 12, 2022   Stephen Sestanovich, “The Russia-Ukraine Crisis: A Scorecard on Biden's Response,” CFR.org, December 23, 2021   Adam Tooze, “Chartbook #68 Putin's Challenge to Western hegemony - the 2022 edition,” January 12, 2022

Programming Note: Anticipating The Unintended will be on its annual year-end break for the next two weeks. Normal services will resume from Jan 9, 2022. Happy Holidays.This is the last edition for 2021. There’s always a temptation to look back at the year gone and arrive at some kind of things-we-learnt-this-year list. As much as we’d like to do that, we really have nothing insightful to offer. It wasn’t a great year for most part because of the pandemic and it is ending on a foreboding note. Anyway, so what do we have in this year-end edition? We start with talking about the one overriding emotion that the two of us had through the year. What’s that one constant feeling that summed up our view of most events during the year? We then move on to the predictions we had made at the start of 2021 and see how each of us fared. And we close out with books, newsletters, podcasts or videos that we enjoyed greatly. That’s what is on the menu today.The 2021 State Of MindRSJ: Through the year my mind went back to the lines from one of my favourite poems, The Second Coming by W.B. Yeats. It is somewhat apposite too. Yeats wrote the poem just after WW-1 had ended and during the Spanish flu pandemic. His pregnant wife contracted the flu and survived after a harrowing time. Yeats paints a bleak landscape of disorder and anarchy with warring factions and a divided world order. The voices of reason lack moral strength because the false convictions of the passionate have taken over. To quote Yeats:“The best lack all conviction, while the worstAre full of passionate intensity.”That’s how I felt most of 2021. Funnily enough, I started noticing many variations of these lines over the past months. I guess I lived through the Baader-Meinhof phenomenon on this one. I have collated them here. Back in 1871, in the introduction to his book, Descent of Man, Charles Darwin wrote:“Ignorance more frequently begets confidence than does knowledge: it is those who know little, and not those who know much, who so positively assert that this or that problem will never be solved by science.”In his 1931 essay, The Triumph of Stupidity, Bertrand Russell wrote:“The fundamental cause of the trouble is that in the modern world the stupid are cocksure while the intelligent are full of doubt. Even those of the intelligent who believe that they have a nostrum are too individualistic to combine with other intelligent men from whom they differ on minor points. This was not always the case. A hundred years ago the philosophical radicals formed a school of intelligent men who were just as sure of themselves as the Hitlerites are; the result was that they dominated politics and that the world advanced rapidly both in intelligence and in material well-being.It is quite true that the intelligence of the philosophical radicals was very limited. It is, I think, undeniable that the best men of the present day have a wider and truer outlook, but the best men of that day had influence, while the best men of this are impotent spectators. Perhaps we shall have to realise that scepticism and intellectual individualism are luxuries which in our tragic age must be forgone, and if intelligence is to be effective, it will have to be combined with a moral fervour which it usually possessed in the past but now usually lacks.”In his essay, A Cult of Ignorance, published in the Newsweek (1980), Isaac Asimov wrote:“Anti- intellectualism has been a constant thread winding its way through our political and cultural life, nurtured by the false notion that democracy means that my ignorance is just as good as your knowledge.Now we have slogans on the part of obscurantists: "Don't trust the experts!"... We have a new buzzword too, for anyone who admires competence, knowledge, learning and skill, and who wishes to spread it around. People like that are called 'elitists'....What shall we do about it? We might begin by asking ourselves whether ignorance is so wonderful after all, and whether it makes sense to denounce 'elitism'. I believe that every human being with a physically normal brain can learn a great deal and can be surprisingly intellectual. I believe what we badly need is social approval of learning and social rewards for learning.”Of course, all of this culminated into a wonderful paper by David Dunning and Justin Kruger titled, “Unskilled and unaware of it: How difficulties in recognizing one’s own incompetence lead to inflated self-assessments”. Published in the Journal of Personality and Social Psychology, Dec 1999, the abstract of the paper asserted:“People tend to hold overly favorable views of their abilities in many social and intellectual domains. The authors suggest that this overestimation occurs, in part, because people who are unskilled in these domains suffer a dual burden: Not only do these people reach erroneous conclusions and make unfortunate choices, but their incompetence robs them of the metacognitive ability to realize it.”Thus was born the Dunning-Kruger effect. It owned 2021.Pranay:As for many of you, 2021 was my first year, in many many years, spent entirely at home. Until 2021, there were two neat compartments in my head: a ‘professional’ one and a ‘personal’ one. I associated terms such as ambition, learning, and planning only to the ‘professional’ compartment. On most issues outside that sphere, I thought I could just wing it. To use RSJ’s framing, it was the Dunning-Kruger effect at play in one compartment of life. So, 2021 has been about trying to unlearn many erroneous conclusions I had reached about wellbeing (physical and mental), parenting, relationships, and self-worth. There’s a lot to learn. But just the dissolution of