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Episode 1525 & 1526
We devote today’s podcasts to discussing in detail the current economic and financial reality in the UK and in a broader context why we can extrapolate this to the rest of the west. We conclude by discussing why the Norwegian sovereign wealth fund is the tip of the paper market iceberg as witnessed by its performance in H1 of 2022.
Download link: https://vimeo.com/745017033/07a731cc57
Episode 1523 & 1524
We devote today’s podcast to discussing the dollar and the yuan and developments associated with Russia which continue to point to a significant move out of western markets and into the Global South.
Download link: https://vimeo.com/744712585/2010cb5f11
We devote today’s podcast to highlighting why the US financial system is in a precarious state due to a lack of oversight in areas we have highlighted in recent years and also why there is a further indication that the US economy is now cratering.
Download link: https://vimeo.com/743555759/06968c13fb
Episode 1520 & 1521
We start today’s double podcasts assessing developments between Saudi and China and Saudi and Russia. We then discuss why the ECB is now implementing a flawed approach to prevent another sovereign debt crisis in Europe. We then move onto assessing why inflation in Asia may have peaked and why Germany is becoming ever more dependent on Germany. We conclude discussing why China is winning in terms of influence with respect to Africa as the US continues to become a diminishing global force.
Download link: https://vimeo.com/742763985/1e0ba14ce0
Episode 1518 & 1519
We devote today’s double podcast to discussing developments associated with what we can term an ongoing post dollar world.
Download link: https://vimeo.com/742380025/66d447ed03
We start today’s podcasts discussing supply chain issues with respect to shipping and why there is no evidence currently of those issues being resolved. We then move onto why the BoE is under pressure to conduct major reforms and conclude assessing the reality of QT as the Fed is now clearly caught between a rock and a hard place.
Download link: https://vimeo.com/741200799/9b83289a72
Episode 1515 & 1516
We devote today’s double podcast to discussing the Repo markets, hedge funds and financial developments in Russia and China.
Download link: https://vimeo.com/740845143/d71dafee6d
Episode 1513 & 1514
We discuss in detail the UK’s economic, financial and societal developments which can be easily extrapolated across the entire west to include UK bond markets and pension funds.
Download link: https://vimeo.com/740077854/311b78152b
We start today’s podcast using semiconductors to high why trying to achieve total self-sufficiency in such a market is a fallacy and when extrapolated across multiple sectors it poses serious problems for a nation’s national security and future economic prospects. We conclude assessing the ridiculously named Inflation Reduction Act and why it is nothing more than a midterm election stunt but also with potentially dangerous ramifications. We also assess why the spectre of the midterms is leading the US to throw anything and everything and hoping that something sticks with internal destabilising consequences.
Download link: https://vimeo.com/739004447/753723832c
Episode 1510 & 1511
We devote today’s podcast to discussing the reality of developments in Crimea associated with the explosions at the Saki airport and how we could be on the cusp of a major breakthrough in Syria which will be deeply damaging for the US. We conclude discussing further indications that Europe is cratering in economic and geopolitical terms with Italy potentially now on a knife-edge.
Download link: https://vimeo.com/738723327/dc6a7cb0f7
Episode 1508 & 1509
We start today’s double podcast discussing the role of the US in terms of global geopolitics and how radically different that now is compared to any time since the end of WW2, by highlighting some examples of this. We then move onto major developments associated with the SCO and then provide an extensive assessment of current Russia-Turkey relations and how the west could be about to make a grave error of judgment with respect to these 2 nations. We conclude by highlighting an example of where the US made a series of blunders which has potentially cost it a lucrative position in the battery production sector to China.
Download link: https://vimeo.com/738029306/b2ac2d2b48
We devote today’s podcast to discussing further developments with respect to China, the US and Taiwan. We will only be analysing any significant developments going forward in this regard, however there is additional context we feel is necessary to discuss today.
Download link: https://vimeo.com/736933335/5506ec38b2
Episode 1505 & 1506
We devote today’s double podcast to discussing China, Taiwan and the US.
Download link: https://vimeo.com/736292138/c8b570aaa0
Episode 1503 & 1504
We start today’s double podcast discussing the US housing market and by extension the UK and the Eu. We then move onto discussing a new reality of Nuclear Fusion, the latest energy crisis to hit Germany, why Japan is seeking to assert itself and why Iran and UAE relations are a new reflection of life in the Middle East. We then move onto a development with respect to the SCO, another move to shift gold markets east and why alarm bells are ringing in the Uranium and ammonia sectors. We conclude discussing why the Yuan is increasingly becoming a currency denominated in global commodities sectors.
Download link: https://vimeo.com/735494132/4ec0e31dd4