Discover the Netherlands' unique economic journey, from pioneering modern trade and finance to overcoming Dutch Disease. See why it's one of the most productive and livable countries today. Can other economies learn from the Dutch model?
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Dec 22
Did China Just Drop The Ball On Global Dominance?
China’s position as the world’s factory is shifting. Growth is slowing to approximately 4-5%, wages are rising, the workforce is shrinking due to an aging population, the property crisis is weighing on GDP, and Western tariffs are restricting exports. For decades, China produced ... Show More
16m 15s
Dec 2
A Short Story About Why You Cannot Buy A House
Home ownership is now unattainable in every major city worldwide. For the first time, none of the 95 cities tracked by Demographia are considered affordable. In cities such as Hong Kong (14.4 times income), Sydney (13.8 times), Vancouver, London, and San Francisco, housing prices ... Show More
12m 51s
Nov 17
The $400 Trillion Problem No One Wants to Talk About
The world’s pension promise is unraveling. In the 1950s, sixteen workers supported each retiree; today, that number has shrunk to just 2.7. This dramatic shift is straining pay-as-you-go pension systems to the breaking point. By 2050, one in six people will be over 65, yet politi ... Show More
17m 5s
Dec 2023
Economies across the Eurozone
The Eurozone presents a variety of contrasting economic stories. Germany and France, the bloc's largest economies, are navigating through a period of uncertainty that reflects broader trends impacting the region. Meanwhile, smaller economies like Ireland and Belgium are experienc ... Show More
18m 46s
Sep 2018
The Knock-On Effect #15 - South African Meat and Large-Cap Tech
What does cheaper South African biltong have to do with a rally in large-cap U.S. tech stocks? Roger, Justine and Alex discuss the knock-on effects of the shifts in emerging market currencies— also touching on earnings excuses, the myopic U.S. rally, and romantic questions.
Learn ... Show More
25m 43s