Podcast appearances and mentions of paul hodges

The worst chemicals downturn in living memory is forcing ratings agencies to downgrade more companies and raising fears of bankruptcies. -          Chemical company earnings have been bottom-of-cycle since 2023-          Leverage (borrowing) is high compared to historical levels-          Low earnings increase pressure on leverage, raises risk of default-          Fitch has downgraded more chemical companies over last 12-18 months-          Extended trough in chemicals may lead to bankruptcies-          Operating rates have not recovered as they did after Global Financial Crisis-          Fitch expects gradual recovery from 2026-          A lot more closures needed to rebalance market – could delay recovery-          Ratings agencies look at company costs, strategies and compare to peers-          Diversification of geography and product helps manage riskIn this ICIS Think Tank podcast, Will Beacham interviews Guillaume Daguerre who leads Europe chemicals for ratings agency Fitch, John Richardson from the ICIS market development team, ICIS Insight Editor Tom Brown and Paul Hodges, chairman of New Normal Consulting. Click here to register for the ICIS/European Association of Chemical Distributors (Fecc) distributors CEO round table on Monday 16 June. 

Paul Hodges hosts a conversation with Grainne Donnelly and Linda McLean about the ICS Physiotherapy Committee workshop Ultrasound Imaging of the Structure and Function of Pelvic Floor Muscles in Men and Women at ICS 2024 Madrid. Recorded at the ICS Live Lounge on Wednesday 23rd October at ICS 2024 Madrid.  Through its annual meeting and journal, the International Continence Society (ICS) has been advancing multidisciplinary continence research and education worldwide since 1971. Over 3,000 Urologists, Uro-gynaecologists, Physiotherapists, Nurses and Research Scientists make up ICS, a thriving society dedicated to incontinence and pelvic floor disorders. The Society is growing every day and welcomes you to join us. If you join today, you'll enjoy substantial discounts on ICS Annual Meeting registrations and free journal submissions. Joining ICS is like being welcomed into a big family. Get to know the members and become involved in a vibrant, supportive community of healthcare professionals, dedicated to making a real difference to the lives of people with incontinence.

Chemical companies all over the world will suffer if the new US tariffs trigger a full-blown trade war.-          Tariffs will be bad news for the US and for the global economy-          Europe polymers producers might get short-term relief if EU imposes tariffs on US polyethylene (PE)-          US tariffs means China may now target other countries-          Chemical industry will become more regional-          If US becomes more isolated China could move closer to Europe, form new trading bloc-          Europe's chemical industry has its back against the wall-          3.4% of European chemicals capacity has shut down -          EU attitude to energy pricing has reversed – they now want to reduce them-          Chemical industry now has unprecedented access to high level Commissioners-          Energy demand will soar – AI will use as much as chemicals-          Electricity production needs to double to full electrify chemicals, other sectors-          Survival of EU as a free trade zone is important-          Chemicals CEOs can seize an opportunity if competitors closeIn this Think Tank podcast, ICIS journalist Will Beacham interviews Cefic director general Marco Mensink, John Richardson from the ICIS market development team and Paul Hodges, chairman of New Normal Consulting.

In this episode of The New Rules, host Alan Pentz is joined by Paul Hodges, Chairman of New Normal, to discuss the insights from the latest PH Report. They explore the impact of demographic shifts on the economy, the challenges of government debt, and the evolving landscape of investment strategies. Tune in for a thought-provoking conversation that navigates the complexities of today's financial world!

Paul Hodges, Founder of Near Normal Consulting draws on over 30 years of experience in the chemicals, energy and IT industries to outline the most likely scenarios in the wake of the recent US Presidential election, asking to what extent Donald Trump will be able to implement his stated agenda given the secular forces at work in the global economy. ----more---- Hodges sets the scene through his analysis of how demographic trends will impact supply and demand through the major developed economies, along with the major secular changes facing key industries such as chemicals and energy. Against a backdrop of widespread overcapacity and declining demand, Trump's proposals for tariffs even if only partially implemented, will accelerate the reversion to 'local for local' supply chains with unpredictable consequences for investors, who are already grappling with very high levels of valuations, most notably in the US equity market.

Chemicals sector executives are increasingly facing up to the idea that the sector is going through a process of reinvention, with no big recovery on the horizon and a return to pre-crisis normalcy less likely. Executives are now looking at what the next steps for the sector will be.In this Think Tank podcast, Tom Brown interviews Paul Hodges, chairman of New Normal Consulting, Katherine Sale,  ICIS head of editorial strategy, and Chris Barker, senior editor covering PVC and caustic soda, on impressions from the EPCA assembly.

In this episode, Til and Whitney dive into strategies for addressing low back pain (LBP) with hands-on work, exploring LBP's prevalence, causes, and treatments. Sharing the insights they've gained from experts such as Nikolai Bogduk, Stewart McGill, Paul Hodges, Lorimer Moseley, Helene Langevin and Antonio Stecco, they lay out the diverse views on both the structural and non-mechanical origins of LBP. Listeners will also learn about therapeutic approaches, the significance of practitioner confidence, and the importance of comprehensive evaluations. Tune in for a fascinating look at how practitioners and clients alike can better understand and work with low back pain. Key Topics: 1. Prevalence of low back pain Over 60-70% of people have episodes of low back pain at some point [01:51]  Leading cause of disability worldwide Huge economic impact 2. Potential evolutionary factors contributing to low back pain Transition to bipedalism and upright posture Differences in spinal curvature and hip mobility between cultures [05:45] 3. Causes and contributors to low back pain - [07:39] Overemphasis on disc and structural issues in the past Importance of comprehensive evaluation beyond just structural issues Role of soft tissue, muscular, and neural factor 4. Influence of practitioner perspective and confidence on outcomes [30:20] Importance of the therapeutic relationship and rapport Unexpected interventions can sometimes be effective [35:53] 5. Personal experiences with low back pain Overuse vs. underuse/immobility as contributors Debates about the significance of posture, load, and context [41:31] Limits of expertise vs. scope of practice for massage therapists Get the full transcript at Til or Whitney's sites!  Whitney Lowe's site: AcademyOfClinicalMassage.com  Til Luchau's site: Advanced-Trainings.com  Resources mentioned in this episode: ABMPs' CE Summit on LBP: live Oct 1, 2024 and free to everyone in the profession: abmp.com/summit Portions also available by recording to ABMP members and next year, to A-T Subscribers  Sponsor Offers:  Books of Discovery: save 15% by entering "thinking" at checkout on booksofdiscovery.com.  ABMP: save $24 on new membership at abmp.com/thinking.  Advanced-Trainings: try a month of the amazing A-T Subscription free by entering “thinking” at checkout at a-t.tv/subscriptions/,. Academy of Clinical Massage: Grab Whitney's valuable Assessment Cheat Sheet for free at: academyofclinicalmassage.com/cheatsheet About Whitney Lowe  | About Til Luchau  |  Email Us: info@thethinkingpractitioner.com (The Thinking Practitioner Podcast is intended for professional practitioners of manual and movement therapies: bodywork, massage therapy, structural integration, chiropractic, myofascial and myotherapy, orthopedic, sports massage, physical therapy, osteopathy, yoga, strength and conditioning, and similar professions. It is not medical or treatment advice.)

Physiotherapists Lori Forner and Paul Hodges recount their experience of the ICS Physiotherapy Forum at ICS 2023 Toronto with Marie-Pierre Cyr. Early registration for ICS 2024 Madrid is now open at www.ics.org/2024The ICS annual meeting is the must-attend, multidisciplinary event for clinical and research scientists interested in: Urology Urogynaecology Female and functional urology Gynaecology Bowel dysfunction Neurourology Pure and applied science Physiotherapy Nursing Geriatrics The ICS 2024 Madrid conference fosters collaboration between all disciplines involved in continence care.

