Charting The Rise Of A Multipolar World Order Philip Pilkington is an unorthodox macroeconomist. Andrew Collingwood is an equally skeptical journalist. Lately, both have realised that - post-Ukraine, post-Afghanistan withdrawal - the old, unipolar, US-led world order is in its death throes. In its wake, something new is being born. But what shape will that take? That will depend on a combustible combination of economics and geopolitics; trade and military muscle. Each week, our duo take thre ...
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Podcast about the BPP label, artists involved, influences and general art and music discussion...
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Did You Enjoy The Theatre Mrs Trump?, Let's Vance, Ponzi Capital Management
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You were only supposed to blow his bloody head off... As Donald Trump is saved by God Almighty, we’re indisputably living in the lucky timeline. But while the country might have dodged civil war, American politics has been changed utterly by the events of Saturday. And still not for the better. Meanwhile, Trump’s VP pick is lukewarm on Britain, and…
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To Viktor The Spoils, Girondins Meet The Jacobins, The Loveless Landslide
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Viktor Orban has been taking secret flights. Dodging the CIA’s aviation monitoring to jet into Moscow. The Hungarian honcho is now fashioning himself as a shuttle diplomat in the Russo-Ukranian War, just as his country takes the rotating Presidency of the EU Council. What was the goal of this clandestine trip? And did he still get the air miles? Me…
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Special Edition: "The First Debate Did Not Take Place" - Info Wars, Narrative Control and Modern Washington - feat. Malcom Kyeyune
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In the halls of modern government the info-wizard is king. Media consultants, political strategists, whatever title they assume they always promise the same thing: magic worked through information control; spells cast by incantation. In the first week of March 2022, only a few days after the Russian invasion of Ukraine, a slew of articles came out …
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Premium Episode: EU On Manoeuvres, feat: "The ECB Plot To Rein In Europe's Rogue States" & "The Atlanticists' Diplomatic Coup"
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This week, it’s a double header of audio essays on Europe’s elite power-plays. One From Andrew Collingwood - on the Atlanticists and the Autonomists taking their battle for supremacy into the new EU administration. And another from Philip Pilkington setting out how a new kind of Trussification may be coming for the states within the ECB… Is Le Pen …
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Putin In Pyongyang, Milei Down And Die, Don't Believe Your Von Der Leyen Eyes
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As Vladimir Putin meets Kim Jong Un, big trade plans are afoot. Much to the chagrin of Western leaders. Seems like we’re about to answer an important question: what happens when the collective set of people you’ve sanctioned gets so large that they can all successfully trade with each other? Which invites yet another question - did no one think of …
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Special Episode: Mr Kyeyune Goes To Washington
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Military-industrial blogger Malcom Kyeyune spends his life talking and thinking about US war preparations. So what was it like when he finally left his Swedish fortress and visited the capital of the Global American Empire, Washington DC? Malcom is just back from his first international conference. The Lads pick up on his time talking to the genera…
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Madame El Presidente, Buyout Britain, Ankara’s Away
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Mexico has a new President. She’s the first woman President. She’s the first Jewish president. But most importantly, she’s the second Andrés Manuel López Obrador President. As the outgoing leader’s hand picked successor takes over, what does the continuity version of his wiley non-orthodox socialism look like when it comes to Mexico’s global standi…
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This week: in light of the upcoming UK General Election, we're digging into what Britain will look like in five years time. Caught in a low growth high-debt trap, with currency and trade issues cutting off any room to manoeuvre, what's the softest landing for the G7's most vulnerable economy? *** This is a premium week. So to get the full hour show…
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When Liberals Kill, G7 Suicide Pact, Dollarmageddon
1:00:35
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The assassination attempt on Robert Fico has left Europe bemused. Shouldn’t it have left Europe stunned? In an age where condemnation of violent rhetoric has never been fiercer, it seems condemnation of actual violence has seldom been milder. As we move into a more fractious and populist age, what are the implications of the media’s seemingly diver…
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Special Edition: Two Crystal Balls And The Death Of The Washington World Order
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This week, a special edition. Two relatively short term scenarios, with very long term implications. Presented in audio essay form, by our two hosts. In Part One, Philip Pilkington outlines his take on what could happen after the US election. An extended sketch on the possibilty of violent Trussification. He thinks that bond market bullying of the …
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Xi Came In Through The Belgrade Window, Egypt's Pyramid Scheme, Per Capita No Cap
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Belgrade. Budapest. It’s not the classic tourist itinerary – but by his very footprints, Xi Jinping’s historic state visit is redrawing the power map of Europe. What does the continent look like once he’s done stomping about? Meanwhile, the Pound is in deep trouble - the Egyptian Pound, that is. As the land of the pharaohs takes a 45 % haircut on i…
