Podcasts about global economics

It's Monday! At the top of the show we discuss the Trump administration's deployment of the national guard to LA amid protests over ICE raids there. After that, Sam and Emma welcome Eddie Fishman to discuss his book author Chokepoints: American Power in the Age of Economic Warfare. Get your copy of his book here: https://www.penguinrandomhouse.com/books/726149/chokepoints-by-edward-fishman/ In the Fun Half, the Israeli military has detained the 12 activists from the Gaza freedom flotilla and is forcing them to watch videos from October 7th for some reason. We hear part of an interview Abby Martin did with one of the Madleen's crew members Thiago Da Vila. In Tel Aviv, thousands turned out for a protest holding pictures of kids who have been killed in Gaza since October 7th. After that, White House Jack-of-all-trade Stephen Miller is now doing economic analysis of the Big Beautiful Bill. Become a member at JoinTheMajorityReport.com: https://fans.fm/majority/join Follow us on TikTok here!: https://www.tiktok.com/@majorityreportfm Check us out on Twitch here!: https://www.twitch.tv/themajorityreport Find our Rumble stream here!: https://rumble.com/user/majorityreport Check out our alt YouTube channel here!: https://www.youtube.com/majorityreportlive Gift a Majority Report subscription here: https://fans.fm/majority/gift Subscribe to the ESVN YouTube channel here: https://www.youtube.com/esvnshow Subscribe to the AMQuickie newsletter here: https://am-quickie.ghost.io/ Join the Majority Report Discord! https://majoritydiscord.com/ Get all your MR merch at our store: https://shop.majorityreportradio.com/ Get the free Majority Report App!: https://majority.fm/app Go to https://JustCoffee.coop and use coupon code majority to get 10% off your purchase! Check out today's sponsors: JUST COFFEE: Go to https://JustCoffee.coop and use coupon code MAJORITY for 10% off your purchase! PROLON: https://ProlonLife.com/majority Get 15% off sitewide plus a $40 bonus gift when you subscribe to their 5-Day Nutrition Program BLUELAND: Blueland has a special offer for listeners. Right now, get 15% off your first order by going to https://Blueland.com/majority Follow the Majority Report crew on Twitter: @SamSeder @EmmaVigeland @MattLech @RussFinkelstein Check out Russ' podcast the New Yorker Political Scene Scene: https://rss.com/podcasts/newyorkerpoliticalscenescene/ Check out Matt's show, Left Reckoning, on Youtube, and subscribe on Patreon! https://www.patreon.com/leftreckoning Check out Matt Binder's YouTube channel: https://www.youtube.com/mattbinder Subscribe to Brandon's show The Discourse on Patreon! https://www.patreon.com/ExpandTheDiscourse Check out Ava Raiza's music here! https://avaraiza.bandcamp.com/ The Majority Report with Sam Seder – https://majorityreportradio.com/

In this episode of the Born Primitive podcast, Bear and Tony dive into the complex landscape of tariffs, global economics, and political discourse, offering both macro-level insight and personal experience. Kicking off with a detailed breakdown of the current tariff situation, Bear—CEO of Born Primitive—explains how shifting trade policies are impacting American businesses. The conversation also explores the challenges tied to “Made in America” manufacturing, shedding light on the high costs and logistical hurdles brands face when trying to produce domestically. Highlight clips underscore key themes, including the importance of creating leverage in international negotiations, the necessity of recognizing our own confirmation biases in political conversations, and the urgent need for unity across ideological lines. Together, the hosts encourage listeners to think critically about economic policy and to consider pragmatic paths forward in both business and politics.To check out our brand visit: https://bornprimitive.com/And you can  learn more about Born Primitive Tactical by visiting: https://bornprimitivetactical.comFollow us on Instagram: ⁠⁠⁠⁠⁠⁠https://www.instagram.com/bornprimitive/Subscribe to our YouTube Channel: ⁠⁠https://www.youtube.com/channel/UCruGgs2p3VVVy-v6YTiKuQwPRODUCED BY IRONCLAD

Often excluded from ESG portfolios on ethical grounds, the defence sector is at the forefront due to current geopolitical tensions. In this episode of Fixed on ESG, we consider whether defence companies should be included in ESG investments, the rising strategic importance of defence, investment barriers, and the potential for ESG-conscious investors to reconsider their exclusion policies. PGIM Fixed Income's James Malone, CFA, ESG Specialist, hosts this discussion with Katharine Neiss, PhD, Deputy Head of Global Economics and Chief European Economist. Recorded on May 6, 2025.

Critical shipping routes around the world, from the Panama Canal to the Bosphorus Strait, hold strategic importance for global trade. As a result, these chokepoints are often caught in the crosshairs of geopolitical competition. But in a new age of economic warfare, invisible chokepoints are also emerging. The dominance of the US dollar, economic sanctions, and tariffs on imported goods can all be leveraged to achieve political goals. Meanwhile, nations are laying out plans to increase defense spending—potentially altering the outlook for productivity, industrial activity, and economic growth. With economic warfare becoming a lasting feature of the investment environment, new winners and losers based on country, region, sector and asset class could emerge. This episode of The Outthinking Investor explores how economic warfare, national security concerns, and friend-shoring in global trade are creating new implications for investors to consider. Our guests are: Edward Fishman, senior research scholar at Columbia University's Center on Global Energy Policy and author of the new book, “Chokepoints: American Power in the Age of Economic Warfare” Katharine Neiss, PGIM Fixed Income's Deputy Head of Global Economics and Chief European Economist Jeff Rathke, President of the American-German Institute at Johns Hopkins University and former American diplomat Do you have any comments, suggestions, or topics you would like us to cover? Email us at thought.leadership@pgim.com, or fill out our survey at PGIM.com/podcast/outthinking-investor. To hear more from PGIM, tune into Speaking of Alternatives, available on Spotify, Apple, Amazon Music, and other podcast platforms. Explore our entire collection of podcasts at PGIM.com.

On this week's episode of Taking Care of Business, Lewis Allsopp is joined by Allsopp & Allsopp Head of Mortgage, Michael Melim. Michael breaks down the mortgage process in the UAE, the advantages of using a mortgage broker, and also shares his perspective on the current state of UAE banks and their capacity to handle the increasing demand. They also discuss how political developments in the US, particularly involving Trump, are influencing interest rates and what he expects to unfold over the rest of the year. Whether you're a first-time buyer or a seasoned investor, this episode equips you with the knowledge to make informed decisions in Dubai's mortgage market.00:00 Casual Golf Chat01:08 Introduction to Mortgage Services02:19 The Role of a Mortgage Broker05:35 Challenges in the Mortgage Industry07:36 Real Estate Investment Opportunities12:50 Global Economics and Real Estate15:02 Impact of Tariffs on Consumer Prices15:48 Interest Rates and Trump's Economic Policies16:41 Personal Mortgage Experiences17:39 Mortgage Strategies and Risk Management19:27 Understanding HMOs in the UK21:19 Challenges in the UK Rental Market24:15 Dubai's Mortgage Process29:52 Future of Mortgage Rates and Market Outlook Hosted on Acast. See acast.com/privacy for more information.

Donald Trump has reached his 100 day milestone but he might not be celebrating quite so loudly after Canadians voted in a new government aggressively opposed to his tariffs and talk of annexation, and new polling showed less-than-glowing approval ratings. The President called it fake news. But if his policies aren't proving altogether popular they have had a major impact on America's system of government and global economics - though he has missed his deadline for stopping the war in Ukraine. By a mere 99 days. To discuss all of this, and what the next hundred days might hold on The Fourcast, Matt Frei is joined by our International Editor Lindsey Hilsum and our Economics Correspondent Helia Ebrahimi.  Produced by Calum Fraser, Millie Teasdale and Rob Thomson  

Global volatility, tariff tensions, and shifting global trade dynamics continue to shape the outlook for small and medium businesses in Australia. For the next in our special series of pre-election interviews, Economist Professor Robert Brooks unpacks the ripple effects of global uncertainty on Australia — highlighting inflation risks, exchange rate pressures, and why smart, steady policy responses may help shield local businesses from the worst impacts. He also explains how Australia’s exposure to Asian markets adds another layer of complexity, and why avoiding trade retaliation has been crucial in maintaining stability. Business Essentials Daily is produced by: SoundCartelsoundcartel.com.au+61 3 9882 8333See omnystudio.com/listener for privacy information.