Chemical distributors are seeing signs of a sequential improvement in demand, but increasing geopolitical volatility threatens any recovery, according to the head of trade group Fecc. -          Sequential improvement in demand, destocking winds down-          Red Sea disruption highlights continuing fragility of supply chains-          Geopolitics creates growing instability and volatility -          Europe chemicals need political support -          Permitting needs to speed up to enable low carbon energy transfer-          South Korea chemicals under intense pressure to consolidateClick here to download the 2024 ICIS Top 100 Chemical Distributors In this Think Tank podcast, Will Beacham interviews Dorothee Arns, Director General of Fecc (European Association of Chemical Distributors), ICIS Senior Consultant Asia John Richardson and Paul Hodges, chairman of New Normal Consulting. 

China's population is shrinking. The National Bureau of Statistics reports that it has fallen by about three million in two years. This puts pressure on the economy, as the number of people in work is also in decline, at the time as the group of retired and elderly people is increasing. One hope is that 2024 will see a bump in births, as it is the year of the dragon in Chinese astrology, a symbol of good fortune. In this podcast, Paul Hodges, Chairman of New Normal Consulting considers China's demographic dilemma during a discussion with regular host, Duncan Bartlett.

Paul Hodges of New Normal Consulting and publisher of The pH Report returns to Forward Guidance to update viewers on the state of the chemicals and automotive industry. Hodges sees significant overcapacity in chemicals and persistently low price of ethene, propylene, and other chemicals suggests that demand is weakening. Jack asks about whether the fall in inflation in the U.S. economy, which occurred while the labor market and spending stayed strong, indicates that a “soft landing” is a likely outcome in the U.S. or might have even already occurred. Filmed on January 5, 2024. Public dot com has just launched its new high-yield cash account, offering an industry-leading 5.1% APY. Learn more at https://public.com/forwardguidance. A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account __ Follow Paul Hodges on Twitter https://twitter.com/paulhodges1 New Normal Consulting https://t.co/d5mkV0QuBb pH Report https://new-normal.com/the-ph-report-overview/ Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Use code FG10 to get 10% off Blockworks' Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london __ Timestamps: (00:00) Introduction (26:09) The Bank of Japan Faces A Dilemma (29:09) Why China's Economy Could Remain Weak For Longer Than Many Expect (43:25) The Chemicals Market Remains Weak (55:42) Will The U.S. Continue To Be Immune To Global Slowdown? (01:09:13) Euphoria In The Stock Market (01:10:43) Hodges' Concerns About The Bond Market (01:17:59) Why Can't The Printing Continue? (01:27:52) The Federal Reserve In 2024 (01:34:12) Why Paul Is The Most Risk Averse He's Ever Been (01:40:12) Geopolitics (01:42:05) Green Energy and Electric Vehicles __ Disclaimer: Nothing discussed on Forward Guidance 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.

Welcome back to Spybrary, the ultimate podcast for spy books, spy movies, and spy TV series. In today's 'intel' episode, we share more about an upcoming Sandbaggers fan-organized virtual event featuring Roy Marsden (Neil Burnside.) Paul Hodges of the Sandbaggers Facebook community shares 'that The Sandbaggers Facebook Group will be hosting our first global event, named “Sandbagger Two”, to commemorate the 45th Anniversary of the initial UK broadcast of The Sandbaggers. It will be a virtual voice+presentation event held via Zoom on Saturday, October 7, 2023 at 11am EDT, 8am PDT, 4pm BST, etc. for 120 minutes. Besides a robust agenda, I am so excited to share the news that Roy Marsden and Greg Rucka will be the keynote speakers at Sandbagger Two. More information is available at our Facebook Group which can be found by searching Facebook for The Sandbaggers Yorkshire Television 1978-1980. I hope to see you at Sandbagger Two. We asked Paul what fans can expect, what was Roy Marsden's reaction to being invited, and why Paul thinks the spy TV show has maintained such a loyal following after all these years.

Industries, policymakers and households are braced for a tough close to 2023 and a lean 2024, but a substantial demand rebound may be more elusive even than that, with current economic conditions potentially indicating a fundamental shift in the dynamics of the global economy, rather than the low point of a cycle.In this Think Tank podcast, chief news correspondent Tom Brown interviews ICIS Insight Editor Nigel Davis, ICIS Senior Consultant Asia John Richardson and Paul Hodges, chairman of New Normal Consulting. 

The UK government has taken a relatively hawkish approach to China, with the Prime Minister, Rishi Sunak, declaring that Beijing poses the “biggest challenge of our age to global security and prosperity”. Nevertheless, Foreign Secretary James Cleverly travelled to Beijing with the goal to stabilise relations. In this podcast Duncan Bartlett discusses Britain's dilemma over China with guest presenter, Paul Hodges, Chairman of New Normal Consulting.

BIO: Paul Hodges is a trusted adviser to major companies and the investment community and has a proven track record of accurately identifying key trends in global marketplaces. He is chairman of New Normal Consulting and a Global Expert with the World Economic Forum.STORY: Paul invested in a company in the cinema industry, which according to his research, was a well-performing business. After investing, his bank's asset manager advised him to sell this stock. The stock grew 10-fold after that. Paul missed out on that windfall.LEARNING: There's no substitute for judgment. Distinguish between opinion and knowledge. Opinions are not knowledge. “Distinguish between opinion and knowledge. There'll be many people who know more than you do, but they don't actually know what they're talking about.”Paul Hodges Guest profilePaul Hodges is a trusted adviser to major companies and the investment community and has a proven track record of accurately identifying key trends in global marketplaces. He is chairman of New Normal Consulting and a Global Expert with the World Economic Forum.His consulting work focuses on the major paradigm shifts taking place in the global economy in Demand Patterns, Reshoring of Supply Chains, Renewable Energy, Circular Economy, Advanced Manufacturing, and Financial Markets. He is a regular speaker at international and industry conferences.Worst investment everPaul was lucky enough to work for one of the UK's biggest companies, where he had access to the best pension fund advisors. Paul went to one of those advisors and told them he had 20,000 pounds to invest. The advisor gave him a portfolio of eight businesses.A couple of years later, Paul started seriously thinking about a company he had kept an eye on for a while. It was in the cinema industry. The company was paying a very high dividend of 10%. It had quite a lot of cash in the bank, but everybody hated it. However, Paul went to the cinema a lot. He figured many other people also went to the cinema, so it would be a good company to invest in. Paul invested some money into that stock and added it to his portfolio.One day his bank wrote to him, saying they'd happily give him an expert review of his portfolio. They told him he had an excellent portfolio but advised him to sell the cinema company, which he did. The stock went up 10-fold after Paul sold his shares.Lessons learnedThere's no substitute for judgment.The key to success in anything is persistence.Distinguish between opinion and knowledge.Andrew's takeawaysEverybody's got an opinion, but not everybody has knowledge.Opinions are not knowledge.Paul's recommendationsPaul recommends reading a lot to continue learning.No.1 goal for the next 12 monthsPaul's number one goal for the next 12 months is to focus on his family, especially his kids and grandkids.Parting words “It was great being here!”Paul Hodges [spp-transcript] Connect with Paul HodgesLinkedInTwitter

Maggie Lake is joined by Paul Hodges, author of the pH Report and chairman of New Normal Consulting, to talk about where financial stress will break out next. This episode is sponsored by KraneShares's KRBN EFT is the 1st, largest and most liquid carbon ETF. Please read prospectus before investing at https://rvtv.io/krbn Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Japanese prime minister, Fumio Kishida issues regular warnings to the leaders of other G7 countries about risks to international security. His concerns include Russia's invasion of Ukraine, North Korea's growing missile prowess and rising tensions around Taiwan – including Chinese military exercises that involve firing missiles into waters near Japan. In this podcast, regular presenter Duncan Bartlett gives his views on the relationships between Japan, the G7 countries and China. The guest presenter is Paul Hodges, Founder of New Normal Consulting.

In 2022, China's population fell by an estimated 850,000 people, triggering dramatic reporting in the media. A headline in The New York Times said it heralded a demographic crisis. Reuters talked of "alarm", while a writer on the South China Morning Post insisted that the demographic shift marked "a watershed moment in Chinese history". In this podcast, Paul Hodges, Founder of New Normal Consulting shares his considered view of the demographic challenges faced by China. He is interviewed by Duncan Bartlett, Editor of Asian Affairs magazine.