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This week, as advertised on Twitter dot com, the lads are answering your questions. Among other topics, they cover: Rent-seeking behaviour in the West. Airbus. The German elite. The Mexican-American standoff Book recommendations. The life-changing magic of JM Keynes And memes. Of course, this is also a premium week. So to get the full two hour show…
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Yuan Way Or Another, Korea Advice, Dollar Save Club
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Like Germany hiding in the Euro, China have long played the game of keeping their currency soft, to juice their exports. But now, with the accelerator still jammed to the floor on US inflation, it seems that the powers in Beijing might be looking to devalue the Rimimbi even further. Everyone plays currency games - the trick is not to get caught. An…
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Bananageddon, We’re Gonna Need A Bigger Boat, Enter The Draghi
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A diplomatic incident in Latin America has somehow become the focal point for an ever-expanding range of stories - from the Venezuelan elections, to US energy policy to Ecuadorian banana exports to Russia. Leading even coolheaded observers to ponder the question: are we approaching the Latin American embassy incident singularity? Meanwhile, there a…
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Special Episode: Big Trouble With Little Rocket Man
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Little Rocket Man has a new toy. This month, Kim Jong Un unveiled a Bond-villain-like missile with an extending tip. On that tip was what looks to be a hypersonic glide vehicle. A hypersonic glide vehicle is the real deal. They're extremely fast. They can manoeuvre at those high speeds. And we don’t yet know if it’s possible to shoot them down. On …
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Premium Episode: The Atlanticists vs The Autonomists
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The Atlanticists versus the Autonomists - the European civil war coming soon to a bureaucracy near you. It’s long been a theme of this show that the continent is being slowly capsized by its long term problems, related to energy and productivity. We’ll be picking through three news items that tell the short term story of the continent’s woes. Terri…
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Sino More, A Bridge Too Far, America's Trussification
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New research from Bloomberg says that Beijing is steering the Chinese economy away from the recent real estate boom, and into high tech manufacturing. It’s a drive estimated to be worth 19% of GDP by 2026. Running the numbers, not only is China Collapse Theory once again proved false, the market may even have under-priced how much gas there still i…
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Special Edition: The Economic Consequences Of The War
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This is a special edition of Multipolarity on The Economic Consequences Of The War. In 1919, JM Keynes wrote The Economic Consequences of the Peace. Predicting the death of the old world order after Europe’s first unsuccessful attempt at suicide. We aren’t yet at peace, but the economic consequences of the present war in the middle of Europe are st…
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Machine Learning Difficulties, Don't Hate-O The NATO, Britain's Shrivelling Equities
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NVIDIA has become a stock market behemoth on the back of their AI-friendly graphics chips. Last week saw them hit a $2.19 trillion market capitalisation. So are they the future of the globe’s most info-critical resource - or a sign that we’re entering the Pets.com era of the AI age? Meanwhile, after months of delays and diplomatic blocking operatio…
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Premium Edition: The YIMBY Defence League, Nuland Goes, Galloway Comes
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Does the housing market obey the laws of supply and demand? We say no. Join us for a controversial, possibly mind-blowing journey into the heart of darkness, into an upside-down-world that set Twitter on fire this week. Victoria Nuland has fallen on her sword. Or someone else’s sword. Whatever happened to America’s third-ranking diplomat, suddenly …
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Special Edition: The Burger Theory Of History (feat. Malcom Kyeyune)
1:11:03
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"Hamburgers will decide America's future". So says Malcolm Kyeyune in a recent essay ruminating on the American journalist Tucker Carlson's recent visit to Moscow where he famously - or, perhaps, infamously - purchased a burger at Russia's new McDonald's clone, 'Tasty, that's it'. Kyeyune sees Carlson's culinary adventure as reminiscent of Mikhail …
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Israeli Economy Contracts 20 Percent, Nagorno-Karabakh To The Future, Bailey Out-y
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The numbers are finally in. Israel’s economy has contracted 20 per cent year on year. It seems the only consolation is that it’s still doing better than the economy of Gaza. How long can this level of decline go on? With no end to the war in sight, and a new front in Lebanon cracking open, are we witnessing Israel’s fall from the first rank of the …
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Deutschland Unter Alles, Chinese Crackers, War Like An Egyptian
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Bloomberg says “Germany’s Days as an Industrial Superpower Are Coming to an End”. Which poses at least one serious question - has Bloomberg been listening to Multipolarity? As the industrial decline narrative goes mainstream, it seems like the copium has finally run out in the Chancellories of Europe. Meanwhile, reports in the West of a Chinese bus…
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Premium Edition: How To Invade Iran with Malcom Kyeyune
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The US is now bombing Iranian targets, via B1 bombers that have to be flown direct from Texas to perform the task. This is an interesting new form of madness. As the West is pulled ever-deeper into the quagmire, we're taking a low road/high road approach to prediction: attempting to model the potential for serious conflict right up to an Iraq-style…