As the International Monetary Fund and the World Bank Group meet in Washington DC, the Trump administration's shakeup of the global economy is top of mind. Host Christopher Walljasper talks to Trade and Global Economics reporter David Lawder and Emerging Markets Correspondent Karin Strohecker about what lies ahead for these institutions. Sign up for the Reuters Econ World newsletter and the daily markets newsletters: Morning Bid U.S. by Mike Dolan and Trading Day by Jamie McGeeve here. For information on our privacy and data protection practices visit the Thomson Reuters Privacy Statement. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

Exploring White Lotus, Global Economics, UAPs and more... Watch on YouTube: https://youtu.be/wbZBqMLw6-k

Unusual Whales Pod Ep. 59: Global Economics and Investment Amidst Tariffs, Sponsored by TemaETFsThis episode of the Unusual Whales Pod was recorded Live on March 26th, 2025. Nicholas is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs who manages the American Reshoring ETF Trading Symbol: $RSHO. Along with Yuri and a panel of experts, Nicholas explores the topics of tariffs, reshoring, nearshoring, and the global macroeconomic implications amidst ongoing and increasing tariff uncertaintyPanel:Yuri Khodjamirian https://x.com/YuriKhodjamAdam Ozimek https://x.com/ModeledBehaviorMarko Bjegovic https://x.com/MBjegovicJohn Konrad: https://x.com/johnkonradHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/

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SummaryIn this episode of the Golf Lovers United podcast, hosts Ben and Pro Golf Critic discuss the recent LIV Hong Kong tournament, highlighting standout performances, particularly from Phil Mickelson and Dean Burmester. They delve into the mental aspects of golf, the inconsistencies in player performances across tours, and the future of LIV and the PGA Tour amidst global economic trends. The conversation also touches on the impact of protests on golf courses and the importance of short game equipment in improving overall performance.TakeawaysDean Burmester is a top 25 player in the world.Phil Mickelson is adapting his game strategy.Golf is a mental game that requires focus.Inconsistencies in player performance are prevalent.LIV Golf is here to stay and will impact the future of golf.The PGA Tour faces organizational challenges.Players are increasingly playing through injuries.Short game equipment is crucial for success.Momentum is key in golf tournaments.Protests can negatively impact those unrelated to the cause.Chapters00:00 - Introduction and Overview of Golf Podcast00:47 - Discussion on Hong Kong Golf Club and Tournament Highlights08:49 - Phil Mickelson's Performance and Strategy14:40 - Player Performances and Team Dynamics21:43 - Bay Hill Tournament Insights and Course Changes26:39 - Injuries and Inconsistency in Golf29:19 - The Future of Golf: Merging Tours?33:19 - Global Economics and Golf's Future39:37 - Protests and Their Impact on Golf44:00 - The Importance of Short Game FittingTo get 15% off at https://www.shotscope.com ; use promo code: GOLFLOVER To get $20 off your next purchase of $100 at https://www.greysonclothiers.com send your email to progolfcritic@gmail.com or DM your email to @progolfcritic on twitter.If you like to support this content, the podcast and ‪‪Golf Lovers United GC, feel free to visit us at the links below! https://www.glugc.com https://www.glugc.com/supportGLU GC is a collective of golfers that truly love golf, and every part of thegame. The podcast is hosted by Golf Lover UK, Pro Golf Critic and Red Harrington - 3 people that love golf, and love to discuss the ever changing world of professional golf, on and off the course.Golf Lovers United Fanzone!Fan of the show? Get involved even more by visiting our fanzone, with a range of membership and support options to bring you even closer to the action and to give...

Yasheng Huang is a professor at MIT and the author of many books, including his most recent work, “The Rise and Fall of the EAST”. I reached out to Professor Huang because, after reading his book, I wanted to learn more about Chinese history. In this episode, Yasheng and I discuss: Imperial China v. The Roman Empire; Keju; The origin of Civil Service Exams; Purges: Hard and Soft; Meritocracy v Aristocracy; Enlightenment Thinkers; The American Founding; Stalin and Mao; Xi Jinping; Autocratic “Stickiness”; Liberal Democracy; Global Economics; Anthony Fauci; Robert F. Kennedy; Public Health; COVID; Planning for Future Pandemics; Tiananmen Square; Taiwan; Donald Trump; Student Protests;And much more! I hope that you enjoy this chat. Links to Professor Huang's content: X: @YashengHuangBook: The Rise and Fall of the EAST - https://yalebooks.yale.edu/book/9780300281934/the-rise-and-fall-of-the-east/Links to my content: Instagram, on which I post shorts from this and prior episodes: @danielethanfinneran https://www.instagram.com/danielethanfinneran/X: @DanielEFinneranMessage me on X, or send me an email at daniel.ethan.finneran@gmail.com (especially if you have in mind someone whom I can interview!) My sister project, PNEUMA, on which I put out sleep stories, meditations, and mindfulness content. Search “Pneuma meditations” on any podcast streaming platform. If you enjoy these conversations, please share them with family and friends! Thank you. 

How worrying data and market unrest could affect Britain's economic outlook.   Government debt markets across the world are having a jittery start to 2025, and the UK is one of the most affected economies with gilt yields volatile amid concerns about stagflation, though they have started to fall back in recent weeks. While these movements pass most people by, they can have a material impact on their living standards. For policy makers, a deteriorating economic outlook may need to be confronted too – either through a changed path for interest rates, or tough choices on tax and spend.    Speakers: Katharine Neiss, Deputy Head of Global Economics at PGIM Fixed Income Mohamed El-Erian, President of Queens' College, Cambridge University James Smith, Research Director at the Resolution Foundation Ruth Curtice, Chief Executive of the Resolution Foundation (Chair)    

According to the OECD, the global economy is projected to remain resilient in 2025 despite significant challenges. With predictions for the year ahead being shaped by factors such as shifting policies, global trade tensions, as well as the impact of emerging technologies like AI, how should investors navigate risks and capitalise on opportunities? Abel Lim, Head of Wealth Management Advisory and Strategy at UOB and Heng Koon How, Head of Markets Strategy, Global Economics and Market Research at UOB share their insights. See omnystudio.com/listener for privacy information.

Exploring No-gi Jiujitsu, Global Economics, 2025 predictions, and more... Watch on YouTube: https://youtu.be/BIydkjINgqY

This week's episode of Economic Update, Professor Wolff delves into key global developments, including President Trump's looming tariff wars, the collapse of Emmanuel Macron's government in France, and massive strikes by Volkswagen workers in Germany. He also examines the fall of governments in South Korea and Syria and its implications, along with the public reaction to the assassination of a prominent healthcare CEO. Professor Wolff concludes by analyzing how these events collectively highlight class struggles fueled by the declining U.S. empire and its systemic challenges.   The d@w Team Economic Update with Richard D. Wolff is a DemocracyatWork.info Inc. production. We make it a point to provide the show free of ads and rely on viewer support to continue doing so. You can support our work by joining our Patreon community: https://www.patreon.com/democracyatwork Or you can go to our website: https://www.democracyatwork.info/donate   Every donation counts and helps us provide a larger audience with the information they need to better understand the events around the world they can't get anywhere else. We want to thank our devoted community of supporters who help make this show and others we produce possible each week.1:01 We kindly ask you to also support the work we do by encouraging others to subscribe to our YouTube channel and website: www.democracyatwork.info

Exploring the New Jersey Drones, Global Economics, Russell Peters and more... Watch on YouTube: https://youtu.be/W_s2-tFvyZY

John Perkins, author of the bestselling Confessions of an Economic Hitman, shares powerful insights into the hidden dynamics of global economics. In this revealing conversation, he explores the exploitative practices of economic hitmen, the influence of corporate greed, the rise of China's economic strategies, and how we can transition from a "death economy" to a sustainable "life economy." With decades of experience and a passion for change, Perkins challenges us to rethink the systems that shape our world. https://johnperkins.org/ https://x.com/jperkinsauthor https://thoughtfullymindless.com/ https://fractalzoo.net/ Keywords:John Perkins, Economic Hitman, global economics, predatory capitalism, corporate greed, debt economy, life economy, China's rise, global trade, sustainability, climate change, resource exploitation, economic transformation, financial inequality, corporate responsibility

