Category Archive: 5) Global Macro
Why the counterfeit business is booming
The quantity and quality of counterfeit sneakers has never been greater. As online sales boom, many buyers are deliberately choosing the steal over the real.
00:00 - The counterfeit epidemic
00:57 - How does eBay authenticate goods?
03:34 - What is driving the counterfeit boom?
05:24 - How is the sneaker resale market affecting counterfeits?
07:11 - What is the role of influencers?
08:56 - China: the world's counterfeit capital
10:45 - Is...
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There is no mistaking these signals; that’s the bad news.
You really, *really* need to understand what market curves are telling you - and why. To get the best sense, let's go through the fundamentals, make what might seem a startling comparison, and then see if all that matches what we're just now seeing come up in the data.
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Die “Titanic”-Analogie, die Sie noch nicht gehört haben | Von Charles Hugh Smith
Den vollständigen Tagesdosis-Text (inkl. ggf. Quellenhinweisen und Links) finden Sie hier: https://apolut.net/die-titanic-analogie-die-sie-noch-nicht-gehoert-haben-von-charles-hugh-smith
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Die “Titanic”-Analogie, die Sie noch nicht gehört haben | Von Charles Hugh Smith
Den vollständigen Tagesdosis-Text (inkl. ggf. Quellenhinweisen und Links) finden Sie hier: https://apolut.net/die-titanic-analogie-die-sie-noch-nicht-gehoert-haben-von-charles-hugh-smith
Ein Kommentar von Charles Hugh Smith.
Passive Akzeptanz des Verleugnens
Ob wir uns dessen bewusst sind oder nicht, wir reagieren mit passiver Akzeptanz des Verleugnens.
Sie haben zweifellos gehört, dass die Neuanordnung der Liegestühle auf der Titanic eine...
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SMART BOURSE – Marchés à thème(s) : Thomas Costerg (Pictet WM)
Lundi 5 décembre 2022, SMART BOURSE reçoit Thomas Costerg (Économiste senior US, Pictet WM)
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SMART BOURSE – L’invité de la mi-journée : Thomas Costerg (Pictet WM)
Lundi 5 décembre 2022, SMART BOURSE reçoit Thomas Costerg (Économiste senior US, Pictet WM)
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What should Xi do next?
China has been rocked by protests at the country’s zero-covid policy, and Xi Jinping now faces a dilemma: should he relax restrictions and risk hundreds of thousands of deaths, or continue lockdowns at the expense of the economy and, potentially, further social unrest?
00:00 - Protests spread in China
01:13 - What is the zero-covid policy?
01:30 - What is Xi’s dilemma?
02:32 - What should Xi do next?
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The cost of health care: how to make it affordable
The cost of health care is unaffordable for many in the developing world. But while universal health care may sound like an impossible dream, it’s more achievable than you might think.
Film supported by @bainandcompanyinsights
00:00 – The argument for universal health coverage is clear
00:57 – Thailand’s path to universal health coverage
03:31 – Universal health care around the world
04:48 – How to finance universal health coverage?
05:30 –...
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How will businesses use the metaverse?
The metaverse could offer multi-trillion-dollar opportunities for businesses in the long term, with the potential to transform many aspects of daily life.
00:00 - How the metaverse could transform our daily lives
01:22 - How filmmakers are using metaverse technology
02:30 - What is the metaverse?
04:09 - An opportunity for creative industries
05:59 - How tech titans are profiting off the metaverse
06:53 - What is Roblox?
09:51 - Gen Z:...
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SMART BOURSE – L’invité de la mi-journée : Thomas Costerg (Pictet WM)
Lundi 21 novembre 2022, SMART BOURSE reçoit Thomas Costerg (Économiste senior US, Pictet WM)
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COP27: does it go far enough?
COP27, the United Nations climate conference, has drawn to a close in Egypt. The Economist’s environment editor, Catherine Brahic, shares her assessment on the talks' breakthroughs, the frantic conclusion of the summit and the limitations of the agreement that emerged.
00:00 - COP27 has drawn to a close
00:17 - The final 24 hours
01:04 - Successes: loss and damage and finance
02:10 - Where COP27 fell short
03:22 - Challenges for COP28
A new UN...
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Why is the World Cup important to Qatar?
Qatar is about to host the most expensive World Cup ever, costing as much as $300bn. Why has this small, gas-rich kingdom chosen to host football’s most prestigious event, and how does it fit into its broader plans for economic transformation?
00:00 - Why is Qatar hosting the World Cup?
00:57 - World Cups are expensive competitions
01:56 - Qatar’s human rights violations
02:36 - Qatar’s place in the Gulf
04:43 - Qatar distinguishes itself from...
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Trump 2024: could he win again?
It’s official: Donald Trump is running for president in 2024. What will his campaign look like, and does he stand a chance of winning? Our Washington bureau chief reacts to the announcement.
00:00 - Trump is back
00:50 - Trump makes 2024 presidential bid
02:23 - Who is Trump’s new rival?
03:08 - What’s behind Trump’s early announcement?
03:50 - Could Trump win?
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Trump is...
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G20: The Economist interviews Indonesia’s president
The host of this year’s G20 considers himself a key player in resolving geopolitical tension. But to many, Indonesia’s president, Joko Widodo, is a bit of a mystery. The Economist’s editor-in-chief, Zanny Minton Beddoes, sat down with him.
00:00 - Bali is hosting the G20
00:44 - Mitigating global tension
03:30 - Threat of Taiwan invasion
05:25 - Renewable energy in Indonesia
06:36 - Jokowi’s future plans
To read more of our coverage on...
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COP27: who should pay for a warming planet?
Campaigners who believe world leaders are not doing enough to combat climate change are taking matters into their own hands—and suing governments and fossil-fuel companies. But can the climate catastrophe really be resolved in court?
00:00 - A rapidly warming world
01:25 - Climate effects in Peru
03:54 - Climate adaptation funding
05:17 - Peru farmer v RWE
08:36 - Rise in climate litigation cases
09:49 - Landmark win for the Torres Strait Islands...
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Iran protests: can they topple the regime?
Protests in Iran pose the biggest threat to the country’s authoritarian regime in decades. But how does an uprising transform into a revolution? Lessons from Iran’s own history offer some clues.
00:00 - How can Iran’s protests topple the regime?
01:00 - Four factors affect the success of the protests
01:20 - 1. Stronger leadership
02:50 - 2. Resilience
03:55 - 3. The regime cracks
04:55 - 4. International support
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SMART BOURSE – L’invité de la mi-journée : Thomas Costerg (Pictet WM)
Lundi 7 novembre 2022, SMART BOURSE reçoit Thomas Costerg (Économiste senior US, Pictet WM)
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