Category Archive: 5) Global Macro
Who Is Xi Jinping?
This year Xi Jinping is expected to begin a historic third term as president, cementing his status as China’s strongest leader since Mao. The future of China's 1.4 billion people—and perhaps world peace—now depend to a large extent on the mind of one man. So who is President Xi, and what is his vision for China and its place in the world?
00:00 - Who is Xi Jinping?
01:56 - The “princelings”
03:08 - Purge of the CCP
05:33 - Life in Liangjiahe
09:06...
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The pound went down on “rapid external tightening” which had accelerated dramatically last week.
Several crucial thresholds were crossed in the week before the flash crash in Britain's pound. China's yuan and India's rupee, two countries with vastly different situations yet both sinking in the same ($) boat along with New Zealanders and also the Brits.
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Loonshots and Collapse
The momentum of franchise success and centralization of power are fatal. Loonshots are like moonshots, only crazier and trickier to commercialize. Author Safi Bahcall titled his book on how to nurture change-the-world innovations Loonshots: How to Nurture the Crazy Ideas That Win Wars, Cure Diseases, and Transform Industries.
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World at War | Episode 21: Russia mobilises 300,000 reservists to fight the Ukraine war
Vladimir Putin threatens to unleash nuclear armageddon
Iran rocked by protests against compulsory Hijab after the death of Mahsa Amini
Over a 100 killed in border clashes between Kyrgyzstan & Tajikistan
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War in Ukraine: Putin’s speech analysed
On September 21st Vladimir Putin announced the partial mobilisation of 300,000 Russian reservists to strengthen his forces in Ukraine and warned he would use all weapons at his disposal—chillingly warning, "this is not a bluff". Our experts discuss how far he’s willing to go.
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Why hate is fuelling politics
Hate is fuelling politics in America and Britain, as arguments over racial justice, transgender rights and other issues become more polarised. These tribal "culture wars” spell bad news for democracy. Film supported by @Mishcon de Reya LLP
00:00 - Are we becoming more divided?
01:16 - Critical race theory
06:48 - What are culture wars?
11:32 - Transgender rights
17:14 - The effects of social media
19:42 - Policing vs democracy
23:46 - The...
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Market Currents – Is The Economy Contracting?
Is the economy contracting? Alhambra’s Steve Brennan poses that question to CEO Joe Calhoun.
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22nd SCO Summit: Xi, Putin, Modi to meet under one roof | Trade, security and energy on agenda
It is day 2 of the SCO Summit and the world leaders have arrived at Samarkand, Uzbekistan for the meet. The leaders of the organisation are all set to discuss regional security challenges and energy supplies.
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The End of Cheap Food
Global food production rests on soil and rain. Robots don't change that. Of all the modern-day miracles, the least appreciated is the incredible abundance of low cost food in the U.S. and other developed countries.The era of cheap food is ending, for a variety of mutually reinforcing reasons.
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SCO Summit 2022: First in-person meeting since the Ukraine invasion | Latest World News | WION
Russian President Vladimir Putin and Chinese President Xi Jinping met on the sidelines of the SCO summit. This is the first time the two leaders are holding in pass on talks since the war in Ukraine began. WION correspondents Susan Tehrani and Siddhant Sibbal bring details.
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What is the future of the British monarchy?
In today’s world the idea of the monarchy is outdated, but it thrived under Queen Elizabeth II. The Economist’s Editor-in chief, Zanny Minton Beddoes, and Britain correspondent, Catherine Nixey, discuss what the Queen’s death means for the future of the crown.
00:00 - How has Britain reacted to her death?
02:36 - The impact of her death worldwide
03:48 - What is the future of the British monarchy?
04:45 - The new king will face challenges
Find...
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WION Fineprint | Putin to Xi: Russia values China’s ‘balanced position’ on Ukraine
Russia's President Vladimir Putin told Chinese leader Xi Jinping that Moscow backs Beijing's "One China" policy, opposes "provocations" by the United States in the Taiwan Strait and values China's "balanced position" on Ukraine.
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Why America’s murder rate has spiked
In 2020 the murder rate in the US rose by nearly 30%—the country’s largest-ever recorded annual increase. It has not fallen significantly since. What is it about America that led to this jump, and what can be done to reduce the violence?
00:00 - America’s murder rate soared in 2020
01:15 - How violence interrupters work to reduce shootings
02:51 - Will the high murder rate become the new normal?
04:26 - What leads to violent crime?
05:28 - Did...
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Fed says, ‘Quantitative Tightening does Nothing (QE too)’ [Ep. 288, Eurodollar University]
A study by the Federal Reserve finds that quantitative tightening has a statistically significant effect on rates and yields. Too bad the effect is IMMATERIAL in the EXTREME! Also, same study notes that quantitative easing is similarly a big, 'nothing burger' (their words; ok, ok - my words).
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Gravitas: Another mystery death in Russia
Another businessman has died mysteriously in Russia. Reports say - at least 9 Russian executives and oligarchs have died this year. Are these mysterious deaths connected? Molly Gambhir tells you more.
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The Fourth Turn, Turn, Turn
The cycles of The Fourth Turning, Fischer and Turchin are all in alignment at this point in history.. The 1997 book The Fourth Turning: An American Prophecy proposed a cyclical pattern of four 20-year generations which culminate in a national crisis every 80 years.
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Ukraine continues its counter-offensive, Kyiv claims 6,000 sq km of land retaken
Ukraine claims to have taken back control of nearly 2000 sq. km of land from Russian troops, including 20 villages ad towns and the strategic city of Izium. Russian troops continue to control early a fifth of Ukraine.
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Is the war in Ukraine nearing its end?
Ukraine’s surprise counter-attack has inflicted a huge defeat on Vladimir Putin’s forces. Has the tide turned in the war? Our correspondents discuss the latest developments, what they might mean for Putin’s grip on power in Russia and whether a Ukrainian victory is possible.
00:00 - How effective has the Ukrainian counter-offensive been?
02:01 - How have Western-supplied weapons helped Ukraine?
03:20 - How has the Kremlin reacted?
06:20 - Is a...
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Russian invasion: Ukraine continues its counter-offensive, claims 6,000 sq km of land retaken
Ukraine continues its counter-offensive against Russia after reeling under Russian strikes for almost seven months, Ukraine is fighting back to regain its territory. The war-torn country has now claimed that it has taken back six thousand square kilometers of the area which was captured by Moscow after the war began in the month of February.
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