'Merica, Mao and the Metaverse

US-China Series

Paul Krake and Paul Schulte put their spin on the interaction between Beijing, Washington, and innovation that borders cannot stop.

28 Episódios

Where are the faultlines?
11/07/2022
23:44
The Paul's discuss pressure points as the US and EU head towards recessions and we leap forward 12 months to discuss the opportunities
The Crypto Meltdown
22/06/2022
24:40
Is there anywhere to hide? Is any of this systemic? How bad does it get and when the dust settles what does the crypto and Blockchain universe look like.
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The Fed goes 75bps
17/06/2022
30:16
The Pauls discuss the Fed's 3/4 point hike, contemplate whether we are in a full employment recession and what can be done about the root causes of structural supply side inflation
A Classic Bear Market Rally
03/06/2022
34:39
Pauls discuss a pending housing downturn for the US and China, the negative wealth effect spiral and we discuss the merits of whether MMT advocates can claim victory.
Is the US in a Full Employment Recession
26/05/2022
24:15
The Pauls discuss the deteriorating economic environment, Sequoia Capital's bearish note, and discrimination as boomers are forced back to work.
The Death of Financial Engineering
19/05/2022
27:20
The Paul's discuss the decline of VC, financial engineering versus capital expenditure and debate whether there is any debate about transitory inflation
Inflation v Recession Is the mindset shifting?
05/05/2022
35:55
The Paul's discuss whether equities are pricing recession risks and the market consequences of Roe v Wade
Is it time to get bullish on China?
28/04/2022
29:07
The Pau's dive deep into China, and discuss the significance of RMB weakness and the consequences of an awful two years for Xi Jinping. Is hawkish policy about to end?
The Four Horsemen of the Apocalypse
18/04/2022
31:03
The polls sit down and discuss struggling global growth, China's continued mishandling of the COVID crisis and the four policy errors that a choking The United states economy: Tighter fiscal, tighter monetary, a stronger dollar I'm inflation shock that is a tax on everybody. We also discuss the metaverse and the realization that supply is unlimited
The Money Multiplier is Back
08/04/2022
30:48
The Pauls discuss the return of the money multiplier, the Bank of Japan's dovishness, and the workers fighting back against Starbucks and Amazon.

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'Merica, Mao and the Metaverse

US-China Series

28 Episódios

Where are the faultlines?

The Crypto Meltdown

The Fed goes 75bps

A Classic Bear Market Rally

Is the US in a Full Employment Recession

The Death of Financial Engineering

Inflation v Recession Is the mindset shifting?

Is it time to get bullish on China?

The Four Horsemen of the Apocalypse

The Money Multiplier is Back