the false assumption that two very different approaches apply to the two spheres of life is liberating. Our Predictions Report CardAt the start of this year, we were foolhardy enough to make a few predictions. We will see how we fared on them.RSJ:Pranay had made an important point about predictions then:“... predictions are susceptible to what Philip Tetlock calls ‘outcome-irrelevant learning’ — a situation wherein no matter the reality, people are in an excellent position to explain that what happened was consistent with their view.One way to check outcome-irrelevant learning is first to make specific, measurable predictions and then reflect on real-world outcomes at the end of the prediction horizon. Which, for this newsletter, means we will do another post at the end of 2021 reflecting on our hits and misses.”I must admit my 10 predictions didn’t exactly fit Pranay’s definition of being specific and measurable. So, as I look back, you can accuse me of conveniently retrofitting the actual outcomes to them. FWIW, let’s see how I fared.Prediction 1: By the end of 2021, we will all realise we overrated the long-term impact of the pandemic on everything. There won’t be any ‘new normal’ to write home about. Things will be more of the same.Outcome: Largely true, I would think. Maybe 6/10 on accuracy. No dramatic shift seen on anything yet. Prediction 2:  The size of the stimulus in most developed economies and the amount of liquidity pumped into the system will mean two things – eventual inflation and a repeat of the taper tantrum in future. Deficits have come to mean nothing and any future slowdown in the economy or fall in markets will mean more stimulus.Outcome: Not bad. I guess 7/10 on this.Prediction 3: The stock markets are in bubble territory now. But there won’t be any reckoning in 2021. The stocks doing well during the pandemic will continue to do well. The divergence between the real economy and the street will continue to confound all of us.Outcome: Cannot complain. 7.5/10Prediction 4: The early signs are of a K-shaped recovery around the world. This will be strengthened in 2021. A small set of companies and people will see a rising graph of growth and prosperity. The long-term impact of the pandemic will be to worsen inequality. The early but definite signs of this will show up in 2021.Outcome: Again 7.5/10Prediction 5: Credit offtake will be weak and the revival of consumption story will be dampened because of this. Private investments were trending downwards anyway before the pandemic. Its revival seems unlikely in 2021.Outcome: Maybe 7/10Prediction 6: The Chinese economy will lead the global growth engine. Despite its misadventures during the pandemic, China will continue its rise to the top. The Biden administration will take a more accommodative stance towards China. The trade war will subside and the EU will continue to strengthen its relationship with China. Outcome: Mostly wrong. China has continued to do well but it has its problems. 3/10Prediction 7: Technology sovereignty will be a key theme in 2021. Countries across the western world will assert their technology independence. The most common form this will take is in keeping Chinese technology companies out of strategic sectors like telecom and finance infrastructure services. Or you could expect heavy fines for restrictive or anti-competitive practices and heavier hand of regulations on these (big tech) companies.Outcome: Largely right. China itself came down heavily on its tech giants while Lina Khan, the chair of FTC, continued her tirade against Big Tech. 6/10Prediction 8: How to vaccinate India will be a policy question that will keep everyone busy in the first half of 2021. Everything about vaccines – procurement, pricing, storage, administration and safety – will test our policymakers. My guess is we will do quite well in this entire exercise. Outcome: I guess we did better than what we expected at the start of 2021. We are still behind on booster doses and vaccines for kids though. 7/10Prediction 9: It won’t be a great year for reforms. The wrong lessons will be learnt from the protests against farm law reforms. Plus, the usual set of assembly elections and the weak economy post the pandemic will continue to weigh on the government. So good, bold and much-needed reforms across sectors will again go into the backburner. Outcome: Cannot disagree. Barring Air India sale and some boost to manufacturing, not much happened here. The start-up story isn’t really a government story to own. Then there was the farm law repeal. Enough said. 7/10Prediction 10: The BJP election machine will have a mixed year. Barring Assam where it should keep its majority and some gains in West Bengal, it won’t see much success. The campaign and the narrative building leading up to elections in Assam and West Bengal will not be for the faint-hearted. There will be a plethora of fake news, violence and no-holds-barred Muslim bashing. The signs are already there on the news channels. The opposition will remain largely ineffective with some kind of split happening in the Congress during the year. But there will also be the earliest sign of some kind of coming together of regional parties to counter BJP in 2024. This seems inevitable.Outcome: Well, that looks fairly accurate. So 8/10.Overall, not bad but I will try to be more specific about next year’s predictions.Pranay:This is the report card of the five predictions I made at the start of 2021. Prediction 11: Petrol prices in Bangalore will hit ₹100 at least once before the end of 2021.Outcome: Petrol prices were at ₹86.47 in Bengaluru on 1st Jan 2021. The prediction was based on the reasoning that excise duties on petrol and diesel are the superhero of last resort for state and union governments. As public spending rose in the backdrop of the second wave of COVID-19, both union and state governments took the easy