Podcasts about deglobalization

Macro strategist Mike Medeiros joins host Amar Reganti to dissect the Trump administration's policy moves to date and what they may mean for the US economy going forward.2:35 - What would happen under full tariffs?4:20 - Historical path to deglobalization5:45 - Impact of tariffs on inflation and growth9:00 - Has DOGE been effective?10:55 - Reconciliation bill trajectory and effects16:00 - What are policymakers missing?

In this week's episode of The Impact Farming Show, Tracy speaks with Damian Mason on “The Next Farm Crisis: Tariffs, Trade Wars, Land Bubbles, Oversupply & Deglobalization.” Does history repeat itself?  Well, it may not repeat itself exactly, but our current economic environment is showing many similarities to the farm crisis of the 1970s and 1980s. Don't miss this thought-provoking conversation.  Conversation Time Stamps [0:00] - Introduction [1:40] - Is agriculture history repeating itself, with similarities from the 70s and 80s? [3:39] - The political, economic, trade, and productive climates are very similar to the 70s and 80s.  [3:45] - Anyone in agriculture that is around 40 year olds only knows the golden age of North American agriculture. This is dangerous. [4:10] - 80's were terrible. Damian shares about the 80s land values dropping, farm bankruptcies and farms so far upside down that the bank refused to foreclose. [6:17] - So, are we as bad as the 1980s? No, but Damian makes some startling comparisons that will raise a few eyebrows.  [6:20] - What got us into the 80s farm crisis? Inflation, global strife, trade fights, oversupply, and uncertainty. We are facing all the same economic conditions right now. [8:31] - The World is vastly oversupplied, and this is being reflected in price and trade wars. [9:07] - Asset run-up is another factor. Land is at near record highs, as it was in the 1980s. [9:54] - Supply and demand. Tracy asks, “Are we still feeding a growing World, Damian?” [11:18] - Industrialization, innovation, and incredible yield advancement have outpaced population growth. [12:20] - North American 20 to 25 year “up cycle” in demand for agriculture products. [12:54] - We have reached productive capacity, and population growth is heading towards decline. [15:40] - Misleading messaging to farmers. “Feeding the growing World” is no longer accurate and is a dangerously misleading statement for farmers considering farm growth or not. [18:40] - PIK program from the 80s. Subsidizing farmers to reduce agricultural production in dairy, corn, etc. [19:36] - Vastly oversupplied right now. This is a similar tune to 80's over supply. [20:00] - Caution to 40 and 50-year-old farmers on future agriculture and farm growth. [22:38] - “If you got the dirt, you cannot get hurt.” A younger generation is banking on land, which could never possibly decrease in value. [24:40] - Are we in a very different time in history? Attempting change of World powers. [26:07] - Deglobalization versus globalization. [27:28] - Trade wars, protectionism, tariffs, and de-globalization are one interconnected conversation. [28:30] - European agriculture protectionism. [29:50] - USA protectionism. Started long before Trump.  [31:00] - Canadian protectionism: Canadian poultry and dairy supply management is protectionism. Pros and cons. [34:00] - Damian predicts supply management is coming to American agriculture. [36:40] - So what's the answer? [37:00] - Just open new markets. The consumers are already being fed. No one is going unserved. [38:00] - We are now all fighting for the same consumer. No new consumers. [39:00] - Is this the new normal? What do farmers need to have on their radar? [39:30] - Damian predicts indefinite trade spats for the foreseeable future.  [44:00] - Damian, what advice would you give to a 28-year-old young farmer who wants to expand the farm? If you want a thought-provoking and non-mainstream conversation, don't miss this episode! Thanks for tuning in, Tracy =================================

In this episode, Sarah Williamson speaks with Brookfield's Connor Teskey on several key trends affecting the global economy, investment strategies, and the role of private capital in shaping the future, ranging from technological advancements and decarbonization to the growing importance of private real assets. This discussion offers valuable insights into the opportunities and challenges investors face in a rapidly changing global landscape.Topics include:[00:05:00]– The role of technology in investment and AI's emerging influence on industries like energy, transportation, and manufacturing.[00:09:30]– Renewables, particularly onshore wind, solar, and battery storage as the dominant low-cost energy solutions, and the geopolitical benefits of domestic renewable energy sources.[00:19:00]– Short-term vs. long-term investment horizon and the stability of real assets during periods of market volatility.[00:24:00]– Liquidity in real assets, and the growing investor interest in real assets for their inflation-hedging and stabilizing qualities.[00:28:00]– Growth of private capital, particularly the shift towards partnerships with large corporations.[00:34:00]– Future trends in asset allocation, market volatility, and how private markets will continue to expand.

