World in Upheaval

Free-Floating Currencies

The Rise and Fall of the Bretton Woods System

The End Of The World - 1914

I wanted to begin this season of the podcast by going back the economic upheaval that followed in the wake of World War I, but, to really understand that period we need to first talk about the business cycle.

The Boom and Bust of the Business Cycle

Quantitative Easing Has Prevented A Debt Crisis - But We're Reaching the Physical Limits of QE 

The Limits of Quanitative Easing

China has a lot of problems these days. A trade war with their largest trading partner, worldwide backlash against their Made in China 2025 plan, the rapid aging of their population, and worrying signs that the Chinese economy is slowing down. Two new problems are a shortage of dollars and pigs. 

A Shortage of Dollars and Pigs - Two New Problems for China

One of the most significant economic developments since the Great Recession has been the zombification of the economy. This zombification is the result of the rise of zombie companies. zombie companies are companies that are unprofitable – so unprofitable they are unable to pay even the interest on their debt out of their profits. They are effectively bankrupt but kept alive by banks continuing to lend them money to pay their existing loans.

The Zombie Apocalype is Here

Weekly (or as events warrant) podcast focusing on the geopolitical and macroeconomic trends that could significantly impact the world.

hubhopper

World in Upheaval

hubhopper