In this episode, we dive deep into the world of Bitcoin and its potential to revolutionize our financial systems and conservation efforts. Our guest, Bryan Solstin, an author and aerospace engineer, shares his journey from working in aerospace to becoming a passionate advocate for Bitcoin. He discusses his books "Zenimal" and "Bitcoin and Nash Equilibrium" and how his interest in cryptography and minimalism led him to Bitcoin in 2017.Bryan explains the challenges of conservation in a fiat system and why Bitcoin offers a more sustainable solution. He draws parallels between Bitcoin and Zen principles, emphasizing the importance of quality and efficiency over artificial growth. We explore the concept of the Nash equilibrium and its relevance to Bitcoin, highlighting how a stable measurement of value can lead to better economic outcomes.The conversation also touches on the potential pitfalls of tokenizing nature and the importance of maintaining a decentralized system. Brian shares his concerns about the centralization of power and wealth in a fiat system and the role of Bitcoin in creating a more equitable financial landscape.We discuss the implications of central bank digital currencies (CBDCs) and the importance of privacy in financial transactions. Bryan emphasizes the need for a return to a commodity-based monetary system to escape hyperconsumption and build generational wealth.Throughout the episode, we explore the philosophical and practical aspects of Bitcoin as a tool for peace, conservation, and fairness. Bryan's insights provide a compelling case for why Bitcoin is the apex environmental solution and how it can lead to a more sustainable and equitable future.https://x.com/BryanBSolstinhttps://www.solstin.com/about

The Hoover Institution Program on the US, China, and the World held Critical Issues in the US-China Science and Technology Relationship on Thursday, November 7th, 2024 from 4:00 pm - 5:30 pm PT at the Annenberg Conference Room, George P. Shultz Building.  Both the United States and the People's Republic of China see sustaining leadership in science and technology (S+T) as foundational to national and economic security. Policymakers on both sides of the Pacific have taken action to promote indigenous innovation, and to protect S+T ecosystems from misappropriation of research and malign technology transfer. In the US, some of these steps, including the China Initiative, have led to pain, mistrust, and a climate of fear, particularly for students and scholars of and from China. Newer efforts, including research security programs and policies, seek to learn from these mistakes. A distinguished panel of scientists and China scholars discuss these dynamics and their implications. What are the issues facing US-China science and technology collaboration? What are the current challenges confronting Chinese American scientists? How should we foster scientific ecosystems that are inclusive, resilient to security challenges, and aligned with democratic values?  Featuring Zhenan Bao is the K.K. Lee Professor of Chemical Engineering, and by courtesy, a Professor of Chemistry and a Professor of Material Science and Engineering at Stanford University. Bao directs the Stanford Wearable Electronics Initiate (eWEAR). Prior to joining Stanford in 2004, she was a Distinguished Member of Technical Staff in Bell Labs, Lucent Technologies from 1995-2004. She received her Ph.D. in Chemistry from the University of Chicago in 1995. Bao is a member of the National Academy of Sciences, the National Academy of Engineering, the American Academy of Arts and Sciences and the National Academy of Inventors. She is a foreign member of the Chinese Academy of Science. Bao is known for her work on artificial electronic skin, which is enabling a new-generation of skin-like electronics for regaining sense of touch for neuro prosthetics, human-friendly robots, human-machine interface and seamless health monitoring devices. Bao has been named by Nature Magazine as a “Master of Materials”. She is a recipient of the VinFuture Prize Female Innovator 2022, ACS Chemistry of Materials Award 2022, Gibbs Medal 2020, Wilhelm Exner Medal 2018, L'Oréal-UNESCO For Women in Science Award 2017. Bao co-founded C3 Nano and PyrAmes, which produced materials used in commercial smartphones and FDA-approved blood pressure monitors. Research inventions from her group have also been licensed as foundational technologies for multiple start-ups founded by her students. Yasheng Huang (黄亚生) is the Epoch Foundation Professor of Global Economics and Management at the MIT Sloan School of Management. He also serves as the president of the Asian American Scholar Forum, a non-governmental organization dedicated to promoting open science and protecting the civil rights of Asian American scientists. Professor Huang is a co-author of MIT's comprehensive report on university engagement with China and has recently contributed an insightful article to Nature on the US-China science and technology agreement. For more information, you can read his recent article in Nature here. Peter F. Michelson is the Luke Blossom Professor in the School of Humanities & Sciences and Professor of Physics at Stanford University. He has also served as the Chair of the Physics Department and as Senior Associate Dean for the Natural Sciences. His research career began with studies of superconductivity and followed a path that led to working on gravitational wave detection. For the past 15 years his research has been focused on observations of the Universe with the Fermi Gamma-ray Space Telescope, launched by NASA in 2008. He leads the international collaboration that designed, built, and operates the Large Area Telescope (LAT), the primary instrument on Fermi. The collaboration has grown from having members from 5 nations (U.S., Japan, France, Italy, Sweden) to more than 20 today, including members in the United States, Europe, China, Japan, Thailand, South America, and South Africa. Professor Michelson has received several awards for the development of the Fermi Observatory, including the Bruno Rossi Prize of the American Astronomical Society. He is an elected member of the American Academy of Arts and Sciences and a Fellow of the American Physical Society. He has served on a number of advisory committees, including for NASA and various U.S. National Academy of Sciences Decadal Surveys. In 2020-21, he co-directed an American Academy of Arts and Sciences study, Challenges for International Scientific Partnerships, that identified the benefits of international scientific collaboration and recommended actions to be taken to address the most pressing challenges facing international scientific collaborations. Glenn Tiffert is a distinguished research fellow at the Hoover Institution and a historian of modern China. He co-chairs Hoover's program on the US, China, and the World, and also leads Stanford's participation in the National Science Foundation's SECURE program, a $67 million effort authorized by the CHIPS and Science Act of 2022 to enhance the security and integrity of the US research enterprise. He works extensively on the security and integrity of ecosystems of knowledge, particularly academic, corporate, and government research; science and technology policy; and malign foreign interference.  Moderator Frances Hisgen is the senior research program manager for the program on the US, China, and the World at the Hoover Institution. As key personnel for the National Science Foundation's SECURE program, a joint $67 million effort authorized by the CHIPS and Science Act of 2022, Hisgen focuses on ensuring efforts to enhance the security and integrity of the US research enterprise align with democratic values, promote civil rights, and respect civil liberties. Her AB from Harvard and MPhil from the University of Cambridge are both in Chinese history.  ​

The global interest rate cut cycle has started.  And there are many more interest rate cuts ahead across most major economies.  CBA's view is that the interest rate cuts will improve global economic outlook in 2025.  In the latest podcast, Joseph Capurso, Head of International and Sustainable Economics, and John Oh, Sustainable Economist sit down to discuss CBA's latest view and breakdown developments across the major economies.    ------ DISCLAIMER ------ Before listening to this podcast, you are advised to read the full Global Economic & Markets Research (GEMR) disclaimers which can be found at www.commbankresearch.com.au. Information in this podcast is of a general nature only. It does not take into account your objectives, financial situation or needs and does not constitute personal financial advice. This podcast provides general market-related information, and is not investment research and nor does it purport to make any recommendations. The information contained in this podcast is approved and distributed by Global Economic & Markets Research (GEMR), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). The information is solely for informational purposes and is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products. It does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual clients. Where ‘CBA data' is cited, this refers to the Bank proprietary data that is sourced from the Bank's internal systems and may include, but not be limited to, home loan data, credit card transaction data, merchant facility transaction data and applications for credit. As analysis is based on CBA customer transactions,  it may not reflect all trends in the market. All customer data used or represented in this podcast is anonymised before analysis and is used, and disclosed, in accordance with the Group's Privacy Policy Statement. The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations are reasonably held based on the information available at the time of its compilation but no representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.  

The 2024 winners of the Nobel prize for Economics were announced this morning. One of the winners was the MIT economist Simon Johnson, who, as the co-author (with his MIT colleague Daron Acemoglu) of Power and Progress, appeared on KEEN ON just over a year ago to talk about technology & prosperity. Given that the prize was given to Johnson (and Acemoglu) for their work on explaining the gaps in prosperity between nations, we thought it worthwhile to rerun the interview from last year. Particularly since, if anything, the relationship between new technologies like AI and economic inequality is even more pertinent in 2024 than it was last year. SIMON JOHNSON is the Ronald A. Kurtz (1954) Professor of Entrepreneurship at the MIT Sloan School of Management, where he is head of the Global Economics and Management group. In 2007-08 he was chief economist at the International Monetary Fund, and he currently co-chairs the CFA Institute Systemic Risk Council. In February 2021, Johnson joined the board of directors of Fannie Mae. Johnson's most recent book, with Daron Acemoglu, Power and Progress: Our 1000-Year Struggle Over Technology and Prosperity, explores the history and economics of major technological transformations up to and including the latest developments in Artificial Intelligence. His previous book, with Jonathan Gruber, Jump-Starting America: How Breakthrough Science Can Revive Economic Growth and the American Dream, explained how to create millions of good new jobs around the U.S., through renewed public investment in research and development. This proposal attracted bipartisan support.Named as one of the "100 most connected men" by GQ magazine, Andrew Keen is amongst the world's best known broadcasters and commentators. In addition to presenting KEEN ON, he is the host of the long-running How To Fix Democracy show. He is also the author of four prescient books about digital technology: CULT OF THE AMATEUR, DIGITAL VERTIGO, THE INTERNET IS NOT THE ANSWER and HOW TO FIX THE FUTURE. Andrew lives in San Francisco, is married to Cassandra Knight, Google's VP of Litigation & Discovery, and has two grown children.Keen On is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