Join us for the fantastic insight into Dr. Rachel Worman's work trying to disentangle the great web of confusion around pelvic floor muscle tone.  Rachel has taken a deep dive into all the research looking into high tone/overactive/hypertonic pelvic floor muscles and its relationship with symptoms, and produced for us all a systematic review. She has been working with the team at the University of Queensland, including Ryan Stafford and Paul Hodges, and recently produced this epic piece of brilliance: "Evidence for pelvic floor muscle increased tone/overactivity in pelvic health conditions?: a systematic review”   Rachel is a fellow MSK and pelvic health clinician and researcher. She too has been trying to understand the difference in “types of tone” in the pelvic floor muscles and how this relates to symptoms.    Rachel has a Bachelor or Science, Biopsychology, Masters in Physical Therapy, Doctorate in Physical Therapist and current PhD Candidate at the University of Queensland.    We hope this episode helps you get some clarity around pelvic floor muscle activity and tone and how we can better describe, measure, and treat those with issues surrounding greater or increased tone.   Thanks for listening.    Lori, Tam and Jo

To get $1,000 off The pH report and receive a free sample report, email phodges@new-normal.com or jack@blockworks.co, or visit https://new-normal.com/the-ph-report-overview/. Having shared his dire warnings about the chemicals market, Paul Hodges, and author of The pH Report and chairman of New Normal Consulting, returns to Forward Guidance to share equally grim tidings about the global automotive industry, which Hodges argues is entering a severe recession. Hodges notes that sales volumes and car prices are falling sharply around the world, and he discusses cyclical as well as secular themes in Asian, European, and American automobile markets.  Disclosure: The pH Report is a research partner of Forward Guidance. Blockworks receives a share of proceeds for each conversion to The pH Report. For any questions, email phodges@new-normal.com or jack@blockworks.co. -- Paul Hodges on Twitter https://twitter.com/paulhodges1 Follow Jack Farley on Twitter https://rb.gy/uesguv Follow Forward Guidance on Twitter https://rb.gy/cy0dki Follow Blockworks on Twitter https://rb.gy/igyzsj -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can't-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos -- Timestamps: (00:00) Introduction (00:50) The Health Of The Global Car Market (05:08) The U.S. Auto Market (13:49) Car Values Are Falling - What's Next? (24:32) Slowdown in Chinese Auto Market (30:30) Tesla (33:43) Autonomous Vehicles (AVs) - When WIll They Become Mainstream? (45:23) Europe's Auto Market (51:23) Investing In Electric and Autonomous Vehicles (01:06:51) China's Relationships with Non-Chinese Automakers (01:10:33) The pH Report As a Research Partner of Forward Guidance (01:14:05) The Chemicals Market Remains Stupendously Bearish -- Disclaimer: Nothing discussed on Forward Guidance 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.

LONDON (ICIS)--Global holidays loom large, with Thanksgiving taking place this week, Christmas a month away and the Chinese Lunar New Year celebrations on the horizon, taking place at the end of January 2023.While in some ways the world is in a markedly different place, following the Russian invasion of Ukraine and the ensuing energy and cost of living crisis, in some ways the same challenges persist as the pandemic and pressure to save the environment remain prevalent issues.·         The shutdown of the Yansab plant in Saudi Arabia in 2023 indicates about poor demand pickup anticipated in China·         China's continuing zero-COVID policies, continue to weigh on both manufacturing and services sectors ahead of the Lunar New Year celebrations ·         The key takeaways from the COP 27 summit and how this will impact the chemicals industry·         Industry needs legislative guidance on sustainability metrics but market forces are determining an increased rate of change On the Think Tank podcast this week Senior Reporter for Europe Morgan Condon, talks to ICIS Insight Editor Nigel Davis, ICIS Senior Consultant Asia John Richardson and Paul Hodges, chairman of New Normal Consulting about the current trends impacting the chemicals sector.

To get $1,000 off The pH report and receive a free sample report, email phodges@new-normal.com or jack@blockworks.co, or visit https://new-normal.com/the-ph-report-overview/. Paul Hodges, author of The pH Report and chairman of New Normal Consulting, returns to Forward Guidance to share the grim tidings from the chemicals industry, whose troubles Hodges argues are indicating that consumer demand will slow rapidly around the globe. After reviewing how and why the chemicals industry is a bellwether for the global economy, Hodges tells Jack Farley how the collapse in chemical prices is a harbinger for a severe global recession. Unrelenting high energy prices, which are a key input to chemical production, are making the chemical refining business even more challenging. Hodges and Farley also discuss the future of inflation and how it is affected by central banks, geopolitics, and demographics. Disclosure: The pH Report is a research partner of Forward Guidance. Blockworks receives a share of proceeds for each conversion to The pH Report. For any questions, email phodges@new-normal.com or jack@blockworks.co. -- Paul Hodges on Twitter https://twitter.com/paulhodges1 Follow Jack Farley on Twitter https://rb.gy/uesguv Follow Forward Guidance on Twitter https://rb.gy/cy0dki Follow Blockworks on Twitter https://rb.gy/igyzsj -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can't-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos Find out more about the Blockworks video editor role here: https://blockworks.co/careers/ -- Timestamps: (00:00) Intro (01:51) Chemicals Market Is Indicating The Recession Will Be Deep (14:03) The Mood Is Grim" In The Chemicals Business (19:21) Demographics Are Not Helping! (23:25) The Yield Curve Is Not The Be-All End-All (32:35) Chemical Prices Are Collapsing (40:04) Has Inflation Peaked? (44:44) In A Recession, Earnings Go Down (46:19) The Fed Put Is No More (52:51) A Food Crisis Is Brewing (55:46) Oil and Natural Gas (01:03:31) How Will Europe Handle This Winter? (01:11:17) There Is Considerable Downside Risk" (01:14:42) Discount To pH Report, Paul Hodges' Research Service -- Disclaimer: Nothing discussed on Forward Guidance 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.

LONDON (ICIS)—Sustainability continued to dominate conversations at this year's annual European Petrochemicals Association meeting, but progress in the chemicals sector has been slow as players negotiate the pandemic and the current market down-cycle.-        EPCA attendees trying to grapple with the paradigm shifts in the market-        Expectations for autumn and winter bearish-        Focus on repositioning businesses towards sustainability-        Energy crisis dominates the agenda-        Downturn could last into 2024-        Energy crisis spells end of fossil fuels, which will mean end of naphtha and ethane -       Players facing the most significant down-cycle in years amid slowing China growth-        EPCA conversations centre around how to adapt to sustainability evolution-        Sustainability shift in chems sector remains early stage despite how long the topic has been on the agenda-        Companies that look to the future and act on it will have the advantage-        Players that are slower or less ambitious in responding could face an existential threat In this Think Tank podcast, Tom Brown interviews ICIS Insight editor Nigel Davis, ICIS senior consultant John Richardson, and Paul Hodges, chairman of New Normal Consulting. 

All the views discussed in this podcast are strictly Terry Sawchuk's opinion.In the latest episode of The Lion's Den, Terry Sawchuk is joined by returning guest, Paul Hodges. Paul is a trusted advisor to major companies and has a proven track record of accurately identifying key trends in global marketplaces. He is the chairman of New Normal Consulting and a Global Expert with the World Economic Forum.In this episode Terry and Paul discuss some of the following topics: Auto Loan Market Europe Food Price Inflation Putin Geopolitics Ukraine Vs Russia Horsemen of the Apocalypse Like what Paul Hodges has to say? Read all of Paul's articles at https://new-normal.com/author/paul-hodges/ Any information discussed in this article is for educational purposes only. It is not meant to be any kind of recommendation or financial advice. The information contained in this video is intended for informational purposes only. Any opinions are those of Terry Sawchuk and not necessarily those of JW Cole Financial, Inc. or JW Cole Advisors, Inc.Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Sawchuk Wealth and JWC/JWCA are unaffiliated entities.

