Jan 28, 2025 – Martin Armstrong, creator of the Economic Confidence Model, shares his bold predictions on the global economy. Armstrong forecasts a three-year recessionary period worldwide, impacting the U.S. and Europe differently...
Aug 23
Risk Assets, Inflation Hedges Fly Higher on Fed Comments
Aug 22, 2025 – This morning in Jackson Hole, Wyoming, Fed Chair Jay Powell stated that monetary policy remains restrictive and that adjustments are likely needed. While a rate cut was already widely anticipated for next month’s Fed meeting...
38m 38s
Aug 20
Beyond Chips: China’s Multi-Pronged Approach to Dominate the AI Race (Preview)
Aug 20, 2025 – Explore the decisive factors in the US-China race for AI supremacy with Woody Preucil of 13D Research and Strategy. While the US leads in chip design and AI models, China’s focus on digital infrastructure, 5G, and electricity production...
1m 52s
Jun 2024
Are we all protectionists now?
On Thursday, two candidates for US president will debate each other. They are both protectionists. This is a huge change in US economic policy, and one that may have massive consequences in the decades to come. Today on the show, Robert Armstrong talks with the FT’s chief economi ... Show More
22m 21s
Apr 2025
George Friedman on How Geopolitics Drives Trump's Tariffs
It has been a tumultuous couple of weeks since U.S. President Donald Trump announced his sweeping tariffs, pushing the world's two biggest economies, the United States and China, into an ever-escalating trade war. The radical shifts taken by the administration have us at GPF wond ... Show More
38m 30s
Jun 21
What is behind the calmness in global markets?
Global markets, including the US, have been quietly calm, although there have been warning signs of looming risks and uncertainty after Donald Trump’s “liberation day” tariffs announcement. What’s behind such market “silence”? Roger Hearing hears from Gillian Tett, the chair of t ... Show More
49m 27s
Nov 2024
The Trump economy. How big? How beautiful?
If Donald Trump’s campaign promises about things such as immigration, the dollar, trade and tax policy are realised, the US will start an economic experiment without recent precedent. Today on the show, Katie Martin, Rob Armstrong and Aiden Reiter make their best guesses about a ... Show More
29m 15s
Jan 2024
Global Outlook 2024 Podcast – A soft landing, with risks
As we enter 2024, we’re seeing a story of divergence across key economies. While the US has been surprisingly resilient, confidence in China’s economy is under pressure from property-sector woes and concerns about the labour market. What are the implications for other markets?
... Show More
21m 47s