logo
episode-header-image
Oct 29
4m 36s

European defense one year on: Money is n...

Allianz Research
About this episode
About a year ago Europe announced some ambitious commitments for rearmament. Has it actually delivered? The story is complicated, as our AI Assistants Aria and Bob explain in this new episode of Tomorrow. Read the full report here: European defense one year on: Money is not the problem, capacity (and delivery) are This content was generated by AI with the ... Show More
Up next
Oct 22
A double-edged code: How AI is reshaping the global wealth landscape
This week on the Tomorrow podcast, we dive into the Allianz Global Wealth Report 2026. The big picture: Global financial assets jumped to a record EUR268.4trn in 2025, up +8.6% from the previous year. But it’s not because households are not saving more – markets accounted for 4 o ... Show More
9m 56s
Jul 2026
Half-Time Outlook 2026-27: AI holds the score, growth slows to +2.5%
In our last episode before the summer break, Aria and Bob dive into Allianz Research's Half-Time Outlook for 2026-2027. How is the energy shock from the Middle East conflict playing out? Has inflation been knocked out? Tune in to find out! You can read the full report on our webs ... Show More
4m 32s
Jun 2026
Ten years after Brexit: Resilience without revival
The UK is now looking for its seventh prime minister in 10 years after Keir Starmer’s resignation earlier this week. Interestingly, this week also marks 10 years since the Brexit vote, which roiled markets and divided forecasters. In this episode, Aria and Bob look at which proje ... Show More
5m 21s
Recommended Episodes
Oct 2024
Hot shot: the wider promise of weight-loss jabs
<p>First they treated diabetes. Then obesity. Now <a href="https://www.economist.com/leaders/2024/10/24/its-not-just-obesity-drugs-like-ozempic-will-change-the-world?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.t ... Show More
23m 58s
Sep 2023
2. The drug behind Europe's most valuable company
How much harm has been done by decades of governments investing too little? Is buy-now-pay-later causing misery or joy for young shoppers? Are supermarkets cutting prices fast enough? Is Novo Nordisk’s anti obesity wonder drug Semaglutide the most important pharmaceutical discove ... Show More
56m 39s
Dec 2023
Pfizer’s Second Gut Punch Shows Pitfalls of Weight-Loss Pills
 Bloomberg News Health Reporter Madison Muller explains how Pfizer’s second weight-loss setback this year is a warning sign that breaking into the lucrative obesity market isn’t going to be easy. Cory Klippsten, CEO at Swan Bitcoin, shares his crypto outlook for 2024. Benjamin Wo ... Show More
42m 33s
Aug 2023
Divergent Economic Outcomes: Japan, China, Europe and the US
A lively and informative discussion between Ayesha and Mayhem about the economic picture in Japan, Europe, and the US, as well as what we’re looking out for as we navigate the rest of 2023. Get full access to MacroVisor at macrovisor.substack.com/subscribe 
37m 52s