route of increasing taxes on petrol and diesel. Petrol prices hit the hundred mark in June and galloped to ₹113 by November. Since then, they have settled to just above ₹100. Of course, there were no nationwide protests over the issue. No electoral results were attributed to this price hike, even though the rising inflation would have hit many people hard. Prediction 12: A maximum of 2 CPSUs will be privatised by the end of 2021.Outcome: The backdrop of this prediction was the buzz surrounding the union government’s grand scheme to sell its stake in over 25 CPSUs. The Ministry of Finance’s reply in the Lok Sabha has the details. And from what I can gather, just two CPSUs have found a buyer this year — Air India and Central Electronics Limited.Prediction 13: GST will continue to have the current five tax slabs.Outcome: My reasoning behind this prediction was that the fiasco on the GST compensation cess has broken the trust between union and state governments, and the latter will not welcome any further changes in the GST regime this year. Prediction 14: The status quo at Ladakh in terms of territorial control will continue.Outcome: Just yesterday, the Indian Air Force Chief had this to say: “the standoff does continue. Disengagement has taken place in certain areas in Eastern Ladakh. But, the complete disengagement has not yet been done I would not like to go into the details, but suffice to say we are deployed, we are prepared to take on any challenge that may face us in that area with the shortest of notice.”Prediction 15: The number of US service personnel in Afghanistan will fall below 2500 by the end of 2021.Outcome: The prediction turned out to be true of course. But little did I expect that the withdrawal would put the Taliban in full control of Afghanistan. Finally, I also had a note related to RSJ’s prediction on US and China. The Biden administration has, indeed, continued key elements of the previous administration’s trade policies on China. In the high tech domain, the restrictions are likely to tighten further.These were my five predictions. In retrospect, it looks like I made some safe (and obvious?) bets. Read, Saw Or HeardWe will close with our top recommendations of books, podcasts, newsletters et al, that we came across in 2021. RSJ: In no particular order, here are mineThis Is How They Tell Me The World Ends: The Cyberweapons Arms Race. A riveting take on global cyber warfare by Nicole Perloth that reads like a thriller. Deservingly won the 2021 Financial Times Business Book of the Year award.The Code Breaker: Jennifer Doudna, Gene Editing, and the Future of the Human Race. Walter Issacson’s book couldn’t have been more timely. The history of gene editing, development of CRISPR and how all of it came together to create vaccines for Covid-19 are all part of this absorbing and informative book. The Light that Failed: A Reckoning. Krastev and Holmes on why liberal democracy faltered in eastern Europe. There are lessons for everyone there. India’s Founding Moment: The Constitution of a Most Surprising Democracy. Madhav Khosla’s wonderful narration of the people, the ideas and the debates that went into the creation of our Constitution. Wanderers, Kings, Merchants: The Story of India through Its Languages by Peggy Mohan. A forensic on Indian languages and what they tell us about our history and the evolution of our culture. Civilisation and reclaiming of it is often thrown about loosely in India these days. Our languages hold the secrets of our civilisation. Understanding them may be a useful precondition to whatever it is we are trying to reclaim. Klara and the Sun by Kazuo Ishiguro. A peek into our future where kids are kept company by artificial friends but love still makes the world go round. The Plot by Jean Hanff Korelitz. A ‘howdunit’ that keeps you engrossed till the end though you figure out the climax two-thirds of the way. Surprising that way.The Reith Lectures: Pranay introduced them to me and I have been hooked since.The Lex Fridman Podcast: The ‘Amit Varma, Sam Harris and Russ Roberts rolled into one’ of science and tech podcasting. Long episodes (many over 5 hours) about deep tech, AI, string theory, ultramarathons, truck driving and whatever else that catches Lex’s fancy.Ideas of India by Shruti Rajagopalan: Great conversations and a much needed platform to hear from young scholars about their work on India. Newsletters: Noahopinion by Noah Smith (original and insightful) and Chartbook by Adam Tooze (the best place to find out about new books and interesting ideas). Also, Strange Loop Canon by Rohit (no idea about his last name) and SneakyArt Post by Nishant Jain - two newsletters from Indians based abroad that I found interesting. Read them.There were other books (esp fiction) and interesting podcast episodes to share but maybe some other time Pranay:Humankind: A Hopeful History challenged my Bayesian priors like no other book this year.The Quillette online magazine usually has pieces that go against the prevailing dominant narratives. Womaning in India newsletter taught me a lot. Anirban Mahapatra’s Gyandemic newsletter is full of TILs on new science findings.Your Undivided Attention Podcast convinced me that our information environment is polluted and we need to take charge of our consumption choices. Take care. Stay safe. See you in 2022. Subscribe at publicpolicy.substack.com

The Affordable Care Act reaffirmed the centrality of primary care as the foundation supporting the entire American health care system. In today's podcast, the NextGen Advisors discuss a report written in collaboration between the Robert Graham Center, the American Board of Family Medicine, and IBM Watson Health titled, "Primary care in the United States a Chartbook of Facts and Statistics". The Advisors provide their views on this interesting, updated snapshot of the state of primary care in the United States.

