28 episodes
'Merica, Mao and the Metaverse US-China Series
-
- Business
Paul Krake and Paul Schulte put their spin on the interaction between Beijing, Washington, and innovation that borders cannot stop.
-
Where are the faultlines?
The Paul's discuss pressure points as the US and EU head towards recessions and we leap forward 12 months to discuss the opportunities
-
The Crypto Meltdown
Is 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.
-
The Fed goes 75bps
The 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 inflation
-
A Classic Bear Market Rally
Pauls 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.
-
Is the US in a Full Employment Recession
The Pauls discuss the deteriorating economic environment, Sequoia Capital's bearish note, and discrimination as boomers are forced back to work.
-
The Death of Financial Engineering
The Paul's discuss the decline of VC, financial engineering versus capital expenditure and debate whether there is any debate about transitory inflation