Here's a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Paul Hodges of the pH Report and New Normal Consulting joins Maggie Lake for another compelling episode of My Life in 4 Trades. Hodges, a 40-year financial veteran, talks about when markets will stop Fed-watching and refocus on core fundamental principles and the process of price discovery. He also explains why every trade has four possible outcomes. Learn more about your ad choices. Visit megaphone.fm/adchoices

Paul Hodges of the pH Report and New Normal Consulting joins Maggie Lake for another compelling episode of My Life in 4 Trades. Hodges, a 40-year financial veteran, talks about when markets will stop Fed-watching and refocus on core fundamental principles and the process of price discovery. He also explains why every trade has four possible outcomes.

One of the loudest messages from the Chinese Communist Party is that it has delivered wealth to citizens by creating an environment in which the economy grows and thrives. However, as a result of the zero-Covid policy and other factors, the economy has hit the buffers. Gross domestic product rose just 0.4% year-on-year in the second quarter of 2022 missing expectations and suggesting a recession could be on the way in parts of China such as Hong Kong and Shanghai. In this podcast, Paul Hodges from New Normal Consulting considers China's economic outlook with host, Duncan Bartlett.

Here's a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. Paul Hodges of The pH Report and New Normal Consulting joins Harry Melandri for a fascinating conversation on global macro. Hodges believes investors must stop paying attention to every move the Federal Reserve makes and must start paying attention to the fundamentals of equity analysis again. Learn more about your ad choices. Visit megaphone.fm/adchoices

Paul Hodges of The pH Report and New Normal Consulting joins Harry Melandri for a fascinating conversation on global macro. Hodges believes investors must stop paying attention to every move the Federal Reserve makes and must start paying attention to the fundamentals of equity analysis again.

Paul Hodges returns in a deep discussion on inflation, China, and the Federal Reserve. Paul joins Jack Farley to discuss recession and recession risk in Europe, China, and the U.S., as well as the fate of inflated hyper-growth stocks. -- Paul Hodges on Twitter https://twitter.com/paulhodges1 Jack Farley on Twitter https://twitter.com/JackFarley96 Blockworks on Twitter https://twitter.com/Blockworks_ -- Bit.com is a full-suite cryptocurrency exchange launched by Matrixport, an integrated financial services firm headquartered in Singapore. Since August 2020, Bit.com has been online supporting the spot, perpetual, futures, fixed income and options products, with a particular highlight being pioneers to launch BCH options. Bit.com is the second-largest in the BTC and ETH options market. Call to action: For any further enquiry, please contact vip@bit.com. Sign up URL: https://bit.ly/3KlgLR3 App download URL: https://bit.ly/3xer6uI -- (00:00) Introduction (13:45) Why Is Inflation Bad For Stocks? (21:24) Fate of Hyper-Growth Tech Stocks (23:15) Tesla (27:23) Ben Graham's Valuation Rules (30:03) Bit.com Ad (30:34) Recession In Europe (42:39) Recession Risk in the U.S. (46:10) Housing (49:05) The Federal Reserve (52:14) Chemicals Market Flashing Warning Signals (56:00) Recession in China (1:07:07) Electric Vehicles (EVs) and Autonomous Vehicles (AVs) -- Disclaimer: Nothing discussed on Forward Guidance 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.

In this episode, you will learn:1. The two parts of the "core"2. How this term came to be used in mainstream fitness3. What core activation and timing is and why you need it4. A simple exercise you can do to illustrate this conceptTHANK YOU to Dr. Paul Hodges for the research!!!!WAYS TO GET MORE INFORMATION:1. Subscribe to The Body.....Uncovered and share on social media or however you see fit.2. Visit michelebond.com to read and subscribe3. Purchase your copy of "5 Fitness Fallacies" and get a deeper understanding of this concept4. You can sign up HERE for the FREE Overcoming Your Weakest Link webinar!Support the Show.

South Korea's new president is enjoying attention from both the United States and China. Yoon Suk-yeol spoke with President Biden just a few hours after he was elected and is preparing to host the US leader in Seoul in May. Mr Yoon has also spoken on the telephone with Xi Jinping, who assured him that China and South Korea are “inseparable partners”. It is a delicate balancing act but there are strong indications that Mr Yoon is more inclined to strengthen the alliance with the US than to draw closer politically to China. In this podcast, Paul Hodges, founder of New Normal consulting, discusses South Korea's strategy towards China with Duncan Bartlett, the Editor of Asian Affairs.   China In Context: Episode 64 Broadcast date: 10 May, 2022

On today's episode of Forward Guidance, Jack Farley is joined by Paul Hodges of New Normal Consulting & writer of the pH report. By using leading indicators, Paul predicts cyclical changes in the economic cycle months ahead of most. After correctly calling for inflation in 2021, Paul now warns of an inflationary recession throughout 2022 & runs through the characteristics of this recessionary cycle. Paul goes on to discuss the effect of energy market disruptions in Europe, what this will mean for green energy over the next decade & beyond, how to invest in this environment & potential trouble in the CLO market whilst most investors are distracted by the current news cycle. -- BCB is Europe's leading provider of business accounts and trading services for the digital asset economy. With a dedicated focus on institutional payment services, BCB Group provides business banking, cryptocurrency and foreign exchange market liquidity for some of the world's largest crypto-engaged financial institutions. BCB Business Accounts allow businesses to load fiat currency and cryptocurrencies for payments, operations and trading purposes. BCB's clients can trade FX and cryptocurrencies quickly and at scale, with market-leading value. BCB's BLINC network is the European crypto industry's first instant settlements network and one of the first real-time payment networks of its kind to allow free, real-time transactions across fiat and digital currencies. For more information, please visit https://bcbgroup.com/jack. -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter Timestamps (00:00) Introduction (02:17) Forecasting Inflation In 2021 (03:57) Forecasting A Recession (08:15) Energy's Effect On Inflation (14:04) Natural Gas Disruption in Europe (16:42) Oil Market Outlook (19:50) A Historical Reversal In German Policy (25:12) BCB Group Ad (26:00) Can Europe Cut Reliance On Russian Energy? (39:20) Forecasting A Recession Using Oil (41:55) We Are In A Deflationary World (57:45) Trouble In The CLO Market (1:01:04) Investment Opportunities For The Next Decade & Beyond

 Chemicals players are waking up to a new era for the global economy, where supportive monetary policy and rock-bottom interest rates  give way to a lengthy period of high inflation, sped by the Russia-Ukraine war.  In this Think Tank podcast, Tom Brown interviews ICIS senior consultant for Asia John Richardson, and New Normal Consulting chairman Paul Hodges. 

In this special episode of The Lion's Den, Paul Hodges, chairman of New Normal Consulting and trusted economist for the World Economic Forum, returns for a timely discussion with Sawchuk Wealth's Terry Sawchuk about the Russian invasion of Ukraine and its potential big-picture impacts on world markets and economies. Some of the topics Sawchuk and Hodges discuss during this conversation include: -       Why Hodges believes the markets and world economies will experience more downside-       The possible motivations of Russian President Vladimir Putin and the future steps he may take-       Whether or not Hodges believes that Russia will ultimately occupy the entire country of Ukraine-       The potential impact of today's high oil prices on the economy and why it may lead to a recession -       Why raising interest rates is likely not the most effective solution for our current inflationary environment -       The possible political impacts of the crisis and how the U.S. can handle it diplomatically through a historical lens-       The chances of an internal regime change occurring within the Russian government-       How Hodges would allocate his portfolio right now in the current environment-       The signals that may indicate it is time for investors to re-enter the equity markets This entire episode is available on Apple Podcasts, Spotify, YouTube and more. Also, never miss an episode by subscribing today!  Any information discussed in this article is for educational purposes only. It is not meant to be any kind of recommendation or financial advice. The information contained in this video is intended for informational purposes only. Any opinions are those of Terry Sawchuk and not necessarily those of JW Cole Financial, Inc. or JW Cole Advisors, Inc. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Sawchuk Wealth and JWC/JWCA are unaffiliated entities. 

LONDON (ICIS) Global chemicals markets have been dominated by the Russian invasion Ukraine as the conflict has caused costs to take an immediate upswing. TotalEnergies response to the invasion The impact on upstream prices across the world Pressure on energy trade flows Downstream demand could collapse in response to rising costs Bottlenecks could shift trading to more localised level as supply routes disrupted UN Environment Assembly plastics pact, what this means for sustainability and the industry In this Think Tank podcast, Senior Reporter Morgan Condon interviews ICIS Insight Editor Nigel Davis, ICIS Senior Consultant Asia John Richardson and Paul Hodges, chairman of New Normal Consulting.Editor's note: This podcast is an opinion piece. The views expressed are those of the presenter and interviewees, and do not necessarily represent those of ICIS.