Allan and Darren cannot resist focusing on the escalated and seemingly personal spat between Australian PM Scott Morrison and French President Emmanuel Macron over Australia's cancellation of the French submarine contract, then followed by the launch of AUKUS. During Morrison's recent international trip, Macron called him a liar, to which the Australian side responded by leaking details of private text messages the French president had sent the PM just days prior to the announcement. In Morrison's words: “claims were made, claims were refuted”. Who is in the right/wrong here? Stepping back, what is the role of honesty and integrity, or truth and trust, in international diplomacy? How much does it matter? Along the way, Darren finds the temptation to develop a potted academic theory of a “Morrison doctrine” too strong to pass up. Let the debate begin! We thank Mitchell McIntosh for audio editing and Rory Stenning for composing our theme music.          Relevant links Cameron Stewart, “How Biden threw PM under the bus”, The Australian, 2 November 2021: https://www.theaustralian.com.au/nation/how-joe-biden-threw-scott-morrison-under-the-bus/news-story/5dde5b5f35ef17842d83a1f4d74f83a1 Samantha Maiden, “Who is really lying in Scott Morrison, Emmanuel Macron's French submarine feud”, Daily Telegraph, 2 November 2021:  https://www.dailytelegraph.com.au/business/work/who-is-really-lying-in-scott-morrison-emmanuel-macrons-french-submarine-feud/news-story/f77df0b11df50eee5d07e681a2ef749d   Phillip Coorey, “‘I don't like losing': Macron ‘knew' the subs contract was in peril”, Australian Financial Review, 1 November 2021: https://www.afr.com/politics/federal/i-don-t-like-losing-macron-knew-the-subs-contract-was-in-peril-20211101-p594xr    Stephen Dziedzic and Georgia Hitch “French ambassador says leaking of text messages between Scott Morrison and Emmanuel Macron 'unprecedented new low'”, ABC News, 3 November 2021: https://www.abc.net.au/news/2021-11-03/french-ambassador-jean-pierre-thebault-submarines/100590382   Jake Evans, “Scott Morrison refuses to apologise to President Emmanuel Macron after claims PM lied about submarine deal”, ABC News, 3 November 2021: https://www.abc.net.au/news/2021-11-03/scott-morrison-refuses-to-apologise-to-macron/100590506 Diplomacy by Harold Nicolson (Goodreads page): https://www.goodreads.com/book/show/1678410.Diplomacy Marise Payne “Inaugural Australia-France 2+2 Ministerial Consultations”, 30 August 2021: https://www.foreignminister.gov.au/minister/marise-payne/media-release/inaugural-australia-france-22-ministerial-consultations Daniel Hurst, “Scrapping submarines deal broke trust, Macron tells Australian PM”, The Guardian, 28 October 2021: https://www.theguardian.com/world/2021/oct/28/france-seeks-tangible-actions-from-australia-after-submarines-row Andrew Tillett, “Defence admits it is looking at back-up plan for French subs deal”, Australian Financial Review, 2 June 2021: https://www.afr.com/politics/federal/defence-admits-it-is-looking-at-back-up-plan-for-french-subs-deal-20210602-p57xdu Paul Kelly, “Morrison had to hurt France to get AUKUS subs deal”, The Australian, 3 November 2021: https://www.theaustralian.com.au/commentary/morrison-had-to-hurt-france-to-get-aukus-subs-deal/news-story/7e839a998e2bb7faee42334afae724ce Andrew Probyn, “Scott Morrison rejects French President's criticism over handling of scrapped submarine project”, ABC News, 1 November 2021: https://www.abc.net.au/news/2021-11-01/scott-morrison-rejects-emmanuel-macrons-accusations-of-lying/100586680 Ben Herscovitch, “Beijing to Canberra and Back” (newsletter): https://beijing2canberra.substack.com/ Adam Tooze, “Chartbook” (newsletter): https://adamtooze.substack.com/ Heather Cox Richardson, “Letters from an American” (newsletter): https://heathercoxrichardson.substack.com/ Bill Bishop, “Sinocism” (newsletter): https://sinocism.com/ Andrew Daily “The Weekly Dish” (newsletter): https://andrewsullivan.substack.com/ American Purpose (newsletter): https://www.americanpurpose.com/ Rohit, “Why do we dislike rules so much”, Strange Loop Cannon (newsletter), 7 September 2021: https://www.strangeloopcanon.com/p/why-do-we-dislike-rules-so-much

This episode discusses OHE's new Chartbook on LGB Veteran Health and what the VA is doing to ensure that Veterans, regardless of their sexual and gender identities, do not experience disparities in health outcomes.