Strategists Thomas Mucha and Nick Wylenzek discuss the regime shift in European markets, focusing on deglobalization, tighter monetary policy, and increased government intervention. They explore the impacts on sectors like defense, energy, and the evolving relationship with China.Key topics:1:45 - Unpacking the European economic regime shift7:00 - Alpha potential of European markets9:15 - National security concerns among EU governments12:50 - A potential NATO split?15:20 - Sector outlooks for European equities16:45 - Europe and China relations

In this week's Talking Wealth podcast, Fil discusses deglobalization and how this dynamic will directly impact Australia's high interest rates in the future. This is not the first time the world has deglobalized and while history may not exactly repeat itself, it will have a significant impact. He also shares what you need to do to thrive in this environment.

In this week's Talking Wealth podcast, Fil discusses deglobalization and how this dynamic will directly impact Australia's high interest rates in the future. This is not the first time the world has deglobalized and while history may not exactly repeat itself, it will have a significant impact. He also shares what you need to do to thrive in this environment.

ชมวิดีโอ EP นี้ใน YouTube เพื่อประสบการณ์การรับชมที่ดีที่สุด ชัดเจนแล้วว่า ‘โดนัลด์ ทรัมป์' คือประธานาธิบดีคนที่ 47 ของสหรัฐอเมริกา พร้อมด้วยชัยชนะทั้งสภาสูงและสภาล่าง ทั้งหมดยิ่งสะท้อนให้เห็นว่านโยบายต่างๆ ของทรัมป์จะเกิดขึ้นอย่างรุนแรงและรวดเร็ว อย่างไรก็ตาม นัยสำคัญของเหตุการณ์นี้กลับมีมิติอันหลากหลายที่ต้องทำความเข้าใจไม่ว่าจะเป็น ชัยชนะที่สะท้อนการหวนคืนของกระแสความคิดปีกขวาแห่งศตวรรษที่ 21 หรือการอยู่บนโลกใหม่ที่สวนทางโลกาภิวัตน์ นำไปสู่กำแพงภาษีและการกีดกันทางการค้า  Executive Espresso เอพิโสดนี้ ชวนคุณอ่านอนาคตโลกและผลกระทบต่อไทยหลังชัยชนะของ โดนัลด์ ทรัมป์ กับ ศาสตราจารย์กิตติคุณ ดร.สุรชาติ บำรุงสุข พร้อมด้วย ดร.ปิยศักดิ์ มานะสันต์ หัวหน้านักวิจัยเศรษฐกิจ ฝ่ายกลยุทธ์การลงทุน บริษัทหลักทรัพย์ อินโนเวสท์ เอกซ์ จำกัด เพื่อให้คุณก้าวทันความเปลี่ยนแปลงทั้งมิติของภูมิรัฐศาสตร์ ตลาดเงิน ตลาดทุน และคว้าโอกาสในโลก Deglobalization

ชัดเจนแล้วว่า ‘โดนัลด์ ทรัมป์' คือประธานาธิบดีคนที่ 47 ของสหรัฐอเมริกา พร้อมด้วยชัยชนะทั้งสภาสูงและสภาล่าง ทั้งหมดยิ่งสะท้อนให้เห็นว่านโยบายต่างๆ ของทรัมป์จะเกิดขึ้นอย่างรุนแรงและรวดเร็ว อย่างไรก็ตาม นัยสำคัญของเหตุการณ์นี้กลับมีมิติอันหลากหลายที่ต้องทำความเข้าใจไม่ว่าจะเป็น ชัยชนะที่สะท้อนการหวนคืนของกระแสความคิดปีกขวาแห่งศตวรรษที่ 21 หรือการอยู่บนโลกใหม่ที่สวนทางโลกาภิวัตน์ นำไปสู่กำแพงภาษีและการกีดกันทางการค้า Executive Espresso เอพิโสดนี้ ชวนคุณอ่านอนาคตโลกและผลกระทบต่อไทยหลังชัยชนะของ โดนัลด์ ทรัมป์ กับ ศาสตราจารย์กิตติคุณ ดร.สุรชาติ บำรุงสุข พร้อมด้วย ดร.ปิยศักดิ์ มานะสันต์ หัวหน้านักวิจัยเศรษฐกิจ ฝ่ายกลยุทธ์การลงทุน บริษัทหลักทรัพย์ อินโนเวสท์ เอกซ์ จำกัด เพื่อให้คุณก้าวทันความเปลี่ยนแปลงทั้งมิติของภูมิรัฐศาสตร์ ตลาดเงิน ตลาดทุน และคว้าโอกาสในโลก Deglobalization