In this episode of The Lion's Den, host Terry Sawchuk, founder and chairman of Sawchuk Wealth, interviews Paul Hodges, chairman of New Normal Consulting, from the U.K. to help U.S. investors gain a third-party perspective on our markets and economy. As a trusted expert who provides economic guidance to the World Economic Forum, Hodges understands how demographics influence the markets over the long run, which is something we believe many investors overlook but should be aware of.  Some of the topics Sawchuk and Hodges discuss during this conversation include: The current state of the global equity markets and where they may be headed  How changes in populations and demographics impact the markets and economy Potential ways for the U.S. to earn enough capital for our spending without raising taxes How inflation shifts government policies and consumer perspectives Effects the labor crisis may, or may not, have on the markets Thoughts on Tesla's market performance and the future of the automotive industry Whether or not we are in the midst of a financial cold war with Russia and China The risks and potential solutions if China and the U.S. cut off economic ties Do not forget to subscribe and leave a review!

Obtaining vast amounts of renewable energy, plus a more supportive regulatory environment, are most important for Europe's petrochemical industry on its path to low carbon production. Hear Hartwig Michels, president of the European Petrochemical Association and head of BASF's global petrochemical operations, in conversation with Paul Hodges, chairman of New Normal Consulting and Nigel Davis, ICIS Insight editor.      -          Availability of green electricity is the key challenge for low carbon chemical production-          Decline in refinery petrochemical feedstocks will push recycling-          Out of 30m tonnes/year of plastic waste in Europe, 70% is not recycled-          Chemical industry must accelerate moves to net zero-          Sustainability will have a cost for industry and society-          Supply chain, logistics crisis could last at least six months-          Container logistics still disrupted, prices rising again-          Supply shortages, higher prices impact customers-          Record-breaking gas, electricity prices push up production costs-          Slowing demand may alleviate supply chain woes-          Short-term and long-term approaches required to strengthen supply chains

Key economic indicators point to a global slowdown, with margins for many chemicals either contracting or expected to contract.In the ICIS Think Tank podcast, chief news correspondent Tom Brown talks to insight editor Nigel Davis, senior consultant John Richardson, and Paul Hodges, chairman of New Normal Consulting, about Shell's dramatic move, the clean energy transition, supply and demand shifts in the global polyethylene market, and a potential correction to global inflation in the near future.

The crisis at the Chinese property group Evergrande Group has brought into focus the exorbitant lifestyle of its chairman, Hui Ka Yan. After vying with Jack Ma for the title of Asia's richest man, Mr Hui's fortune is plunging, as his company defaults on crucial debt repayments. Neither the government nor the central bank seem prepared to bail him out. Yet with liabilities running into hundreds of billions of dollars, Evergrande is seen by investors as a reminder of the risks of doing business with China. In this podcast, Paul Hodges, Chairman Of New Normal Consulting discusses the issues with Duncan Bartlett, Editor of Asian Affairs magazine.    China In Context: Episode 38   Broadcast date: 26 October, 2021

The American Chemistry Council's chief economist analyses the impact of Storm Ida and reflects on key changes which have shaped the chemical industry over the last 30 years. -          Storm Ida will delay US inventory rebuild into 2022-          After Storm Uri consensus was for inventory rebuild by Q3/4 2021-          Around 15% of US ethylene capacity could be offline for 2-3 weeks longer-          Ida adds to existing difficulties in global supply chains-          Ida outages impact Europe's ability to import from the US-          Shortages may continue to inflate prices -          Constant supply chain disruption could spell end of globalisation-          Only 30% of shipping is arriving on time-          Shale gas revolutionised US chemicals-          Focus on quarterly results at expense of long-term vision-          Climate emergency, low carbon production will drive industryKevin is joined by ICIS Insight Editor Nigel Davis, and Paul Hodges, chairman of New Normal Consulting. 

Global operating rate races past 90% for the first time in 30 years, says the American Chemistry Council Healthy downstream production, except for automotive Pandemic restrictions, logistics crisis has driven tight supply/demand for chemicals New Asia crackers about to start up Low vaccination rates threaten economic recovery, especially in Asia Long-term logistics, production disruption will boost local supply chains China manufacturing hurt by logistics costs, delays on exports Weaker China demand will reduce need for chemical imports In this Think Tank podcast, Will Beacham interviews Nigel Davis, ICIS Insight Editor, John Richardson, ICIS Senior Consultant Asia, and Paul Hodges, chairman of New Normal Consulting.

Hosted by  Cristiane Carboni with guests Paul Hodges and Jo Milios.Recorded on 3 June 2021. 

RV Live replay: Paul Hodges of The pH Report and New Normal Consulting returns to Real Vision to update viewers on the health of the global economy and what that means for financial markets. Hodges and his team see big changes on the horizon and, through their analysis of the chemical industry, auto market, and technology sector, see a return to the "old normal" as being highly unlikely. In this interview with Max Wiethe, Hodges highlights the important data leading him to believe that post-COVID the world will look very different as demand patterns shift, reshoring continues, and momentum for "the green recovery" grows. An excerpt from the most recent edition of The pH Report looking at the auto market can be found here: https://www.realvision.com/issues/auto-markets-shaken-by-covid-and-evs. To access Hodges' charts, please use this link: https://rvtv.io/3bvZXqA. Learn more about your ad choices. Visit megaphone.fm/adchoices

Hosted by Lori Forner with guest Paul Hodges. Plus an introduction to the series from Cristiane Carboni and Melanie Morin.Recorded on 12 April 2021.

The International Continence Society Podcast is coming! On behalf of the ICS Institute of Physiotherapy, I had the pleasure of interviewing Professor Paul Hodges for Episode 1 on Balancing Mobility and Stability within the #pelvicfloor and am excited to be able to share some of it here first. This episode on The Pelvic Health Podcast is only half of our discussion - you can catch the entire episode as of June 1 (2021) on the new ICS Podcast through their website and all major podcast platforms like iTunes and Spotify. The ICS Podcast series line-up is not to be missed and aims to highlight the amazing speakers in pelvic health that will be presenting at this year’s ICS Virtual Conference on October 14-17. So sit back and get ready to be floored by only some of the wisdom of Prof Paul Hodges on concepts and research on pelvic floor muscle stiffness, movement, pain, strength and so much more. Don't forget to look for the new ICS Podcast in June to listen to the rest of this episode and so much more!   Thank you to Always Discreet for sponsoring this episode of The Pelvic Health Podcast.  

Paul Hodges, the accidental café owner. We're sorry the sound quality isn't brilliant on this episode. It was never Paul's dream to own the number one outdoor cafe in the UK. Paul used to run large and successful construction company, but life chances, happenstance and fortunate meetings led him Capel Curig and to what is now the Siabod Café. Find out about Paul his journey and how he, with his fantastic team, have turned the Moel Siabod Cafe in to your number one destination. Find out about Paul charity works, his running and what he thinks about Snowdonia and what might lay ahead

Brexit can be compared to a slow puncture, where future decisions on investment might see the country's chemical industry and value chains gradually lose out to other places.- Chemicals may see long-term damage as investment diverted elsewhere- UK chemicals face complex customs procedures with or without a trade deal in place- Under no deal tariffs will apply each time a product crosses the border- For downstream automotive, aerospace this could add significant costs - Expect more logistical and regulatory challenges such as UK Reach- Biden administration will give a big boost to climate change, sustainability agenda- US chemical companies will quickly wake up to this challengePodcast interview with Paul Hodges chairman New Normal Consulting; Nigel Davis, ICIS Insight Editor and John Richardson, ICIS senior consultant, Asia.