In this episode, Mark Ledlow is joined by Brittany Galli, a leading figure in the security industry with a notable focus on promoting women in security, and a C-Suite Advisor & Strategist at BFG Ventures. They discuss a range of topics essential to security and executive protection. They discuss the role of AI in transforming security operations, including the potential of AI-generated intelligence reports. The dialogue covers the current economic climate, including inflation, corporate layoffs, and the financial strain on middle-class families, and relates these issues back to security concerns. They also touch upon geopolitical threats, such as China's global economic strategy, and the importance of long-term planning for national security. The episode concludes with reflections on upcoming elections, their impact on security, and preparations being made by the executive protection industry. Lastly, Mark highlights the Women in Security gala event in Orlando and encourages listeners to show their support. Enjoy an insightful conversation packed with expert analysis and forward-thinking perspectives.Learn about all this and more in this episode of The Fearless Mindset Podcast.KEY TAKEAWAYSAI Implementation in Security: AI has the potential to significantly streamline security operations, enabling faster and more accurate threat assessments.Impact on Jobs: AI will modify the role of intel analysts, making it more strategic rather than simply data-gathering.Human Trafficking Concerns: There's a focus on leveraging technology and global-scale databases to combat and track human trafficking more effectively.Economic Challenges: Inflation and cost of living have put middle and lower-class families under significant financial pressure.Election Preparedness: Companies in the security sector are preparing for the potential chaos surrounding upcoming elections, with emphasis on maintaining operational readiness and budget management.Residential Security Spike: Increased nervousness and referrals have led to a spike in demand for residential security services.Global Economic Strategies: There's a critical need for long-term planning and strategic economic policies in the U.S. to address national debt and future financial stability.Corporate Budget Cuts: Many companies are cutting budgets, including security spending, due to economic pressures and missed earnings.Networking in Security: Emphasized the importance of connections and referrals within the industry for business growth and stability.QUOTES"AI will make us finally catch up technologically where other industries have already excelled for years." - Brittany Galli"Technology creates efficiencies for humans to use, spending less time on data gathering." - Brittany Galli"Security, we can only go up from where we are and we just need to jump generations in software." - Brittany Galli"Human trafficking is not slowing down. It's like a trillion-dollar business." - Mark Ledlow"Chaos is an opportunity, unfortunately." - Mark Ledlow"When large Fortune 100s start missing their earnings, that's when inflation finally caught up." - Brittany GalliGet to know more about Brittany Galli:LinkedIn: https://www.linkedin.com/in/brittanygalli/To hear more episodes of The Fearless Mindset podcast, you can go to https://the-fearless-mindset.simplecast.com/ or listen to major podcasting platforms such as Apple, Google Podcasts, Spotify, etc. You can also subscribe to the Fearless Mindset YouTube Channel to watch episodes on video.