State Street Chairman & CEO Ron O'Hanley discusses deglobalization and catering to Middle Eastern clients with Bloomberg's Joumanna Bercetche in Riyadh.See omnystudio.com/listener for privacy information.

Unlock the secrets of financial markets and discover how macro hedge fund liquidations can trigger market downturns and rallies. Hear from Dan Gallagher, a finance veteran with 50 years of experience, who shares his invaluable insights as a coach for financial advisors. Learn why expertise in taxes could be more vital than investment knowledge for high net worth clients, and understand the hurdles financial advisors face in growing their clientele.Explore the seismic shift from globalization to deglobalization and its disruptive effects on financial markets. We traverse the history from the Bretton Woods Agreement to today's complex yen carry trade. Delve into Japan's unique economic circumstances and the potential cataclysms that rising interest rates might unleash. Speculate on the future of currencies and the provocative idea of bartering systems as the world adapts to deglobalization.Prepare yourself for uncertain times with expert strategies from Danny, a specialist in trader strategies. Understand the intricate dynamics of global finance, from Japan's influence on the S&P 500 to the strategic maneuvers of central banks like the Federal Reserve and the Bank of Japan. Gain actionable insights on asset allocation, the role of gold, and the importance of cautious investment. Plus, get to know Danny's journey into social media and how you can connect with him for tailored coaching advice.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Globalization has allowed us (meaning humans as a species) to make some of the worst lands farmable, inhabitable, and even prosperous. But what happens to global food exports when globalization ends? Full Newsletter: https://mailchi.mp/zeihan/deglobalizations-impact-on-global-food-exports

The financial industry grapples with the question of who should bear the cost of scam-induced fraud losses: consumers or banks. Authorized push payment (APP) fraud presents unique challenges for fraud detection systems, as victims unwittingly authorize transactions. Financial institutions are implementing advanced technologies and strategies to combat these scams, while regulators explore new policies to protect consumers and hold banks accountable in the evolving digital banking landscape. Today's Stocks & Topics: SNOW - Snowflake Inc., Market Wrap, SWK - Stanley Black & Decker Inc., BROS - Dutch Bros Inc., Fraud Detection: Who Should Cover Scam Losses—Banks or Consumers?, CELH - Celsius Holdings Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, Fossil Fuel, NEM - Newmont Corp., Deglobalization, REPX - Riley Exploration Permian Inc., JXN- Jackson Financial Inc., GD - General Dynamics Corp.Our Sponsors:* Check out Moorings: moorings.com* Check out eBay Auto: www.ebay.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Bitcoin & Markets: Macro, money, geopolitics and news Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!  Links Report https://www.bitcoinandmarkets.com/r298/ Full write up and charts https://bitcoinandmarkets.com/e384 YouTube: https://www.youtube.com/@btcmarketupdate Rumble: https://rumble.com/c/BTCandMarkets Twitter https://twitter.com/AnselLindner Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2 Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content of Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics

This episode of the Mobile Dev Memo podcast is a spoken essay and not an interview. In the episode, I discuss the European Commission's preliminary finding that Meta's use of the "Pay or Okay" model violates the Digital Markets Act, and I relate that decision to the broader trend of digital deglobalization.