“The world discovered that John Maynard Keynes was right when he declared during World War II that ‘anything we can actually do, we can afford,'” writes Adam Tooze. “Budget constraints don't seem to exist; money is a mere technicality. The hard limits of financial sustainability, policed, we used to think, by ferocious bond markets, were blurred by the 2008 financial crisis. In 2020, they were erased.”Tooze is an economic historian at Columbia University, co-hosts the podcast “Ones and Tooze,” writes the brilliant Chartbook blog and is the author of “Crashed,” the single best history of the 2008 financial crisis. He's now out with a new book, “Shutdown: How Covid Shook the World's Economy,” which tells the story of the unprecedented global economic response to the pandemic.The central thread of Tooze's work is how the past decade of crises has upended many of the core assumptions that have guided economic policymaking for the past 50 years — including ones that many contemporary economists and policymakers continue to cling to. So that's what we mainly talk about here. But we also discuss how the boundaries of acceptable thought in the economics profession are policed, the actual risk of runaway inflation, the limits of green monetary policy, the fight over Jerome Powell's reappointment as Fed chair, what the Covid crisis reveals about our ability to respond to the climate crisis, the need for a supply-side progressivism and more.Mentioned: “Declining worker power and American economic performance” by Anna Stansbury and Larry Summers “The green swan: Central banking and financial stability in the age of climate change”Book recommendations: The Deficit Myth by Stephanie KeltonStalingrad by Vasily GrossmanEssays in Persuasion by John Maynard KeynesYou can find transcripts (posted midday) and more episodes of "The Ezra Klein Show" at nytimes.com/ezra-klein-podcast, and you can find Ezra on Twitter @ezraklein. Book recommendations from all our guests are listed at https://www.nytimes.com/article/ezra-klein-show-book-recs.Thoughts? Guest suggestions? Email us at ezrakleinshow@nytimes.com.“The Ezra Klein Show” is produced by Annie Galvin, Jeff Geld and Rogé Karma; fact-checking by Michelle Harris; original music by Isaac Jones; mixing by Jeff Geld, audience strategy by Shannon Busta. Special thanks to Kristin Lin.

John interviews Adam Tooze, a historian, the author of five books on economic history, and a professor at Columbia University, where he is the director of the interdisciplinary European Institute. Adam also writes a newsletter, “Chartbook,” which in its own words, reports on "economic data, images, stories that matter."Adam's two latest books deal with the major economic crises of the past two decades. “Crashed” looks back at the global financial crisis of 2007 and 2008, and explains both its causes and the rescue plan that got us out of it – though not without eroding democracies around the world. The newly-released “Shutdown” analyzes the COVID-19 pandemic's effects on the world economy.John and Adam talk about both crises, their differences, and the mystical workings of the repo market. See acast.com/privacy for privacy and opt-out information.

The Appalachian Regional Commission released their most recent Chartbook for 2015-2019 to highlight the changing numbers in education rates, economic disparity, and poverty rates. The report is very extensive and in this episode we do a high overview of the numbers.  Also, on this day in history Ronald Reagan gave his famous "Tear down this wall..." speech in Berlin, Germany.  #Appalachia #Appalachianhistory #AppalachainEconomy www.facebook.com/supportappalachia www.supportappalachia.org