Our US public policy and global economics experts discuss how an escalation of US tariffs could have major domestic and international economic implications.----- Transcript -----Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Morgan Stanley's US Public Policy Strategist. Arunima Sinha: And I'm Arunima Sinha, from the Global Economics team. Ariana Salvatore: Today we're talking tariffs, a major policy issue at stake in the US presidential election. We'll dig into the domestic and international implications of these proposed policies. It's Tuesday, October 1st at 10am in New York. In a little over four weeks, Americans will be going to the polls. And as we've noted on this podcast, it's still a close race between the two presidential candidates. Former president Donald Trump's main pitch to voters has to do with the economy. And tariffs and tax cuts are central to many of his campaign speeches. Arunima Sinha: You're right, Ariana. In fact, I would say that tariffs have been the key theme he keeps on coming back to. You've recently written a note about why we should take the Republicans proposed policies on tariffs seriously. What's your broad outlook in a Trump win scenario? Ariana Salvatore: Well, first and foremost, I think it's important to note that the President has quite a bit of discretion when it comes to trade policy. That's why we recommend that investors should take seriously a number of these proposals. Many of the authorities are already in place and could be easily leveraged if Trump were to win in November and follow through on those campaign promises. He did it with China in 2018 to 2019, leveraging Section 301 Authority, and many of that could be done easily if he were to win again.Arunima Sinha: And could you just walk us through some of the specifics of Trump's tariff proposals? What are the options at the President's disposal? Ariana Salvatore: Sure. So, he's floated a number of tariff proposals -- whether it be 10 per cent tariffs across the board on all of our imports, 60 per cent specifically on China or targeted tariffs on certain goods coming from partners like Mexico, for example. Targeted tariffs are likely the easiest place to start, especially if we see an incrementalist approach like we saw during the first Trump term over the course of 2018 to 2019. Arunima Sinha: And how quickly would these tariffs be implemented if Trump were to win? Ariana Salvatore: The answer to that really depends on the type of authorities being leveraged here. There are a few different procedures associated with each of the tariffs that I mentioned just now. For example, if the president is using Section 301 authorities, that usually requires a period of investigation by the USTR -- or the US Trade Representative --before the formal recommendation for tariffs.However, given that many of these authorities are already in place, to the extent that the former president wants to levy tariffs on China, for example, it can be done pretty seamlessly. Conversely, if you were to ask his cabinet to initiate a new tariff investigation, depending on the authority used, that could take anywhere from weeks to months. Section 232 investigations have a maximum timeline of 270 days. There's also a chance that he uses something called IEEPA, the International Emergency Economic Powers Act, to justify quicker tariff imposition, though the legality of that authority hasn't been fully tested yet. Back in 2019, when Trump said he would use IEEPA to impose 5 per cent tariffs on all Mexican imports, he called off those plans before the tariffs actually came into effect. Arunima Sinha: And could you give us a little more specific[s] about which countries would be impacted in this potential next round of tariffs -- and to what extent? Ariana Salvatore: Yeah, in our analysis, which you'll get into in a moment, we focus on the potential for a 10 per cent across the board tariff that I mentioned, in conjunction with the 60 per cent tariff on Chinese goods. Obviously, when you map that to who our largest trading partners are, it's clear that Mexico and China would be impacted most directly, followed by Canada and the EU.Specifically on the EU, we have those section 232 steel and aluminum tariffs coming up for review in early 2025, and the US-MCA or the agreement that replaced NAFTA is set for review later in 2026. So, we see plenty of trade catalysts on the horizon. We also see an underappreciated risk of tariffs on Mexico using precedent from Trump's first term, especially if immigration continues to be such a politically salient issue for voters. Given all of this, it seems that tariffs will create a lot of friction in global trade. What's your outlook, Arunima? Arunima Sinha: Well, Arianna, we do expect a hit to growth, and a near term rise in inflation in the US. In the EU, our economists also expect a negative impact on growth. And in other economies, there are several considerations. How would tariffs impact the ongoing supply chain diversification? The extent of foreign exchange moves? Are bilateral negotiations being pursued by the other countries? And so on.Ariana Salvatore: So, a natural follow up question here is not only the impact to the countries that would be affected by US tariffs, but how they might respond. What do you see happening there? Arunima Sinha: In the note, we talked with our China economists, and they expect that if the US were to impose 60 per cent tariffs on Chinese goods, Beijing may impose retaliatory tariffs and some non-tariff measures like it did back in 2018-19. But they don't expect meaningful sanctions or restrictions on US enterprises that are already well embedded in China's supply chain. On the policy side, Beijing would likely resort less to Chinese currency depreciation but focus more on supply chain diversifications to mitigate the tariff shock this time round. Our economists think that the risk of more entrenched deflationary pressures from potential tariff disruptions may increase the urgency for Beijing to shift its policy framework towards economic rebalancing to consumption.In Europe, our economists expect that targeted tariffs will be met with challenges at the WTO and retaliatory tariffs on American exports to Europe, following the pattern from 2018-19, along with bilateral trade negotiations. In Mexico, our economists think that there could be a response with tariffs on agricultural products, mainly corn and soybeans.Ariana Salvatore: So, bringing it back to the US, what do you see the macro impact from tariffs being in terms of economic growth or inflation? Arunima Sinha: We did a fairly extensive analysis where we both looked at the aggregate impacts on the US as well as sectoral impacts that we'll get into. We think that a pretty reasonable estimate of the effect of both a 60 per cent tariff on China and a 10 per cent blanket tariff on the rest of the world is an increase of 0.9 per cent in the headline PCE prices that takes into effect over 2025, and a decline of 1.4 percentage points in real GDP growth that plays out over a longer period going into 2026. Ariana Salvatore: So, your team is expecting two more Fed cuts this year and four by the first half of 2025. Thinking about how tariffs might play into that dynamic, do you see them influencing Fed policy at all? Arunima Sinha: Well, under the tariff scenario, we think that it's possible that the Fed decides to delay cuts first and then speed up the pace of easing. So, in theory, the effect of a tariff shock is really just a level shift in prices. And in other words, it's a transitory boost to inflation that should fade over time.Because it's a temporary shock. The Fed can, in principle look through it as long as inflation expectations remain anchored. And this is what we saw in the FOMC minutes from the 2018 meetings. In a scenario of increased tariffs, we think that the uncertainty about the length of the inflationary push may slow down the pace of cuts in the first half of 2025. And then once GDP deceleration becomes more pronounced, the Fed might then cut faster in the second half of [20]25 to avoid that big, outsized deceleration and economic activity.Ariana Salvatore: And what about second order effects on things like business investment or employment? We talked about agriculture as a potential target for retaliatory tariffs, but what other US sectors and industries would be most affected by these type of plans? Arunima Sinha: That's something that we have leaned in on, and we do expect some important second round effects. So, if you have lower economic activity, that would lower employment, that lowers income, that lowers consumption further -- so that standard multiplier effect. So overall, in that scenario, with the 60 per cent tariffs on China, 10 per cent on the rest of the world that are imposed fully and swiftly, we model that real consumption would decline by 3 per cent, business investment would fall by 3.1 per cent, and monthly job gains would fall by between 50- and 70, 000. At the sectoral level, this combination of tariffs have potential to increase average tariffs to the 25 to 35 per cent range for almost 50 per cent of the NAICS industries in the United States when first put into place. And we expect the biggest impacts on computers and electronics, apparel, and the furniture sectors; but this does not take into account any potential exclusion lists that might be put into place. Ariana Salvatore: Finally, what does all this boil down to in terms of a direct impact to the US consumer wallet? Arunima Sinha: So, the impact of higher tariffs on consumer spending would depend on many factors, and one of the most important ones is the price elasticity of demand. So how willing would consumers be to take on those higher prices from tariffs, or do we see a pullback in real demand? What we think will happen is that higher prices could reduce real consumption by as much as 2. 5 per cent. The impact on goods consumption is much more meaningful because imported goods are directly affected by tariffs, and we would expect to see a drag on real goods consumption of 5 per cent. But then you have lower labor income and higher production costs and services prices that is also going to bring down services consumption by 1.3 per cent.Ariana Salvatore: So, it's important to keep in mind here that US tariff policy would undoubtedly have far reaching consequences. That means it's something that we're going to continue to follow very closely. Arunima, thanks so much for taking the time to talk.Arunima Sinha: Great speaking with you, Ariana. Thank you, Ariana Salvatore: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Mr. Aaron Parker Listen below to hear Aiken high school students discuss justice and their jobs in environmental justice from this part summer. When we consider what “Democracy and Me” can mean, we must consider the idea of justice. Over the next few weeks, the Agriculture Career Tech Pathway Students and Community Partners of Aiken New Tech High School in the Cincinnati Public Schools will be contributing their perspective and voice on how they are taking action on issues of social justice, environmental justice, heath justice, financial justice, and food justice (sovereignty). Aiken New Tech High School is a grades 7-12 college and career preparatory high school. The Agriculture Career Tech Pathway is a vocational series of classes focusing on Agribusiness and Production that includes: Agriculture, Food, and Natural Resources; Animal and Plant Science; Greenhouse and Nursery Management; and Global Economics and Food Markets. Students take part in the 3-Circle Model of Agriculture that is: 1. classroom as an interactive laboratory,, 2. Supervised Agricultural Experiences / Work-Based Learning, 3. Participation in Future Farmers of America. Situated on 61 acres of land, our Agriculture Campus includes a production farm of 35-raised beds, mushroom growing lab, coffee roasterie, 2 high tunnels, a greenhouse, orchard, 4 alpacas, 6 goats, 1 Zebu steer, and a collection of rabbits, quail, ducks, chickens, and Guinea fowl. Completing the Agriculture Campus are an on-campus forest and prairie as well as the adjoining Cincinnati Parks Preserve of Greeno Woods that supports habitat for wildlife. It is within Aiken's agriculture program that students are provided opportunities to take action on issues of social, environmental, health, financial, and food justice. The food we grow is to provide food security for the students and community members needing local, fresh, and nutritious food. Students source seed, plant, care for, harvest, and distribute food that is culturally valued by our community, so it is valued. Eggs hatched by students of quail, chicken, duck, and Guinea fowl are a source of protein so frequently missing from growing and active adolescent diets. The expertise and resources of the Civic Garden Center of Greater Cincinnati, La Soupe, and the Society of St. Andrew - Ohio helps ensure food sovereignty for all. Financial security is achieved through students who perform and get paid for work-based learning during and after school as well as during the summer. Good paying Green jobs that are centered around sustainability and technical skill attainment provide resume building, employment skills, and income that is essential for both students and the families that money assists. Work-based learning occurs with the interest and support of Groundwork Ohio River Valley, Co-op Cincy, Cancer Justice Network, La Terza Artisan Coffee Roasterie, and Hamilton County Youth Employment. Health is improved through the mental wellness of having an outdoor classroom as well as access to the healthy food from our Aiken Farm and the Health Fairs and Vaccination Clinics organized by our FFA Chapter. Taking care of one's health requires eating well, practicing mindfulness, being active, and knowing how to navigate a complex and sometimes difficult health care system which our FFA students help educate as Health Navigators with Cancer Justice Network. Care for the air we breathe, water we drink, and land we occupy is monitored for sustainability through stewardship and engagement of community partners for environmental justice with Green Teams of Groundwork Ohio River Valley, Environmental Protection Agency and Green Umbrella as a Regional Climate Collaborative. Social justice is the diversity, equity, and inclusion we seek through an urban agriculture pathway that is in need of capitalizing on resources as well as being able to give back the community through service and value through the telling of our stories at Maketank Inc. and the dedication to inclusivity in our Cincinnati Public Schools. Through a series of blog posts and podcasts we aim to draw your attention to the selfless action of care that is embodied in justice that is layered throughout our Aiken New Tech High School Agriculture Career Tech Pathway.  Students sharing their perspectives and voices will raise awareness and ignite a fire of action in you in which they are the spark.  For a preview of what you can expect to read, hear, and see on “Democracy and Me,” we encourage you to visit a few resources: Aiken New Tech High School: https://aikennewtech.cps-k12.org Aiken Agriculture Weekly Newsletters: https://drive.google.com/drive/folders/1pxceKYPKjjrHt6OkiBKM7UF3FbNhKDXA?usp=drive_link Aiken Agriculture Facebook Page: https://www.facebook.com/AikenStudentGarden Ohio Department of Education and Workforce: Agriculture and Environmental Systems: https://education.ohio.gov/Topics/Career-Tech/Career-Fields/Agricultural-and-Environmental-Systems Future Farmers of America: https://www.ffa.org Groundwork Ohio River Valley: https://www.groundworkorv.org Maketank Inc.: https://www.maketankinc.org Cancer Justice Network: https://www.cancerjusticenetwork.com Co-op Cincy: https://coopcincy.org Hamilton County Youth Employment: Civic Garden Center of Greater Cincinnati: https://www.civicgardencenter.org La Soupe: https://www.lasoupe.org Society of St. Andrew - Ohio:

As the geopolitical landscape continues to shift in light of recent global election results, the consequential economic effects are becoming a primary focus in the investment sphere. This episode dives into the latest election outcomes in both developed and emerging nations, the growing divide in electorates, and the impact of these elections on fiscal deficits. This episode features PGIM Fixed Income's Katharine Neiss, PhD, Deputy Head of Global Economics and Chief European Economist, Mehill Marku, Head Geopolitical Analyst, Cathy Hepworth, CFA, Head of Emerging Markets Debt, and host Tom Porcelli, Chief U.S. Economist. Recorded on July 16, 2024.