Deglobalization, reglobalization, decoupling, de-risking, reshoring friend-shoring, export bans, tariffs and sanctions - is global trade going into reverse, or simply into a new phase? As the World Economic Forum hosts the Annual Meeting of the New Champions in China, we ask an expert about the state of global trade and where it might be heading. Guest: Simon Evenett, founder of the . Links: Annual Meeting of the New Champions - Next Frontiers for Growth, 25–27 June, 2024, Dalian, China: Geopolitical Rivalry and Business: 10 Recommendations for Policy Design: Forum's Global Future Council on the Future of Trade and Investment: Centre for Regions, Trade & Geopolitics: Related podcasts: Check out all our podcasts on : - - : - : - : Join the :

Deglobalization, reglobalization, decoupling, de-risking, reshoring friend-shoring, export bans, tariffs and sanctions - is global trade going into reverse, or simply into a new phase? As the World Economic Forum hosts the Annual Meeting of the New Champions in China, we ask an expert about the state of global trade and where it might be heading. Guest: Simon Evenett, founder of the St. Gallen Endowment for Prosperity Through Trade. Links: Annual Meeting of the New Champions - Next Frontiers for Growth, 25–27 June, 2024, Dalian, China: wef.ch/amnc24 Geopolitical Rivalry and Business: 10 Recommendations for Policy Design: https://wef.ch/geopolitics-business Forum's Global Future Council on the Future of Trade and Investment: https://www.weforum.org/communities/gfc-on-trade-and-investment/ Centre for Regions, Trade & Geopolitics: https://centres.weforum.org/centre-for-regions-trade-and-geopolitics/home Related podcasts: Recharging Growth in China Why it's time for the 'middle powers' to step up on geopolitics Special Meeting 2024: What Kind of Growth Do We Need? 3 shifts all effective collaborators make Check out all our podcasts on wef.ch/podcasts: YouTube: - https://www.youtube.com/@wef/podcasts Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552 Join the World Economic Forum Podcast Club: https://www.facebook.com/groups/wefpodcastclub

In this Business English News lesson on the trend toward deglobalization, we look at business English vocabulary related to economics and global trade. The past few years have been a very interesting time for the world economy. A pandemic has exposed the vulnerabilities of global supply chains. Geopolitical tensions around the world have intensified, stoking […] >>> The post Business English News 56 – Deglobalization first appeared on Business English Pod :: Learn Business English Online.

In this episode of "The Patti Brennan Show," host Patti Brennan continues her conversation with Johanna Kyrklund, Chief Investment Officer at Schroders, who shares her insights on the economy and the paradigm shift known as the 3D Reset. This is part 2 of a two-part series.  Kyrklund discusses the three key trends shaping the economic landscape: demographics, decarbonization – focused on climate change, and deglobalization. She explains how these factors are leading to a new investment regime characterized by a shift in the trade-off between growth and inflation. Kyrklund points out that interest rates are fundamental to how everything is priced in the financial world, which results in big implications on how investors will manage their money.  Patti and Johanna also discuss proper asset allocations between US and International investment tools based on the 3D Reset.

In his second appearance on the podcast (the first was December 6, 2022), Peter Zeihan, a geopolitical strategist and the author of four books, including most recently, The End of the World is Just the Beginning, talks about deglobalization, demographics, and why he still believes “the American system will thrive.” In addition, he discusses the catastrophic decline of Germany's industrial sector, the “exorbitant privilege” the U.S. dollar has as the world's reserve currency, and why, in his view, China is facing “national oblivion.” (Recorded February 22, 2024.)

Simply Wall St Market Insights for the week ending 28th January 2024. To read the full article: ⁠Mexico: The Deglobalization Winner Of 2024 Create a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FREE account for Simply Wall St⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to get access to these insights, and fundamental analysis on tens of thousands of stocks all over in the world! Our 6-part "⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠How to invest like the best⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠" series.