The news that ExxonMobil will write down up to $20bn in asset values shows that the era of fossil fuels is drawing to a close, so chemical companies must focus on completely new strategies for long-term success. - ExxonMobil write downs signal the end of reliance on fossil fuels - Companies need to understand demand trends on a micro basis- Four key megatrends for chemicals strategies are pandemic, sustainability, demographics, geopolitics- Chemical return on capital employed is falling as over-capacity increases- China self-sufficiency in chemicals will force plant closures, moves downstream - With or without a deal, Brexit is a disaster for UK industry- Boston Consulting Group analysis shows Jan-June 2020 chemicals Total Shareholder Return (TSR) was -11% driven by falling sales and profits- By 2021 expect significant bounceback to 2019 levels driven by prices and volumes - Chemical companies must analyse role in circular economy/sustainability agendaPodcast interview with Andreas Gocke, managing director and senior partner at Boston Consulting Group; Nigel Davis, ICIS Insight Editor; Paul Hodges, chairman of New Normal Consulting and John Richardson, ICIS senior consultant for Asia.

Manufacturing hundreds of millions of coronavirus vaccine shots could boost demand for polypropylene (PP), but not enough to compensate for losses in other end use markets.- Coronavirus vaccine packaging may boost demand for polypropylene (PP)- But not enough to replace lost demand from other end uses- Refinery closures will restrict petrochemical feedstocks- End use markets shifting to renewables, low carbon technologies- Danger that fiscal tightening could stifle recovery, raise unemployment- Current wave of lockdowns not as damaging to economies- Lack of visibility on demand patterns beyond Q4Podcast interview with Rhian O'Connor, ICIS lead analyst for demand modelling and Paul Hodges, chairman of New Normal Consulting.

Whether Donald Trump or Joe Biden wins the US election, inexorable market forces will push the US away from fossil fuels and towards adoption of low carbon technologies.- Market forces are more powerful than presidents- Market forces will force switch away from fossil fuels to recycled feedstocks- Biden likely to push solar, wind, electrification of transport- Biden unlikely to reverse Trump's China trade tariffs- Fundamental shift in US-China relations unlikely to reverse- Signing back up to Iran nuclear deal would increase oil and chemical supply Listen to this podcast interview with ICIS Chemical Business deputy editor, Joseph Chang; and chairman of New Normal Consulting, Paul Hodges.Interview by Will Beacham

China is expected to unveil far-reaching plans which will impact the chemical industry around the world at this week's Fifth Plenum meeting. - China could come to dominate global plastics recycling technology- Could dominate global renewable energy and electric vehicles- Build global alliance of countries which believe human activity creates climate change- Big strides in cleaning up China's environment- More petrochemical self-sufficiency - Expansion of Belt and Road initiative- Rapid action on pandemic, allies to receive vaccines- Growth of domestic self-sufficiency and poverty reductionPodcast interview with Paul Hodges, chairman New Normal Consulting; Nigel Davis, ICIS Insight editor and John Richardson, ICIS senior consultant, Asia.

Super excited to have one of my most favourite macro analysts on the pod. Paul Hodges is a world-renowned expert on the Chemicals industry and Macro in general, and also the author of the pH Report. The Chemicals industry is the 3rd largest in the global economy and is interconnected with almost all physical products; the trends within it are one of the best leading macro indicators We dive into the ticking demographic time bomb facing the world, and its many ramifications for people, business and governments. How COVID has changed most industries and now presents great opportunities for step changes in technology, and decentralisation - especially for budding entrepreneurs The next 20 years will see far more new technology than the last 20 years as technology builds upon previous advances in an exponential manner, so it's healthy to not listen too much to people that say your latest 'crazy idea' is impossible! As always, if you have any feedback good/bad/ugly please DM me on Twitter @Darky999

How to capture growth from sustainability amid rapid changes to end use markets and the energy mix topped the agenda at this year's virtual European Petrochemical Association (EPCA) meeting. - Industry must change rapidly to meet need for low carbon, sustainable Europe- With oil refineries closing, less naphtha availability may drive recycling- Coronavirus has accelerated existing paradigm shifts- BASF's troubles reflect industry situation in Europe- Polyethylene (PE) demand could fall rapidly if furlough schemes cutListen to this podcast with Caroline Ciuciu CEO, EPCA; John Richardson, ICIS senior consultant, Asia; Paul Hodges, chairman New Normal Consulting and ICIS Insight editor, Nigel Davis.

The pandemic is pushing Europe's petrochemical sector in new directions, but with a more flexible approach the industry can emerge stronger for long-term success. - Very limited visibility means maximum flexibility required- End use markets behaving in new and unusual ways- Pandemic has accelerated pre-existing trends- Europe faces new trends such as energy abundance, re-shoring of supply chains- EU Green Deal is a big opportunity for Europe petrochemicals- Europe will compete with China for dominance in green energy- Europe could “scrap and build” to transform chemical industry- Less naphtha supply will drive more recyclingListen to this podcast interview with European Petrochemical Association president Marc Schuller; Paul Hodges, chairman of New Normal Consulting, and author of the pH Report; John Richardson, ICIS senior consultant, Asia and ICIS Insight editor, Nigel Davis.

Coronavirus is accelerating the shift from a linear to circular economy, putting $400bn in petrochemical investments at risk or redundancy. - “Peak Plastic” reached on switch from linear to circular economy - $400bn in petrochemical investments may become redundant - No deal Brexit increasingly likely from January 2021- Chemical companies must ensure they and their suppliers are ready- Must understand complexity of customs procedures, rules of origin requirements- Extra time for UK Reach compliance welcome but questions over data access- Suppliers/manufacturers may withdraw from UK market- Coronavirus means more companies may cut UK and focus on larger EU27- China polyester recovery is supply, not demand-led- Pessimism on export demand for Christmas/Thanksgiving - Only weak bounce back evident in petrochemicals- Pandemic hurting emerging nations badly, could take a generation to recoverListen to this podcast interview with Paul Hodges, chairman of International eChem; John Richardson senior consultant, Asia for ICIS and Nigel Davis, ICIS Insight editor.

The downturn for global chemicals began back in December 2017, and has accelerated through the pandemic, coupled with a lack of visibility on future demand patterns.- Muted bounce back is underway for chemicals Chemical capacity utilisation has fallen since December 2017- Accelerated during pandemic, and has not recovered - 2008/9 saw stimulus for automotive, construction- 2008/9 China implemented huge package to compensate for collapsed export markets- Aging populations will now drag on growth- Sustainability, affordability now key trends- Emerging economies held back by poor export markets, lack of governance- China needs to reform its economy to allow a middle class to emerge- Coatings hit badly by downturn in commercial property- Chemicals must move on from GDP-related demand growth assumptions- Forensic focus on new demand patterns can identify opportunities- Companies must accept the lack of visibility as a starting pointListen to this podcast interview with John Richardson, ICIS senior consultant, Asia and Paul Hodges, chairman of International eChem.

An effective coronavirus vaccine could be years away so chemical companies must pivot their business strategies now to address permanent changes in demand patterns.- Science suggests effective vaccine for coronavirus could be years away - Huge technical challenges for scale up and delivery plus access in developing countries- We must get used to permanent changes to chemicals end use markets- Aerospace, automotive may never recover- Chemical companies need thorough bottom-up analysis of impact on demand- Big jump in unemployment will drive job creation through local supply chains- Virus and trade war will drive creation of two trading blocs centred on China and US- US and allies could lose access to fast-growing emerging markets- Carbon taxes and circular agenda will accelerate recycling, local supply chains- Focus on products which help reduce waste, such as food waste- Pandemic means companies are even less prepared for Brexit than beforeListen to this podcast interview with Paul Hodges chairman, International eChem and author of the pH Report; and John Richardson ICIS senior consultant, Asia.