Amid global market volatility and potential economic shifts, understanding inflation's impact on bond markets is pivotal for informed investing. This episode delves further into this topic with a focus on developed markets such as the U.S. and Eurozone, exploring the potential path of rate cuts, the attractiveness of bonds versus cash, and how a reflation scenario could impact investment strategies.   This episode features PGIM Fixed Income's Katharine Neiss, PhD, Deputy Head of Global Economics and Chief European Economist, Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, and host Michael Roper, CFA, Portfolio Manager, European Investment Grade Corporate Bonds.    Recorded on June 24, 2024.

Peter S. Goodman, The New York Times' Global Economics correspondent, is one of America's most innovative and outspoken journalists. He was on KEEN ON a couple of years ago talking about how the billionaire class - aka: Davos Man - has devoured the world. And now Goodman is back on the show to talk about his latest book, How the World Ran Out of Everything - what he describes as a “cosmically bewildering” journey inside the broken global supply chain. So how, I asked him, are omnivorous Davos Man and today's fractured global supply chain connected? Are they both examples of an an uncontrolled, globalized economic system empowered by free trade agreements like NAFTA?Peter S. Goodman is the Global Economics Correspondent for the New York Times. He was previously the NYT's European economics correspondent, based in London, and the national economics correspondent, based in New York, where he played a leading role in the paper's award-winning coverage of the Great Recession, including a series that was a Pulitzer finalist. Previously, he covered the Internet bubble and bust as the Washington Post's telecommunications reporter, and served as WashPo's China-based Asian economics correspondent. He is the author of Davos Man and Past Due: The End of Easy Money and the Renewal of the American Economy. He graduated from Reed College and completed a master's in Vietnamese history from the University of California, Berkeley.Named as one of the "100 most connected men" by GQ magazine, Andrew Keen is amongst the world's best known broadcasters and commentators. In addition to presenting KEEN ON, he is the host of the long-running How To Fix Democracy show. He is also the author of four prescient books about digital technology: CULT OF THE AMATEUR, DIGITAL VERTIGO, THE INTERNET IS NOT THE ANSWER and HOW TO FIX THE FUTURE. Andrew lives in San Francisco, is married to Cassandra Knight, Google's VP of Litigation & Discovery, and has two grown children. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

In this episode, Yitzy discussed the impact of cryptocurrencies on globalization, global economics, and governance with Prof. ⁠Ilan Alon⁠, dean of the School of Economics at the College of Management. We also explored regulatory challenges and the role of the United States in the crypto industry. The conversation delves into the concept of sovereign individuals and the economic freedom associated with cryptocurrencies and covers a wide range of topics including governance, decentralized autonomous organizations (DAOs), Web3, Bitcoin, and the global economy. We also delved into the importance of governance at the country, company, and DAO levels, as well as the impact of Web3 on marketing and data ownership, and explored the role of Bitcoin in investment portfolios and the resilience of economies in the face of global challenges (with Israel post-October 7th as a case study). Sound Bites "Cryptocurrencies have a significant impact on globalization and global economics, leading to changes in the movement of people, money, and goods and services." "The United States plays a crucial role in the crypto industry, and its regulatory stance has a significant impact on the global market." "The concept of sovereign individuals, empowered by cryptocurrencies, represents a shift towards economic freedom and independence from traditional financial systems." "Bitcoin's concentration of capital benefits the richest individuals and entities, impacting its unique aspects and role in investment portfolios." Chapters 00:00 - The Impact of Cryptocurrencies on Globalization and Economics 09:20 - Regulatory Challenges and the Role of the United States in the Crypto Industry 16:27 - Sovereign Individuals and Economic Freedom Empowered by Cryptocurrencies 24:56 - The Significance of Governance in Economic Growth 25:10 - The Role of Governance in Sustainable Development 29:22 - Challenges and Opportunities in Web3 and Data Ownership 34:22 - Bitcoin's Impact on Investment Portfolios and the Global Economy 38:28 - Resilience and Adaptability in the Face of Global Challenges Keywords: cryptocurrency, globalization, global economics, governance, regulatory challenges, sovereign individuals, economic freedom, governance, DAOs, Web3, Bitcoin, global economy, data ownership, marketing, investment, resilience.

The prolongation of existing — and emergence of new — armed conflicts will likely remain a major source of geopolitical instability in the world economy, according to our strategic report on key themes for 2024. Following Iran's recent strike on Israel, we pose the question: What could an escalation mean for the global economy?   Explore our full library of S&P Global Market Intelligence podcasts >  Read our blog on escalation implications >  Download our report on 2024 themes >    Speakers: Ken Wattret Vice-President, Global Economics, S&P Global Market Intelligence Kristen Hallam Lead Content Strategist, S&P Global Market Intelligence

[EU S14 E17] The Phenomenon of China This week's Economic Update Professor Richard Wolff dedicates the entire show to the economic developmental achievement of China, together with the historical background that motivated that achievement. We analyze the uniqueness of both the economic philosophy and the politics of China. The d@w Team Economic Update with Richard D. Wolff is a DemocracyatWork.info Inc. production. We make it a point to provide the show free of ads and rely on viewer support to continue doing so. You can support our work by joining our Patreon community: https://www.patreon.com/democracyatwork Or you can go to our website: https://www.democracyatwork.info/donate   Every donation counts and helps us provide a larger audience with the information they need to better understand the events around the world they can't get anywhere else. We want to thank our devoted community of supporters who help make this show and others we produce possible each week. We kindly ask you to also support the work we do by encouraging others to subscribe to our YouTube channel and website: www.democracyatwork.info

Economist and commentator Chris Johns joins Eamon to talk about the impact of war on the global economy and the vulnerability of Ireland's domestic and SME sector to decisions made in the US.Recorded on Wednesday 24th April 2024. Become a member at https://plus.acast.com/s/the-stand-with-eamon-dunphy. Hosted on Acast. See acast.com/privacy for more information.

A former White House chief of staff bemoans Joe Biden's bridge blunders, and women's basketball hits a viewership milestone.

Dr. Vikram Mansharamani is a global trend-watcher who shows people how to anticipate the future, manage risk, and spot opportunities. He is the author of "The Making of a Generalist," "Think For Yourself," and "Boombustology." He has been a frequent commentator on issues driving disruption in the global business environment. Vikram's ideas and writings have also appeared in Bloomberg, Fortune, Forbes, The New York Times and a long list of other publications. Linkedin twice listed him as their #1 Top Voice for Money, Finance and Global Economics and Worth has profiled him as one of the 100 most powerful people in global finance. Millions of readers have enjoyed his unique multi-lens approach to connecting seemingly irrelevant dots. In this episode, Vikram shares how a “generalist mindset” can help us navigate a world full of complexity and uncertainty; and why, from his perspective, this opens up more creative, innovative, and effective solutions to our global problems. Highlights/quotes from this episode: " Every single perspective is limited, biased, and incomplete. And if that's the case, then why not use more than one perspective to really integrate a view of what's happening in the world?” Specifically, we discuss: -The "migrant mindset" and how his family's immigrant background helped shape him today. -What a "generalist mindset" is and how it helps us connect the dots. -How being a generalist is a "call for empathy" and the integration of multiple perspectives. -Vikram's view of some of the forces contributing to polarization. -How diversifying our media diets and other sources of information can help us think more comprehensively. -How renewable fuel in the U.S. may be tied to the Arab Spring and other examples of global interconnection. -Vikram's "global developments to watch" over the next 5 years. -And much more! Vikram's website: https://mansharamani.com/ LinkedIn: https://www.linkedin.com/in/vikrammansharamani/ Substack: https://substack.com/@mansharamani Book: "The Making of a Generalist: An Independent Thinker Finds Unconventional Success in an Uncertain World" Article: "24 Global Trends to Watch Over the Next 5 Years" Have comments or questions on this episode? An idea for a future guest? I'd love to hear what you liked, agreed/disagreed with, and what you'd like to hear more of. Email: hello@the-middle-way.com Listen/Subscribe on YouTube: ⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCmga5Z4JdHziQjtCdnVhYuw⁠⁠⁠⁠⁠⁠ Let's connect: Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://matthewgoodmanphd.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Zen-prov! Improv Classes: ⁠⁠⁠⁠⁠⁠⁠zen-improv.com⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@matthewgoodmanphd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Consulting: ⁠⁠⁠⁠⁠⁠⁠https://the-middle-way.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Your support is a HUGE help and allows the show to continue reaching a wider audience. Please consider leaving a RATING, REVIEW, or SHARING this episode if you found the content useful. Thank you for listening! --- Support this podcast: https://podcasters.spotify.com/pod/show/matthewgoodmanphd/support

In this episode, Senior Macro Strategist Ben Picton is joined by Jan Lambregts, Rabobank's Head of Global Economics and Markets, to discuss the big themes unfolding in the global economy. We look at some big changes driving inflation, check in on the US elections, and make some predictions about what a changing world could mean for interest rates in the years ahead.