In this episode we review our outlook article Geopolitical Risk Dashboard: A New World, which appears in our report Outlook 2024: Embracing Change (report, video, and webinar replay). To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

Embark on a riveting exploration of America's monetary evolution and the Secret Service's pivotal role in it. This episode peels back the curtain on the transition from a gold-backed currency to our modern-day fiat system, guided by critical legislation and the Secret Service's expanding mandate. We delve into the allegorical "The Wizard of Oz" to shed light on economic debates that still resonate today. Let's navigate the murky waters of political apathy and dissect why the major political parties seem to be floundering with their base in an all-important election year, examining internal strategies, candidate squabbles, and the potential for alliances in the ever-dynamic political landscape.Uncover the historical shift from state bank-issued currency to centralized fiat money, under the watchful eye of the Secret Service. We trace the origins from the National Banking Acts and the birth of the IRS to the agency's adaptation post-presidential assassinations, which altered its course. The episode illuminates the intersection of protection and promotion of U.S. currency, capturing the essence of our move away from sound money principles. At the heart of this chapter is the enduring power play between personal freedom and financial regulation, scrutinizing the implications of hiring new IRS agents and the vital need for a shield against overreach.Prepare for lift-off as we preview our upcoming UFO series and share tantalizing tidbits from our exclusive interview with Don Jeffries. His insights from his latest book promise to elevate the weekend with a touch of the unexplained and unexplored. Monday brings the wise wolf golden crypto show, ensuring your podcast playlist remains charged with provocative and enlightening discussions. From uncovering the extraordinary to challenging the status quo, this weekend release with Arterburn News at the helm is your ticket to the forefront of thought-provoking content.

Deglobalization, the need for affordable housing, and post-COVID "new normal" trends in how we live, work, and play are shaping today's real estate business. In this episode, Brookfield veterans Brian Kingston, the Chief Executive Officer of Brookfield's Real Estate business, and Lowell Baron, President and Chief Investment Officer of Brookfield's Real Estate Group, help unpack the lay of the land on the real estate industry, what's driving growth, and what the future of the business looks like.Please read this disclaimer (http://brookfield.com/podcast-disclaimer) before listening.

A surprise to the upside has continued to delight investors and confound experts throughout 2023. But despite the current giddy growth, gathering headwinds are likely to bring the economy back to a more rational place in the new year. In this episode of 3D Report, Chief Investment Officer Ryan Caldwell and Chief U.S. Economist Lara Rhame examine the yield curve, household spending, movements in Washington and more to tell us where markets are at the end of Q4 and what investors could see in Q1 and beyond.

Multi asset strategist Nick Samouilhan joins host Thomas Mucha to discuss managing multi-asset portfolios in today's increasingly complex economic and geopolitical environment, including highlighting his latest research on income generation.2:00 - Path to multi-asset investing: South Africa and economics4:15 – Allocators' shifting challenges7:00 – New income-generation research9:45 – The income balancing act12:20 – Deep dive on multi-asset research15:30 – Recent research: Value versus growth and active management18:30 – Correlation between equities and bonds19:50 – Navigating change with frameworks: Inflation and regulatory risk22:25 – Effect of geopolitical risk

In a year of mixed economic signals, Curtis Dubay, Chief Economist at the U.S. Chamber of Commerce, offers some clarity and what businesses can expect in 2024. We discuss the current and future job market—and AI's role in it. Plus, the impact of deglobalization. In this episode:Are recession fears receding?Reconciling a strong job market with tech industry layoffsWorkforce shortagesWhat will the future workforce look like?Deglobalization's impact on businessesLeveraging AI to fill a workforce shortageHow businesses will manage riskU.S. tax and regulatory environment impact on 2024Causes of current inflationEconomic outlook for 2024 and 2025Don't forget to check out our new video podcast, This is AI:Apple Podcasts: https://podcasts.apple.com/us/podcast/this-is-digital/id1648757398YouTube: https://www.youtube.com/playlist?list=PLsJ11mYrTYBGJrQGWBV-W5lLtlpScia1z

The Commstock Report: Thursday, October 19th, 2023.  To get the full report, please sign up using the link below:   https://commstock.com/membership-account/membership-levels/Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

If you've read my latest book, you know that a driving force behind deglobalization is the US Navy stepping away from its role as patroller of the world's oceans. Full Newsletter: https://mailchi.mp/zeihan/deglobalization-the-us-navys-withdrawl-as-global-protector

The fast approaching federal government shutdown is top of mind on this week's podcast. Mark and Cris consider how the shutdown may play out and the economic consequences. Two other colleagues, Steve Cochrane and Stefan Angrick, then join the conversation to assess the all important Chinese and Japanese economies. Are the economic fortunes of these two massive economies flip-flopping?For China and Japan: Facing History, a book outlining the strained historical relationship between these two countries, click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