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From America With Love, Your Country Needs THEM, Self-Immolate After Reading
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All the greatest romances are love/hate. As The Richard Burton and Elizabeth Taylor of geopolitics, Iran and America have always danced a dance of angry fascination with each other. Now, as the Middle East burns, their kismet is truly aflame. With an overstretched Joe Biden about to call in the airstrikes, we’re in the foxhole, figuring out if they…
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Poseidon With The Enemy, WWIII Pt. 2, Weimargentina
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As the 8th round of Tomahawk missiles hit the Houthis in ten days, a senior White House official caused guffaws when he proclaimed the attacks aren’t working - but that we should keep on doing them anyway. That senior official’s name? Joseph P Biden. So if the President himself can’t come to a logical line on what’s going on, what hope is there for…
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The Price Isn't Right, Lloyd Austin's Day Off, The Magnificent 17
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With the world's biggest container ships presently rounding the Cape of Good Hope, Vasco da Gama-style, the Lads are calling it: inflation is coming back. This could prove to be a sticky situation for the West's leaders. After all, we were supposed to have seen out the worst by now. Everything was wagered on turning the page in anticipation of elec…
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The Global American Empire has had its honour impugned by the Houthi Rebels, sometimes called a 'ragtag army'. But as The Lads point out, that characterisation just doesn't work. High-end weapons, Iranian training, and a capacity to melt into the landscape will make 'winning' the war for control of the Red Sea an operational nightmare. With no clea…
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Remember the Ever Given? The boat that got stuck in the Suez Canal? Well, thanks to the Houthis, traffic in the canal is down by almost as much as when it was plugged. It seems the red sea crisis is about to inject an inflation spike much like the one the Ever Given gave us. Only, this time, the memes will be much less jolly. North of Israel, the w…
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Special Edition with Malcom Kyeyune: Red Sea or dead sea?
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This week, we're pulling the scheduled predictions for 2024 episode, to do some century-wide predicting. The Houthi incursion into the Red Sea, that we've been reporting for a couple of months, has reached a new peak. It now seems as though it is more than simply a new front in a regional war. It may even threaten the Pax Americana. US attempts to …
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Special Edition: Carlos Roa - A Washington DC Rake's Progress
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This week on Multipolarity, something a bit different. We want to map the DC brain, from the inside. Somewhere, inside the Washington Beltway, are a bunch of very smart people who often think alike. Be they at the State Department, the Pentagon, CIA, other parts of the Federal government, or think tanks, they have been tasked with projecting the gl…
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Venezuela vs Guyana, The Great Oil Market Gunge Up, Middle East Still On Fire
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Most people have never heard of Guyana. Many think it’s in Africa. But Venezuelans know their CIA World Factbook inside and out. They’ve long claimed that its Western regions are rightfully theirs. And now that the Guyanese have struck oil, the Maduro regime want to take those areas by conquest. The question isn’t can Venezuela - population 30m - k…
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The War for the Soul of the Bank of England, New Hungarian Phrasebook, Holy Land Hotline
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The Bank of England is at risk of going broke — and it wants both a bailout from the taxpayer and the ability to raise taxes all of its own. Exsqueeze me, baking powder? We’ll be digging into the modern model of Central Bank Independence the B of E represents. And asking whether the big brains of monetary policy have actually invented much more tha…
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Premium Episode Four: Broken British Isles
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Ireland erupts in 'the biggest riots since 1916'. The United Kingdom government dishes out its final budget before oblivion beckons, confirming what we've known for a while. With interest repayments now nearly 10 per cent of spending, there is an Argentinian world of pain just over the horizon. There's something irredeemably broken about the Britis…
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El Presidente AnCap, The Case of the Missing Bonds, New Model Houthi
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Goalkeeper, rock singer, sex guru, anarcho-syndicalist libertarian strongman El Presidente: Javier Milei has lived the life twelve year old boys dream of. So what happens when a true force of nature meets the iron law of Argentinian decline? Can Captain Ancap defeat the spectre of El Peronismo? The Chinese may be dumping US Treasuries. We’ve heard …
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Special Edition: The US Military Comes Under Attack In The Middle East
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The U.S. and coalition troops have been attacked at least 40 times in Iraq and Syria since early October. Initially, we were told there were only a handful of injuries. Now we hear there are scores. Why did they lie? As the US fumbles the bag on its response to the Gaza Crisis, regional actors are scenting blood. This week, in a special edition, we…
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Twitter Spaces with Malcom Kyeyune: The Scariest Scenarios
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Halloween is when the freaks come out. So, this year, we're establishing our own fright night with Malcom Kyeyune, formerly Twitter's terrible infant. Tinkzorg, until his account was nixed. Now easily findable under another, NK-enjoying, moniker. The lads put him through his paces in a two hour fifteen Twitter Spaces session, that covered everythin…