For nearly three decades, Ethan Harris was a fixture on Wall Street. After a stint at the New York Fed, Ethan went to Lehman Brothers where he served as the firm's Chief US Economist. I had the good fortune of working for and learning from Ethan during his time as Head of Global Economics at Bank of America Merrill Lynch, from where he retired last year.Ethan is a wealth of knowledge, not only for his insights on the economy and Fed watching – but we also get into detail on how he approaches the role of a Wall Street economist and how that compares to the role of an academic. How to separate the noise from signal in the economic data and how to pick your spots against the consensus. To me, he's set the standard for those that have come after him in the business.

Discover the fascinating history behind the influential Laffer curve with the renowned economist #ArthurLaffer. This curve played a pivotal role in the Reagan revolution, transforming global economics. Dive into the concept that excess taxation can hinder government revenue, unraveling the counterintuitive nature of economics. Join the Empowered Investor Cruise for exclusive insights from experts and gain strategies for wealth building. Don't miss the chance to explore this captivating journey and register at https://empoweredinvestorlive.com/ And today's conversation is between Jason and Arthur Laffer which covers a range of topics related to taxation and economics. They begin by discussing Arthur's Laffer curve concept, which explores the relationship between tax rates and tax revenues. They also examine the impact of tax policies on different groups in society and the economy. The discussion then shifted to the effects of tax policies on property markets, using California's Prop 13 as an example. Finally, they discuss the political career of former President Reagan, highlighting his leadership style and adaptability.   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

Have tea with Jesse and Paul Solmon, Economics correspondent for the PBS Newshour and Jesse's economics professor from his time at Brandeis University. Prof. Solmon deeply influenced Jesse with his class on economic strategies and their impact on society. Over cups of White Tea, they explore cultural coherence, and the interplay of cooperation, competition, and predation, alongside Jesse's experiences with diverse social media audiences. This discussion not only bridges economic theories and cultural narratives but also sheds light on engaging with global viewers. Learn more about the American Exchange Project: https://www.americanexchangeproject.org/about White Dew White Tea: https://jessesteahouse.com/products/white-dew-white-tea-2017 Want Jesse's curated tea club boxes to show up, once per season? Join the tea subscription club! https://jessesteahouse.com/products/jesses-tea-club-subscription-service?variant=43241340567777 Don't miss out on future episodes! Subscribe and hit the notification bell for more Teatime with Jesse. 

Discover the fascinating history behind the influential Laffer curve with the renowned economist #ArthurLaffer. This curve played a pivotal role in the Reagan revolution, transforming global economics. Dive into the concept that excess taxation can hinder government revenue, unraveling the counterintuitive nature of economics. Join the Empowered Investor Cruise for exclusive insights from experts and gain strategies for wealth building. Don't miss the chance to explore this captivating journey and register at https://empoweredinvestorlive.com/ And today's conversation is between Jason and Arthur Laffer which covers a range of topics related to taxation and economics. They begin by discussing Arthur's Laffer curve concept, which explores the relationship between tax rates and tax revenues. They also examine the impact of tax policies on different groups in society and the economy. The discussion then shifted to the effects of tax policies on property markets, using California's Prop 13 as an example. Finally, they discuss the political career of former President Reagan, highlighting his leadership style and adaptability.   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    

Arindam Sandilya, Ben Jarman and Patrick Locke discuss the FX outlook amid a less dovish tone in bond markets. Speakers Arindam Sandilya, Global FX Strategy Ben Jarman, Global Economics, Rates & FX Strategy Patrick Locke, Global FX Strategy   This podcast was recorded on 23 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-4635313-0, 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.

The sizzle has come off of China's decades of economic growth, as the country contends with deflation, slumping consumer confidence, plummeting foreign investment, a cratered urban property sector, high local government debt, overcapacity in manufacturing, and a private sector cowed by government crackdowns, as well as a shrinking workforce and an aging population.For all that, China is still the world's second largest economy, the largest trading partner of most of the world's countries, and one of the world's biggest bilateral lenders. And China listed its economic growth rate in 2023 as a respectable 5.2 percent, causing more than one economist to raise a eyebrow.  How to make sense of all this, and get an idea of what China's options are to sustain a future path of comfortable economic growth?  Settle back, put your earbuds in, and listen as the two respected China-born economists in this episode lay out the challenges, choices, and possibilities that could shape China's future.Tao Wang, author of Making Sense of China's Economy  (2023) is chief China economist, managing director, and Head of Asia Economic Research at UBS Investment Bank in Hong Kong, and was formerly an economist at the International Monetary Fund.  Her research on China covers a wide range of topics including monetary policy, the debt problem, shadow banking, local government finance, US-China trade disputes, supply chain shifts, RMB internationalization, the property bubble, the demographic challenge, the urban-rural divide, and the long-term growth potential. Dr. Wang has been consistently ranked as one of the top China economists by institutional investors. She is an invited fellow of the China Finance (CF) 40 Forum and a member of the China Global Economic Governance 50 Forum. Yasheng Huang, author of Capitalism with Chinese Characteristics: Entrepreneurship and the State (2008, now being updated), The Rise and Fall of the East: How Exams, Autocracy, Stability and Technology Brought China Success, and Why They Might Lead to Its Decline (2023) , and nine other books in English and in Chinese, holds the Epoch Foundation Professorship of Global Economics and Management at MIT Sloan School of Management, and founded and runs MIT's China Lab, India Lab, and ASEAN Lab.  Dr. Huang is a 2023-24 visiting fellow at the Kissinger Institute at the Woodrow Wilson Center in Washington DC. The National Asia Research Program named him one of the most outstanding scholars in the United States conducting research on issues of policy importance to the United States. He has served as a consultant at World Bank, Asian Development Bank, and OECD.The China Books podcast is hosted and produced by Mary Kay Magistad, a former award-winning China correspondent for NPR and PRI/BBC's The World, now deputy director of Asia Society's Center on U.S.-China Relations. This podcast is a companion of the China Books Review, which offers incisive essays, interviews, and reviews on all things China books-related. Co-publishers are Asia Society's Center on U.S.-China Relations, headed by Orville Schell, and The Wire China, co-founded by David Barboza, a former Pulitzer Prize-winning New York Times China correspondent. The Review's editor is Alec Ash, who can be reached at editor@chinabooksreview.com.

Discover the fascinating history behind the influential Laffer curve with the renowned economist #ArthurLaffer. This curve played a pivotal role in the Reagan revolution, transforming global economics. Dive into the concept that excess taxation can hinder government revenue, unraveling the counterintuitive nature of economics. Join the Empowered Investor Cruise for exclusive insights from experts and gain strategies for wealth building. Don't miss the chance to explore this captivating journey and register at https://empoweredinvestorlive.com/ And today's conversation is between Jason and Arthur Laffer which covers a range of topics related to taxation and economics. They begin by discussing Arthur's Laffer curve concept, which explores the relationship between tax rates and tax revenues. They also examine the impact of tax policies on different groups in society and the economy. The discussion then shifted to the effects of tax policies on property markets, using California's Prop 13 as an example. Finally, they discuss the political career of former President Reagan, highlighting his leadership style and adaptability. Key Takeaways: Jason's editorial 1:34 Welcome Arthur Laffer 2:22 Guess how old Jason is in this picture with Arthur 3:08 The "Laffer Curve" on a napkin 4:07 Join the cruise! Sigh up at https://empoweredinvestorlive.com/ Arthur Laffer interview 5:27 What is the Laffer curve? 9:15 Is there an optimum tax rate? 10:42 Balancing economic activity and productivity 11:43 Where we are today and where we're going 13:03 How long does the Laffer Curve work it's way into the economy 15:04 Howard Jarvis and Prop 13 17:07 Reaganomics 19:13 What the future looks like   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    

Industrial policy is making a comeback in the West. The US, Europe and other governments have introduced new incentives to the private sector in hopes of bringing supply chains closer to home, boosting domestic industries, and building strategic advantages in key technologies such as semiconductors and EVs. But success is not guaranteed. Can governments pick winners and losers? Do the potential benefits of industrial spending, such as driving innovation and economic growth, outweigh the consequences of higher debt and interest rates? This episode of The OUTThinking Investor gathered insights from three experts on economics and fiscal policy to help investors assess how industrial strategies will affect financial markets and the global economy. Our guests are Paul Romer, economics professor at Boston College and former Chief Economist at the World Bank; Simon Johnson, professor at MIT Sloan School of Management and co-author of Power and Progress: Our Thousand-Year Struggle Over Technology and Prosperity; and Katharine Neiss, Deputy Head of Global Economics and Chief European Economist at PGIM Fixed Income.