Chemicals demand may never return to pre-pandemic levels so a radical shake up in business models is required, with a focus on local supply chains, recycling, and meeting people's basic needs. - Short-term “sugar lift” from furlough and unemployment schemes- As these end, could be major unemployment and social problems in H2- PE demand has been resilient as more low-paid people have had spare liquidity- V-shaped recovery in China is driven by production, not true downstream demand- Chinese companies have built massive inventory on expectations of higher future prices- Floods also dampening China recovery- Measuring economic recovery in percentage terms does not give true picture- You need to look at absolute figures to judge recovery- Demand may never return to pre-pandemic levels due to lower car ownership, less flying, aging population - Could take a generation to fix the global economy- Chemical industry business models need radical shake-up for new opportunities- India needs to put in basic infrastructure of healthcare, education, sanitation before it can advance- If chemical industry can serve basic needs of developing countries it can unlock demand- Iran and China are developing a symbiotic relationship- $280bn investment by China in Iran could stimulate petrochemicals- US could be shut out of China export markets as it switches to Iran, Belt and Road- Re-shoring of supply chains driven by pandemic disruption, lower demand, circular economy Listen to this podcast interview with John Richardson, senior consultant, Asia for ICIS and Paul Hodges, chairman of International eChem and author of the pH Report.

Europe's new €800/tonne levy on waste plastic packaging will force chemical supply chains to take recycling more seriously and could drive product substitution. - What we know and don't know about the €800/tonne EU levy on plastic packaging waste - Tax could lead to polymer substitution away from polymers which are less easy to recycle, or to other materials- The levy could accelerate adoption of recycling technology and infrastructure- But huge challenges as recycled polymer sector not yet developed enough- Polymer and carbon taxes will act as a “short, sharp shock” for chemical companies and supply chain- Move to local, sustainable production will accelerate- Oil prices propped up by China and India building reserves which are now full- China may switch from being the world's largest net importer of polypropylene (PP) to net exporter by 2022- Global PP moving towards “perfect storm” of over-capacity amid structural changes to demand- PP producers must focus on sustainability, affordability, local supply chainsInterview with Paul Hodges, chairman of International eChem; John Richardson, ICIS senior consultant Asia; Mark Victory, ICIS senior recycling editor and Helen McGeough ICIS senior analyst, plastics recycling.

BP's decision to sell the bulk of its petrochemicals assets raises questions over the narrative that the sector as a saviour of the oil and gas industry, as some players start to look beyond the hydrocarbon era.Also discusses the recent rise in coronavirus infection rates, China's imminent move to polypropylene independence, and paradigm shifts in the pandemic.ICIS deputy Europe news editor Tom Brown talks to Paul Hodges, chairman at consultancy International eChem; John Richardson, ICIS Senior Consultant, Asia; ICIS Insight Editor Nigel Davis.

Coronavirus impact may accelerate China's self-sufficiency in chemicals, leaving the global industry struggling with overcapacity as that huge export market closes. - Industry pulling out of depths of downturn- But risk of second wave is high, infection rates rising globally- China's drive for chemicals self-sufficiency will increase- China PX imports could fall from 16m tonnes to 9m tonnes in 2020- China refineries likely to run hard, flooding markets with gasoline and other products- Refinery/petrochemical interface under pressure- Global economy was in trouble before Coronavirus- Paradigm shifts accelerating – shift from fossil fuels, regional value chains, service-driven business models - Europe isocyanate markets gradually improving from very low levels- Demand from automotive still poor- Chemicals face changing auto market on switch to electric, autonomous Listen to this podcast interview with Paul Hodges, chairman at consultancy International eChem; John Richardson, ICIS senior consultant, Asia; ICIS Insight Editor Nigel Davis and Fergus Jensen who reports on Europe isocyanates.

Hopes of a recovery in demand in June and July may not be realistic and the chemical industry should focus on steps to retool for different future market needs, senior chemicals commentators said on Monday.Expectations for June/July and rest of 2020Economy could be permanently at 70-90% of previous levelsEU's €750bn rescue package and what that could mean for chemicalsHow a move to local supply chains could transform the chemical industryRevolution in Europe's PMMA sheet market - from doldrums to new investmentsFears about increasing social unrest in the US and globallyListen to this podcast interview with Paul Hodges, chairman at consultancy International eChem, ICIS Insight Editor Nigel Davis and Katherine Sale, senior editor in Europe for acrylates, polymethyl methacrylate (PMMA) and methyl methacrylate (MMA).Podcast interview by Will Beacham

With economies collapsing around the world, and chemical supply chains under intense pressure, the circular economy and sustainability agenda faces disruption. - Recycled polymer markets squeezed as virgin prices fall- Bankruptcies and closures possible May/June- Commitments/targets likely to remain in place- Crisis may make it more difficult to meet targets- Move from global to local supply chains will support recycling Listen to this podcast interview with Paul Hodges, International eChem chairman; John Richardson, senior consultant, Asia, for ICIS; Matt Tudball, ICIS senior editor Europe for recycled polyethylene terephthalate (R-PET) and Mark Victory, ICIS senior editor for Europe recycled polyethylene (R-PE) and polypropylene (R-PP).Podcast interview by Will Beacham

Welcome to this special ICIS chemicals podcast where we hear from our European customer and editorial advisory board about the challenges their organisations or sectors have faced because of coronavirus.We also discuss how the world might look different as we emerge from the lockdowns, and how the industry can prepare for this new post-virus reality. The board meets once a year to discuss market trends and advice ICIS on its strategic development. Its members include senior figures from the world of chemical production, distribution and consulting. They discuss:- impact of coronavirus so far and through 2020 - Longer-term structural changes to industry and markets - How the industry can emerge stronger from this period of unprecedented disruptionListen to this podcast interview with Paolo Cescutti, chief procurement officer at AMB Packaging; Marco Hesselink, senior commercial director, at detergent group Sirius International; Paul Satchell, industry consultant; Paul Hodges, chairman of International eChem; Guenther Eberhard, managing partner at DistriConsult and Dean Curtis, president and CEO of ICIS.Podcast interview by Will Beacham

The Connected Yoga Teacher Podcast 151: Male Pelvic Health & Yoga with Dr. Susie Gronski   Description: Pelvic health is a recurring topic on this podcast, but most of the time, it is about pelvic health in general or particular to female-bodied people. However, pelvic health is something important to male-bodied people too, so on this episode Dr. Susie Gronski sheds some light on male pelvic health and the issues surrounding that.   Dr. Susie Gronski describes herself as “the physiotherapist for your privates”. She is a licensed doctor of physical therapy, board certified pelvic rehabilitation practitioner, and a certified health coach. On her podcast In Your Pants, Dr. Susie approaches the topic of pain, pelvic health, and sexuality with open and transparent conversations. Apart from providing 1:1 hands-on consultations with her patients to teach them how to be the expert in treating their pelvic pain, Dr. Susie is also a Registered Yoga Teacher, and brings that aspect into her work.   What are some of the concerns that male-bodied people have regarding their pelvic health, and how can yoga or PT help? In this interview, Dr. Susie addresses a variety of topics - from pelvic pain, to urinary issues, from how pelvic health relates to sexual function, to myths around pelvic health.    If you know someone who is male-bodied, or are a male-bodied person yourself - this episode has great information that will be beneficial in understanding more about male pelvic health.   Key Takeaways: [6:55] Shannon introduces her guest for this episode - Dr. Susie Gronski. [7:53] What is the work that Dr. Susie does and who does she do it for? [8:38] What has the challenge been as a female-bodied person addressing male body part issues? [12:58] Be aware of the language and terms you use around the topic of pelvic health! [14:27] What are some of the main issues that male-bodied people face with regard to pelvic health? [19:10] Dr. Susie shares an anecdote of a patient she is working with. [22:15] Pain is a very personal experience that varies greatly from person to person, and particularly with men, there is a lot of stigma around how they should act or seek help. [23:50] Lower back pain can also be related to pelvic health. Dr. Susie explains how. [26:29] How does the male pelvic floor function differently from the female pelvic floor? [30:50] What is the relationship between between pelvic pain and stressful images or experiences? [35:47] What are the benefits of going to see your pelvic health PT or going to yoga class for some of these issues? [40:33] It is important to not always be focused on engaging the pelvic floor muscles but to maintain some balance to optimize function. [45:52] How can we encourage men to attend a pelvic health class or a yoga class? [47:50] When should men see a pelvic health PT for any issues they're experiencing? [53:53] Dr. Susie recommends that people should see a PT who specializes in male pelvic health, and she explains why. [56:19] What are some resources Dr. Susie recommends to find a male pelvic health specialist? [58:13] What is Dr. Susie's podcast about? [58:38] What is the biggest myth or misconception men have about their pelvic health? [1:01:59] What are Dr. Susie's thoughts on hernias and exercise in male bodies? [1:05:53] What were your key takeaways from this episode?   Links: Dr. Susie Gronski In Your Pants Podcast with Dr. Susie Gronski The Connected Yoga Teacher Podcast Episode 150: Start a Membership Site with Amanda McKinney Other resources on Pelvic Health Mayday! Mayday! My Pelvic Floor Is Malfunctioning…, By Dr. Susie Gronski Pattern of activation of pelvic floor muscles in men differs with verbal instructions: Pattern of Activation of Pelvic Floor Muscles, by Paul Hodges et. al.  Study of stress and relation to pelvic floor Pelvic Pain Support Program The Connected Yoga Teacher Podcast Episode 009: Kegels, Mula Bandha and Pelvic Health with Shelly Prosko The Connected Yoga Teacher Podcast Episode 129: Pelvic Floor 101 with Marie-Josée Forget Find a pelvic health PT: Pelvic Guru - Global Pelvic Health Solutions - Canada American Physical Therapy Association (APTA) Sex is a Funny Word: A Book about Bodies, Feelings, and YOU, by Cory Silverberg and Fiona Smyth Yoga for Pelvic Health Teacher Training   Gratitude to our Sponsor Schedulicity and Pelvic Health Professionals   Quotes from this episode:   "There's a lot of isolation and stigmatization and taboo around helping male-bodies."   "The prostate has been blamed for a lot of male pain issues, but if you look at the research and the literature, the stats are about 95-97% of them have no correlation to an infection at all."   "Part of my role is to help them to be aware of that protective response, and question whether or not that's necessary for them in that moment."   "Sexual health issues, they often are intertwined with psychological or psychogenic components as well."