In this re-run of Best of Panic, I had been dying to get Jan on the podcast. After my brief podcast break, I decided to have a lot of my friends on – people I like talking to about markets. Jan will always be one of those people. He's super smart and well educated. I'm in the lucky position where I don't have to be in the market, but because I'm fascinated by markets, started Stocktwits, love talking about them, and want to continue banging out some alpha, I invited Jan on the podcast.  We had a great discussion about debt. We talk about money flows, and while Jan wasn't the earliest, but early enough with directionally putting his firm on a path towards crypto, he had a lot of neat insights there as well. As was true then and is true now, people need to be thinking about the market in just a little different way than what worked in the past.  Guest - Jan van Eck, CEO at VanEck Securities Corporation  howardlindzon.com, vaneck.com  Twitter: @howardlindzon, @PanicwFriends, @JanvanEck3, @VanEck_US, @knutjensen  linkedin.com/in/janfvaneck #fintech #invest #investment #venturecapital #stockmarket #finance  Show Notes: Introduction (00:39) Welcome Jan (04:02) Growing a mature business (04:52) History is a teacher (07:73) Becoming a ‘Macro Structuralist' (12:58) Lessons from the 1970s (14:49) The right way to view inflation (15:17) Bonds outperform stocks (16:54) Will the Fed pivot? (19:12) The ETF business (24:49) Crypto-related ETNs (27:21) China growth & demographics (28:40) Getting smarter on Brazil (29:04) Web3 (30:18) Thoughts on Wealthtech (34:08) What if 60/40 is wrong? (35:10) Jan argues Howard's book (39:23) People care about performance (39:42)  Why Jan invested with Howard (40:46) Diseconomies of scale (41:45) The future of ETFs (43:33) Cherry-picking in public markets (46:11) Jan's favorite podcasts (47:44) Wrapping up (50:16) Closing thoughts (51:37) 

Head of Investment Research Mary Pryshlak joins host Thomas Mucha to discuss the evolution of research in the asset management industry amid shifting market, technological, and geopolitical environments.  Key topics:1:40 – Career as a global industry analyst3:00 – Differentiated investment research5:15 – How research is evolving6:50 – Industry-specific investment processes8:30 – Investment outlook11:00 – How deglobalization impacts research14:30 – Collaboration examples: AI and the banking crisis17:10 – Filtering out the noise18:45 – Personal observations

Aug 29, 2023 – FS Insider speaks with banking and derivatives expert Satyajit Das, named by Bloomberg as one of the most influential thinkers in finance, to discuss the longer-term geopolitical forces driving both deglobalization...

Chase pinch hits for Rob in CI's weekly update with Jacob. Chase offers a sober take on inflation, before Jacob and Chase explain their bullishness on natural gas and energy in general for the rest of the year. They close with an examination of Japan's recent moves – and explore how deglobalization is affecting both Japan and China in tandem.--Timestamps:(00:00) - Introduction(01:20) - Inflation(10:08) - Jerome's Take(15:05) - Chinese Deflation(20:00) - Higher Commodities(22:30) - Natural Gas(33:50) - Coal(42:00) - Cannabis(43:40) - Telecom and 5G(45:16) - Japan Update(56:13) - China and Japan's Relationship(01:00:30) - China's Economy--CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/CI Website: https://cognitive.investmentsCI Twitter: https://twitter.com/CognitiveInvestJacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/Jacob Twitter: https://twitter.com/JacobShapSubscribe to the Newsletter: https://investments.us17.list-manage.com/subscribe?u=156086d89c91a42d264546df7&id=4e31ca1340--Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients' material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).--Referenced In The Show:--Disclaimer: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.This podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacyPodtrac - https://analytics.podtrac.com/privacy-policy-gdrp

The first half of the year is what happens when Wall Street predicts a recession that doesn't materialize: Exuberant upside surprise and massive valuation lift. But while today's markets remain doggedly optimistic, forward-looking indicators are forecasting headwinds in the near future.  In this episode of the 3D Report, Chief Investment Officer Ryan Caldwell and Chief U.S. Economist Lara Rhame dive into where markets are at the end of Q2 and where key indicators suggest they're headed. 