Discussion on current events that will impact our 2024 and perhaps the upcoming tribulation - and the choices we are to make.We want to hear from YOU! If you would like to submit a question or comment for further discussion, please email us at: questions@afjministry.com.

On this 3-part episode of The Whole Enchilada Podcast, Marcus and guests Dana Gentry, Joe Martin and Jonny Christensen discussed and gave their opinions about Global Economics and the impacts it could have in the US Economy and your personal and business growth. Timestamps: 00:00 Introductions 04:00 Global Economics 11:10 The Factor of Inflation Rates […]

BIO: Dr. Vikram Mansharamani is a global trend-watcher who shows people how to anticipate the future, manage risk, and spot opportunities.STORY: Vikram invested in a small commercial condo that he hoped to rent to Ph.D. students, but they weren't interested. He had to sell it after a few years of no income. He took a 50% loss.LEARNING: Liquidity is not a constant. If the timing of your thesis is off, then you're wrong. The market can stay irrational longer than you can remain liquid. “As long as you have liquidity available, or the option to redeploy or invest more, then you're going to be fine because, over time, investments work out. It's just getting caught at the wrong time and the wrong illiquid investment that could really hurt you.”Vikram Mansharamani Guest profileDr Vikram Mansharamani is a global trend-watcher who shows people how to anticipate the future, manage risk, and spot opportunities. He is the author of THINK FOR YOURSELF: Restoring Common Sense in an Age of Experts and Artificial Intelligence and BOOMBUSTOLOGY: Spotting Financial Bubbles Before They Burst.He is a frequent commentator on issues driving disruption in the global business environment.Vikram's ideas and writings have also appeared in Bloomberg, Fortune, Forbes, The New York Times, and many other publications.LinkedIn twice listed him as their #1 Top Voice for Money, Finance and Global Economics and Worth and profiled him as one of the 100 most powerful people in global finance.Millions of readers have enjoyed his unique multi-lens approach to connecting seemingly irrelevant dots.Worst investment everIn 2008, Vikram invested in a small commercial condo in Southern Maine. He had done a lot of analysis on the investment, and his thesis was that this was an increasingly valuable asset.At the time, Vikram was working on his Ph.D. and figured he would rent the space to other students. He was sure demand would be excessive. Unfortunately, things didn't go as Vikram had planned. Vikram was stuck with an illiquid asset that brought no income. Yet, he was paying condo fees and other recurring expenses. Vikram lost faith in the condo and sold it in 2015 at a 50% loss. What was worse than the loss is that the property is now worth about 5x what he paid. So, Vikram's thesis was correct. If only he'd believed and stuck with it.Lessons learnedLiquidity is not a constant. Something that you think is liquid may become highly illiquid at certain points in time.You won't always have the duration for holding you think you do, so have enough flexibility.If the timing of your thesis is off, then you're wrong.Andrew's takeawaysThe market can stay irrational longer than you can remain liquid.An asset's liquidity and your need for liquidity change over time.First, you must have a thesis, then invest in that thesis, and stay in that thesis, and most importantly, the thesis needs to be right for you to be successful.Be careful when investing in illiquid assets, such as property, because you can't get out of it that easily.Actionable adviceMaintain optionality when you're younger. You may think you have the greatest investment, and it's illiquid, but you get stuck in it. And if things go down, you lose the option value of buying something else at a lower price.Vikram's...

Technological progress drives productivity improvements and increases wealth, but the distribution of those gains depends on both technological and political factors. The debates we see now over the impact of AI on social welfare are not new: similar debates surrounded previous waves of innovation. One thing we have learned from those previous waves is that society and politics can dramatically impact the trajectory of technological change. Simon Johnson is the Ronald A. Kurtz Professor of Entrepreneurship at the MIT Sloan School of Management, where he is head of the Global Economics and Management group. He has also co-authored several books, his latest being Power and Progress: Our Thousand-Year Struggle Over Technology and Prosperity with Daron Acemoglu.Simon and Greg discuss how technological advances had disrupted industries in the past, ranging from the industrial revolution in the English midlands to the mass production of Henry Ford in America. They discuss how some innovations can bring about catastrophe, as in the 2008 financial crisis, and the current landscape of disruptive technology and Artificial Intelligence (AI) in particular. Simon talks about how it may be deployed in business but how, in education, there will be an adjustment period before being incorporated.Listen in for insights on the past, present, and anticipated future of technology and prosperity with Simon Johnson.*unSILOed Podcast is produced by University FM.*Episode Quotes:When workers became a cost, not a resource37:55: Managerial thinking, including what was taught at business school, shifted in the 1970s and 1980s, and the concept of shareholder capitalism, which I would contend has been around for a long time. In the 1970s and 1980s, there's a different concept that comes to the fore, and it's one which treats the workers much more as a cost to be minimized rather than a resource to be developed. And I think that wasn't just business schools; business economics played a role in that broader social discussion. That corporate thinking and corporate logic are very powerful, and that is part of what's propelled us in this particular direction that's led to a lot of job market polarization.The future of tech is too important to leave to a few42:07: We should be very careful about placing our technological future in the hands of a few individuals, even if those individuals have previously had great success in something that seems like it might be quite relevant for what comes next.How prepared ideas shapes history55:43: I don't think that books, ideas, or, I'm afraid, podcasts, change history. I think what changes history is events, but when you have an event, when you have a scandal, when you have a big problem, when you have something that is really in people's faces, it matters whether or not you have prepared ideas, whether or not you understand what the problem could be, and whether or not you are ready with solutions, not just solutions as something that I wrote a paper about; you should do what I say, but solutions that have been kicked around, debated, and hammered out.What's the key point of the industrial revolution?04:23: The key point from the Industrial Revolution is that it did increase productivity. It did increase the surplus. That could be shared in some fashion, but it also increased the power of a certain set of people—the people who owned the mills, the cotton mills in particular, in the north of England, for example. And that change in the balance of power is part of what, of course, encouraged them to invest, as part of what gave them a good return on investment. But it also meant they didn't really care that much about the workers.Show Links:Recommended Resources:Jeremy BenthamHenry FordFerdinand de LessepsEdwin ChandwickGuest Profile:Faculty Profile at MIT Sloan Management SchoolFaculty Profile at Peterson Institute for International EconomicsSimon Johnson on LinkedInSimon Johnson on XProfessional Profile at IMFHis Work:Power and Progress: Our Thousand-Year Struggle Over Technology and ProsperityJump-Starting America: How Breakthrough Science Can Revive Economic Growth and the American DreamWhite House Burning: The Founding Fathers, Our National Debt, and Why It Matters to You13 Bankers: The Wall Street Takeover and the Next Financial MeltdownNBER PapersReuters ArticlesGoogle Scholar Page

Guest: Simon Johnson is the Ronald A. Kurtz Professor of Entrepreneurship in the Sloan School at MIT, where he is also head of the Global Economics and Management group. Previously chief economist at the International Monetary Fund, he has worked on global economic crises and recoveries for thirty years.  He is the author of several books and publications including his latest, Power and Progress: Our Thousand-Year Struggle Over Technology and Prosperity co-authored with Daron Acemoglu. The post A History of How Technological Innovation Has Led to Inequality appeared first on KPFA.

Brian Sack was recently the Director of Global Economics at the D.E. Shaw Group, and prior to that, he was the manager of the System Open Market Account or SOMA and the head of the Markets Group at the New York Federal Reserve bank, where he managed the Fed's balance sheet. Brian joins Macro Musings to talk about the central bank's balance sheet, its operating system, and his work at the Treasury Borrowing Advisory Committee. Specifically, David and Brian discuss the current state of the Fed's balance sheet, Brian's theory of QE, how to improve the effectiveness of the floor system, and a lot more.   Transcript for the episode can be found here.   Brian's LinkedIn profile Brian's Google Scholar archive   David Beckworth's Twitter: @DavidBeckworth Follow us on Twitter: @Macro_Musings   Click here for the latest Macro Musings episodes sent straight to your inbox! Check out our new Macro Musings merch here!   Related Links:   *Monetary Policy with Abundant Liquidity: A New Operating Framework for the Federal Reserve* by Joseph Gagnon and Brian Sack   *Monetary Policy Alternatives at the Zero Lower Bound: An Empirical Assessment* by Ben Bernanke, Vincent Reinhart, and Brian Sack