In a bonus edition of the MoneyWeek Podcast, Merryn and economist Paul Hodges have a wide-ranging chat about the state of the global economy and the key indicators that are now starting to point to just how bad things are. Plus, China, globalisation, the slide in the London prime property market, and a host of other subjects, including demographics, fertility and the oil price.

F. Scott Feil sits down with Sandy Hilton, Sarah Haag, & Karen Litzy while they are all at CSM 2018 in New Orleans to talk about international conferences. They talk about the benefits of going to international conferences, how to navigate international conferences, how to navigate which conference is best for you to attend, differences between conferences in the U.S and conferences outside of the U.S, the guests pitch their favorite conferences, and much more!   Join Karen and others at the Women in PT Summit!! The Early Bird rate expires on August 1st so be sure to grab a ticket at the discounted rate! Women in PT Summit: http://womeninpt.com/   Karen Litzy's Website: https://karenlitzy.com/  The Healthy, Wealthy & Smart Podcast Website: http://podcast.healthywealthysmart.com/  The Healthy, Wealthy & Smart Podcast on Itunes: https://itunes.apple.com/us/podcast/healthy-wealthy-smart/id532717264?mt=2  Karen's Interview on Therapy Insiders on "Why Aren't There More Women Leaders?" : https://itunes.apple.com/us/podcast/why-arent-there-more-women-leaders-special-episode/id609009250?i=1000384711690&mt=2  Karen's Facebook Page: https://www.facebook.com/karen.litzy  Karen's Twitter Page: https://twitter.com/karenlitzyNYC  Karen's Instagram Page: https://www.instagram.com/karenlitzy/  Entropy Physio Website: http://entropy-physio.com/  Pain Science & Sensibility Podcast: https://itunes.apple.com/us/podcast/pain-science-and-sensibility/id1003630972?mt=2  San Diego Pain Summit Website: https://www.sandiegopainsummit.com/  Sandy's Facebook Page: https://www.facebook.com/sandy.hilton.73  Sarah's Facebook Page: https://www.facebook.com/sarah.haag.129  Sandy's Twitter Page: https://twitter.com/SandyHiltonPT  Sarah's Twitter Page: https://twitter.com/SarahHaagPT  Sandy's Instagram Page: https://www.instagram.com/sandyhiltonpt/  Sarah's Instagram Page: https://www.instagram.com/ssarahjopt/  The PT Hustle Website: https://www.thepthustle.com/  Schedule with Kyle Rice : www.passtheptboards.com    HET L.I.T.E Tool: www.pteducator.com/het  Biographies: Sandy Hilton graduated from Pacific University (Oregon) in 1988 with a Master of Science in Physical Therapy and a Doctor of Physical Therapy degree from Des Moines University in December 2013. She has worked in multiple settings across the US with neurologic and orthopaedic emphasis combining these with a focus in pelvic rehabilitation for pain and dysfunction since 1995. Sandy teaches  Health Professionals and Community Education classes on returning to function following back and pelvic pain, has assisted with Myofascial Release education, and co-teaches Advanced Level Male Pelvic Floor Evaluation and Treatment. Sandy's clinical interest is chronic pain with a particular interest in complex pelvic pain disorders for men and women.  Sandy is the co-host of Pain Science and Sensibility, a podcast on the application of research into the clinic.    Sarah Haag graduated from Marquette University in 2002 with a Master's of Physical Therapy. Sarah has pursued an interest in treating the spine, pelvis with a specialization in women's and men's health.  She went on to get her Doctorate of Physical Therapy and Masters of Science in Women's Health from Rosalind Franklin University in 2008. In 2009 she was awarded a Board Certification as a specialist in women's health (WCS). Sarah also completed a Certification in Mechanical Diagnosis Therapy from the Mckenzie Institute in 2010.  Most recently, Sarah completed a 200 hour Yoga Instructor Training Program, and is now a  Registered Yoga Instructor. Sarah plans to integrate yoga into her rehabilitation programs, as well as teach small, personalized classes.  Sarah looks at education, and a better understanding of the latest evidence in the field of physical therapy, as the best way to help people learn about their conditions, and to help people learn to take care of themselves throughout the life span.   Karen Litzy started her physical therapy career in an inpatient hospital in Scranton, Pa. Moving to New York a few years later she had the opportunity to work for the New York public school system, Broadway musicals and orthopedic outpatient clinics. While the work was rewarding, she always felt like she could do more to serve her clients.  As she was searching for ways to provide a more comprehensive approach to practicing physical therapy she became overwhelmed with requests from clients to be seen in their home or office. This was an opportunity to provide not just convenience, but a different kind of practice. By adopting a “concierge” model, she could dedicate a full hour of one-on-one treatment to each and every client. Now she had ample time to evaluate, treat and re-evaluate. The concierge model allowed me the time to provide vital client education. Her clients would now benefit from a comprehensive home education program.  As part of her commitment to her clients and her career, She is constantly engaging in continuing education. She has been lucky enough to learn directly from some of the best in the profession. She has received certificates from Dr. David Butler, Dr. Lorimer Moseley, Dr. Adriaan Louw, Dr. Paul Hodges, The Institute of Physical Art, The American Physical Therapy Association, Hospital for Special Surgery, and many more. She graduated from Misericordia University with her masters degree in Physical Therapy in 1997 and then graduated from the same university in 2014 with a Doctorate of Physical Therapy.  She is the host of the podcast, Healthy, Wealthy, and Smart. The podcast provides up to date clinical information combined with business strategies from the best and brightest thought leaders in physical therapy, wellness and entrepreneurship. The show promotes the profession and provides a channel to get the most accurate information out there for both practicing physical therapists and everyday people.  She is a proud member of the American Physical Therapy Association (APTA), the Orthopedic Section of the APTA, the Section on Women's health, the Home Health Section and the Private Practice Section of the APTA. She is also an official spokesperson for the APTA as a member of their media corps.  Physical therapy is an ever evolving practice and for her, a personal journey. That's why she's committed to staying at the forefront of the industry. Through continuing education and her practice, she works to enrich myself so she can impart to others the true value of physical therapy. Her mission is to show people how physical therapy can improve their lives. This is what drives her to help her clients attain their own goals and for herself to build upon the work of those who have helped lead the way

Merryn Somerset Webb talks to Paul Hodges about how the current wave of refugees could be the answer to Britain's demographic time bomb.