Category Archive: 5) Global Macro
How to manage a megacity | The Economist
By 2050, 6 billion people could be living in cities. How should the challenges caused by rapid urbanization be handled in the world ahead? Film supported by @Mission Winnow
00:00 - What are megacities?
01:01 - The problem with megacities
03:07 - How is Ahmedabad tackling rapid urbanisation?
04:45 - How can cities manage traffic?
07:04 - The problem with waste
08:00 - How is Recycle Central revolutionizing trash?
10:58 - What are the most urgent...
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Jeff Snider: Inflation Vs Deflation.
As the reflation trades cools down and the economic data begins to roll over, Jeff Snider, head of global research at Alhambra Investments, anticipates an ugly, near-term outcome for growth.
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Is it time to go back to the office? | The Economist
Has the working-from-home revolution been good for productivity? Or is it time for office workers to go back to the office?
00:00 - How have our panellists’ working lives changed?
01:54 - Do employees and employers have different opinions?
03:40 - The impact of race on remote working
04:14 - Do you need to be in the office to be productive?
05:05 - Should teams choose their days in the office?
05:48 - The presenteeism bonus
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Why QE Is NOT Money Printing | Jeff Snider & Emil Kalinowski
In this episode of On The Margin Mike is joined by Jeff Snider of Alhambra Investments & Emil Kalinowski, Mining & Metals Researcher. Jeff & Emil are hosts of Eurodollar University, a podcast dedicated to analyzing the 2007 malfunction of the monetary system - and how its continuing disorder - affects finance, politics and society.
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How economic policy can help the world recover | The Economist
Economic recovery from covid-19 is deeply uneven around the world. Our experts answer your questions about the problems facing the world economy and the actions governments could take.
00:00 - The problems with the global economy
00:34 - Will there be hyperinflation?
02:26 - What’s behind labour shortages?
04:12 - Disrupted supply and demand
05:20 - Economic policies to tackle climate change
06:00 - Uneven global recovery from the pandemic
07:05 -...
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How to cool a warming world | The Economist
The warmer it gets, the more people use air conditioning—but the more people use air conditioning, the warmer it gets. Is there any way out of this trap?
00:00: What’s the cooling conundrum?
01:05: The pros and cons of AC
03:28: How to reinvent air conditioning
05:02: Can buildings be redesigned to keep cool?
07:30: Scalable, affordable cooling solutions
10:24: Policy interventions for cooling
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Russia: how Putin is silencing his opponents | The Economist
In Russia, repression is on the rise as Vladimir Putin seeks to crush any form of dissent. From eliminating the opposition—including his main rival, Alexei Navalny—to controlling the courts and purging Russia of free speech, Putin is deploying a wider range of tactics than ever to tighten his grip on power.
00:00 - What is happening in Russia?
01:00 - Why is Putin afraid of Alexei Navanly?
02:33 - The role Russia’s economy plays in Putin’s power...
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Reading Jeff Snider: Nobody’s Looking, Economic Activity Revised Down [Ep. 147, Macropiece Theater]
The September 2021 reading for America's new orders of durable goods shows stagnation / stalling. It is likely much worse but we won't know it for several years, not until the benchmark revisions are performed. We've seen this before, in 2018.
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Brian Cox: Why Succession struck a chord | The Economist
Brian Cox of HBO’s “Succession” reveals what it’s like to play the tyrannical media mogul and patriarch Logan Roy, and why the show struck such a chord in Trump's America.
00:00 - The success of “Succession”
00:50 - Brian Cox’s career and playing Logan Roy
01:33 - How he finds humanity in Logan Roy
03:42 - Real-life comparisons to the Roys
04:36 - “Succession” in Trump’s America
05:44 - The politics of “Succession”
07:09 - Social mobility and...
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Reading Jeff Snider: Why Do We Think Inflation Expectations Matter? [Ep. 139, Macropiece Theater]
Federal Reserve economist Jeremy Rudd's paper savages the use of inflation expectations in monetary econometrics. He lambasts the profession for producing "minimal direct evidence" and the "next-to-no-examination of alternatives". A reading, by Emil Kalinowski.
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See what three degrees of global warming looks like | The Economist
If global temperatures rise three degrees Celsius above pre-industrial levels, the results would be catastrophic. It’s an entirely plausible scenario, and this film shows you what it would look like.
00:00 - What will a 3°C world look like?
00:57 - Climate change is already having devastating effects
02:58 - How climate modelling works
04:06 - Nowhere is safe from global warming
05:20 - The impact of prolonged droughts
08:24 - Rising sea levels,...
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What’s the future of food? | The Economist
Over one-third of greenhouse-gas emissions come from food production. For a greener future, this urgently needs to change. What’s the future of food in a more sustainable world? Our experts answer your questions.
This film is supported by @Infosys - https://impact.economist.com/sustainability
00:00 - Food’s environmental impact
00:44 - Why it’s important to make food sustainable
01:34 - Will everyone have to give up meat?
02:13 - Can...
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1970s Inflation vs. 2020s Price Increases [Ep. 130, Macropiece Theater]
Time travel to the early 1970s where we hear the Nixon Tapes, read memorandums, and study Congressional testimony to understand what the Federal Reserve knew, and when they knew it. Turns out they didn't know "money" then and they still don't today. A reading, by Emil Kalinowski.
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The hidden cost of black hair | The Economist
Hair is an important part of black women’s identity, but throughout history it has also been a target of oppression. What is the true cost of having black hair?
00:00 - What does your hair mean to you?
01:17 - Current attitudes towards textured hair
02:37 - How has black hair been viewed historically?
05:12 - Adhering to white expectations
06:14 - Why is black hair so expensive?
07:30 - The economics of the black hair care industry
09:16 - The...
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Business: go woke or go broke? | The Economist
Today consumers want to buy more sustainable products, employees want to work for firms that share their values, and in the investment world, ESG funds are all the rage. How are companies responding to these shifting demands and can businesses really do well by doing good?
00:00 - Can companies do well by doing good?
00:50 - Environment and climate change
06:50 - Employee wellbeing
09:51 - Workforce diversity
15:50 - Ethical supply chains
19:26 -...
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Reading Jeff Snider: US Bank Loans Shrinking in 2021 [Ep. 128, Macropiece Theater]
Bank balance sheets are expanding in 2021, which is great news if you believe credit is modern money. But a closer look reveals banks are PILING into the SAFEST assets while beating a RETREAT from loans (real economy money).
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Jeffrey Snider, Head of Global Research at Alhambra Investments demystifies global monetary system.
Special guest Jeffrey Snider is Head of Global Research at Alhambra Investments. He is not an economist, which is probably why he's been able to develop a working model of the global monetary system.
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Who should fix climate change? | The Economist
This is an excerpt from a longer event, exclusive to Economist subscribers. To watch this event in full or join a live discussion, go to the subscriber-events hub—you'll just have to subscribe to The Economist if you haven't already.
00:00 - Who should fix climate change?
00:55 - Hard problems are why we elect governments
01:29 - Which countries are leading?
03:00 - What is the role of companies?
03:57 - Companies innovate better than countries...
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The challenges facing Germany’s new leader | The Economist
Germany’s election marks the end of an era of stability and stagnation. What international challenges will Angela Merkel's successor face?
00:00 The coalition negotiations
01:00 Who are the kingmakers?
02:09: Who is Olaf Scholz?
03:09 Germany’s future global role
04:57 Germany’s relationship with Russia & China
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