You can sign up to HC Insider content, including though pieces and future reviews here:Download the market review hereFor more information on HC Group and our services visit www.hcgroup.global

If you are looking for financial advice, that's not what I do.  But I do share with people what I'm doing from a holistic position on my own investments, and this episode will cover some major strategic shifts I'm doing in light of new technologies and changing macro dynamics.  So settle back and relax and I'll share what I'm looking down the barrel at.

If you are looking for financial advice, that's not what I do.  But I do share with people what I'm doing from a holistic position on my own investments, and this episode will cover some major strategic shifts I'm doing in light of new technologies and changing macro dynamics.  So settle back and relax and I'll share what I'm looking down the barrel at.

If you are looking for financial advice, that's not what I do.  But I do share with people what I'm doing from a holistic position on my own investments, and this episode will cover some major strategic shifts I'm doing in light of new technologies and changing macro dynamics.  So settle back and relax and I'll share what I'm looking down the barrel at.

If you are looking for financial advice, that's not what I do.  But I do share with people what I'm doing from a holistic position on my own investments, and this episode will cover some major strategic shifts I'm doing in light of new technologies and changing macro dynamics.  So settle back and relax and I'll share what I'm looking down the barrel at.

If you are looking for financial advice, that's not what I do.  But I do share with people what I'm doing from a holistic position on my own investments, and this episode will cover some major strategic shifts I'm doing in light of new technologies and changing macro dynamics.  So settle back and relax and I'll share what I'm looking down the barrel at.

If you are looking for financial advice, that's not what I do.  But I do share with people what I'm doing from a holistic position on my own investments, and this episode will cover some major strategic shifts I'm doing in light of new technologies and changing macro dynamics.  So settle back and relax and I'll share what I'm looking down the barrel at.

If you are looking for financial advice, that's not what I do.  But I do share with people what I'm doing from a holistic position on my own investments, and this episode will cover some major strategic shifts I'm doing in light of new technologies and changing macro dynamics.  So settle back and relax and I'll share what I'm looking down the barrel at.

If you are looking for financial advice, that's not what I do.  But I do share with people what I'm doing from a holistic position on my own investments, and this episode will cover some major strategic shifts I'm doing in light of new technologies and changing macro dynamics.  So settle back and relax and I'll share what I'm looking down the barrel at.

If you are looking for financial advice, that's not what I do.  But I do share with people what I'm doing from a holistic position on my own investments, and this episode will cover some major strategic shifts I'm doing in light of new technologies and changing macro dynamics.  So settle back and relax and I'll share what I'm looking down the barrel at.

If you are looking for financial advice, that's not what I do.  But I do share with people what I'm doing from a holistic position on my own investments, and this episode will cover some major strategic shifts I'm doing in light of new technologies and changing macro dynamics.  So settle back and relax and I'll share what I'm looking down the barrel at.

If you are looking for financial advice, that's not what I do.  But I do share with people what I'm doing from a holistic position on my own investments, and this episode will cover some major strategic shifts I'm doing in light of new technologies and changing macro dynamics.  So settle back and relax and I'll share what I'm looking down the barrel at.

