Where are the faultlines?11 July 2022The Paul's discuss pressure points as the US and EU head towards recessions and we leap forward 12 months to discuss the opportunities00:23:44
The Crypto Meltdown22 June 2022Is 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.00:24:40
The Fed goes 75bps17 June 2022The 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 inflation00:30:16
A Classic Bear Market Rally03 June 2022Pauls 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.00:34:39
Is the US in a Full Employment Recession26 May 2022The Pauls discuss the deteriorating economic environment, Sequoia Capital's bearish note, and discrimination as boomers are forced back to work.00:24:15
The Death of Financial Engineering19 May 2022The Paul's discuss the decline of VC, financial engineering versus capital expenditure and debate whether there is any debate about transitory inflation00:27:20
Inflation v Recession Is the mindset shifting?05 May 2022The Paul's discuss whether equities are pricing recession risks and the market consequences of Roe v Wade00:35:55
Is it time to get bullish on China?28 April 2022The 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?00:29:07
The Four Horsemen of the Apocalypse18 April 2022The 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 meta...00:31:03
The Money Multiplier is Back08 April 2022The Pauls discuss the return of the money multiplier, the Bank of Japan's dovishness, and the workers fighting back against Starbucks and Amazon.00:30:48