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Erdogan Enters The War, Sanctions Busting, Land of Hopeless Tories
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Recep Erodogan gave an inflammatory speech last week, in which he effectively backed the Hamas position, proclaiming them mujahideen - freedom fighters. Turkey, the lads suggest, is now openly trying to become a multipolar rallying-point for the muslim world. New polling suggests that Europeans think the Russian sanctions have been a disaster. Yet …
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Premium Episode Three: The War In Six Months Or A Year
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In the next six weeks, anything can happen between Israel and Gaza. But in the next six months or two years, the consequences become in some ways more predictable. It is to this medium-range gaze that the lads now turn: looking at the US Presidential election, the EU's turn against Atlanticism, and the next energy shock, in a chock-full third premi…
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The Coming Gaza Migrant Crisis, The Battle for Gaza City, The Golden Tusk
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As Israel moves its artillery in to level Hamas, a new migrant crisis is brewing. Their Arab neighbours won’t take them - so with 2.1 million Gazans falling under every ECHR definition of refugee, is Europe’s always fractious migration politics about to fully fall off its perch? And while we’re on the subject, how is the war hotting up? After some …
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There's only one geopolitics story this week. This is our take.By Multipolarity
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Gold's Dedollarisation, Indian Assassins, The Green Default
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Gold has lost its tiny mind. Traditionally, it rises in line with inflation surges. And falls with interest rate rises. Until now. Like a classic heist film, there’s a plot underway. Central banks, including China, are buying it up in bulk, preparing for a future of de-dollarization. The fallout between India and Canada rumbles on, with India expel…
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Praise the Lord, it's Premium Week. In a gut buster 90 minute sesh, the lads are taking apart the most likely scenarios for a full-scale invasion of Taiwan. The military strategies. The economic implications. From the whistle blowing on a troop carrier as the gate falls, to the itchy nuclear trigger fingers in Beijing and Washington, this is our fu…
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Invading Mexico, The EV Wars, The Share Buyback Con
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It hasn’t happened since 1914, but invading Mexico is suddenly back in fashion. Dan Crenshaw and Tom Cotton want to send US Security Forces across the Rio Grande. Vivek Ramaswamy wants a shock and awe campaign in the drug war. For all the obvious aesthetic value, this week, we consider: Is it actually a good idea to invade a neighbouring state? Urs…
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Three Seas Comes Of Age, Macroeconomic Black Magic In The USA, Biden Over A Barrel (Of Saudi Oil)
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The Three Seas. For much of eastern European history that’s meant chaos, conflict and conquest. These days, it’s a new initiative to link the Adriatic, the Baltic and the Black Seas. And it’s just added Greece as its 13th member. So is it a genetic freak of good intentions that will die naturally? Or is it the start of something altogether more too…
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The G20 Is Over, Huawei Teardown Surprise, US Deficit Hits Silly Money
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It’s often been accused of being a talking shop. But now, the G20 is looking increasingly like yesterday’s talking shop. With the Brics having stolen their thunder two weeks back, is this week’s G20 meeting about as relevant as an Eagles reunion tour? The Chinese are being modest again. It took a teardown of the new Huawei phone to reveal the most …
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Premium Episode: Vivek, Javier, and the Geopolitics of Populism
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This week, we launch our first premium episode. It's a deep - and lengthy - consideration of two of populism's big challengers. Javier Milei - who now looks set to win the Argentinian presidential election. And Vivek Ramaswamy - who may even come second to Trump. *** To listen beyond this teaser, just jump over to Patreon: https://www.patreon.com/u…
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Chinese Wobbles, BRICS' New World Order, San Fran Down The Pan
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This week, the lads are kicking back against the recent pervasive narrative in the financial press: that China is on the verge of a big wobble or recession. As they show, most of the China hawks are high on their own supply in an oriental Copium den. The biggest news of the week is the BRICS summit in Johannesburg. With plans to expand way beyond t…
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UK Poorer Than Mississippi, No Supply Issues In The Housing Market?, Internal Migration In China
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This week, the lads have latched onto a report in the Financial Times which claims to show that outside of London, Britain is often poorer than the poorest US state - and equally, that it has fallen way behind its European peers like Germany. Our duo argue the toss: is this just bad accounting? Or is there something more fundamental here, to do wit…
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ESG - Big Finance's Latest Fad Implodes, Dim Sum Bonds, Russia's GDP Overtaking Germany
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This week, the lads are looking at ESG - Environment, Social & Governance. For years now, companies have been pushing the idea that an 'ESG Score' could be a profitable guide to investing. Yet this latest mind virus for the finance community has produced scrappy results. Now, with Blacrock and Standard & Poor dropping it in the face of tightening m…
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