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On todays episode Nick Glinsman Co-Founder at Malmgren-Glinsman Partners joins the show for a discussion on the current global macro outlook in 2023 as we enter the second half of the year. While central banks continue to fight fiscal driven inflation using monetary policy, Nick argues that financial conditions are still too loose as markets continue to rally, credit remains contained & most importantly the labor market remains near record low unemployment. After taking us on a global tour of the inflation situation in the U.S, U.K & Europe Nick shares why China is actually battling deflation, and what the path ahead for the PBOC could look like. To hear all this & more, you'll have to tune in! -- Follow Nick: https://twitter.com/nglinsman  Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Referenced In The Show: Malmgren Institute LLC: https://d5d0c2-2.myshopify.com/ -- Timestamps: (00:00) Introduction (00:33) The Labour Market Remains Strong... For Now (09:53) Quantitative Tightening & Liquidity (15:09) Permissionless II Ad (15:58) The Fed's Stuck Between A Rock & A Hard Place (16:40) An Update On The March Banking Turmoil (22:00) The Power Of Fiscal Policy (23:54) Debt, Demographics & Deglobalization (28:57) Is The UK Economy In Crisis? (38:35) Research Ad (39:24) Further Risks For Private Equity? (41:04) Why Is China Battling Deflation (51:44) Is China's Liquidity Impulse Really Stimulative? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Analysts cited a ”‘rapidly deteriorating operating environment” despite regulators' efforts to shore up the industry.(They say that other institutions with unrealized losses or uninsured depositors still could be at risk.) Today's Stocks & Topics: SCHP - Schwab U.S. TIPs ETF, SVOL - Simplify Volatility Premium ETF, ORI - Old Republic International Corp., WRB - W.R. Berkley Corp., IP - International Paper Co., CCL - Carnival Corp., Shale Industry, Gold & Silver, The Fed and Interest Rates, STLD - Steel Dynamics Inc., Deglobalization.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Jason is still in Japan with gently falling snow as his backdrop. And today, if you are expecting a housing market crash, don't hold your breath! Jason references Mike of Altos Research showing how inventory is very low and the trend is not changing anytime soon! Jason also finishes his interview with Neal Bawa, CEO / Founder at UGro and Grocapitus, two commercial real estate investment companies. Neal's companies use cutting edge real estate analytics technology to source and acquire OR build large Commercial properties across the U.S., for over 800 investors. Current portfolio over 4800 units, with an AUM value (upon completion) of over $1 Billion. Neal believes that we are at a turning point, where traditional commercial real estate will combine with Proptech and Fintech technology disruptors, and will truly reach it's potential as a tradable, highly liquid asset class that will rival and eventually beat the stock market in its size and scope. He also believes that the Build-to-rent will become a much larger and more profitable part of the Multifamily asset class over the next 5 years, due to its uniquely desirable characteristics. Neal's vision is to combine the Build-to-rent asset class with fractionalization to democratize commercial real estate.   Key Takeaways: Jason's editorial 1:28 Greetings from Japan! Neal Bawa is back for part 2 of his interview 2:58 Mike of Altos Research 5:04 Many sellers are refusing to sell their homes Neal Bawa interview 6:43 Demographics and the 'overstated' housing shortage 7:28 US immigration and China's appalling demographics 8:21 On this one we disagree: immigration 10:14 The booming middle class around the world 11:06 Technology and the gap that will widen again 12:13 The rise of the middle class and the looming asset shortage 17:54 Deglobalization of the world, America's Re-industrialization and the role of Mexico 20:27 Massive shift in imports and self-driving trucks  22:27 AI and the coming massive technologies  24:43 The true self-driving vehicle in the decade to come; Transportation As A Service (TAAS) 28:06 The need for raw materials and labor will diminish 29:50 Location, location, location- NOT anymore   Quotables: "With the rising middle class, where are all the assets?" - Jeremy Siegel "I think the housing shortage ends sometime in the 2030s" - Neal Bawa "Software is eating the world." - Jason Hartman   Mentioned: Alan Turing: The Turing Test   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

For a period of time, going global just seemed to make sense. But with China's rise, Covid-19, and the war in Ukraine, words like “localnomics,” “friends-shoring,” and “decoupling” have helped codify a growing movement that calls for less interdependence between economies. Those in favor of a more “deglobalized” system of trade argue that it is not only more environmentally friendly and responsive to regional needs, but also less of a driver of income inequality. Indeed, globalization's three-decade trend of trade growing at twice the speed of the world economy has not lifted all boats, they argue. For many, including middle income populations in the industrialized west, it has backfired. Deglobalization is a welcome a shift. Others disagree. Globalization's virtues are unmistakable, they say, resulting in less poverty and higher incomes across the world. People once cut off from markets benefit from new connections in commerce, culture, and communications. For them, it has not backfired. In fact, in the face of political challenges and volatile markets, more regionally-focused trade constitutes a dangerous circling of the wagons. In this context, we ask the question: Has Globalization Backfired?    John Donvan, Host and Moderator, Intelligence Squared U.S.   Arguing “YES” – Rana Foroohar, Global Business Columnist, Financial Times; Author, “Homecoming: The Path To Prosperity In A Post-Global World”     Arguing “NO” – Parag Khanna, Founder & CEO of Climate Alpha and Founder & Managing Partner of FutureMap Learn more about your ad choices. Visit megaphone.fm/adchoices