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  1. 2 天前

    Who is winning the US-China AI race?

    The release of China’s Deepseek R1 model last year, which rivalled many US large language models but was trained at a fraction of the cost, seemed to kick-off a new realm of competition between the US and China. Luke is joined by Robert Gilhooly, Senior Emerging Markets Economist at Aberdeen, to discuss the nature of the AI race between the US and China, who is currently winning, whether government strategies around things like export controls and energy policy can help determine who the winner might ultimately be, and whether even framing the contest as a “race” with a single “winner” is the right way to think about how the technology and policy is likely to evolve.

    21 分鐘

  2. 4月2日

    How are investors responding to the Iran conflict? – with Victoria Scholar from interactive investor

    The Iran war is now in its 5th week, longer than many in the market seem to have been expecting, and it continues to be a source of significant asset price volatility. Paul and Luke are joined by Victoria Scholar, Head of Investment at interactive investor, to consider the market and investor reaction to the conflict. They discuss the significance of the oil price as both barometer and transmission mechanism of the conflict, the performance of EM vs DM markets, investor interest in gold, where diversification can be found in a geopolitical crisis, and whether retail investors can be better contrarians at market turning points.

    23 分鐘

  3. 3月5日

    Conflict in Iran: how long will it last, and what will be the economic impact?

    The war in Iran and the wider Middle East has dealt a significant blow to asset prices. Paul, Luke and Lizzy look at the US and Israel’s war aims and examine why Iran’s response has been larger than expected. They go on to consider what asset prices appear to be pricing in about the likely outcome of the conflict, and what this could mean for growth, inflation and interest rates. They also reflect on how US policy fits within Trump’s broader foreign policy agenda.

    35 分鐘

  4. 2月26日

    Can Europe innovate at war(p) speed? - with the NATO Innovation Fund

    The war in Ukraine is now four years old, and the nature of modern warfighting - and Europe’s defence needs - has shifted dramatically as a result. Lizzy and Paul talk to John Ridge and Erin Hallock of the NATO Innovation Fund, a multi‑government‑backed venture capital fund, about the accelerating pace of innovation on the battlefield, why governments must procure and adopt defence technology far faster to turn late‑stage prototypes into scalable capability, and how the Fund is finding and funding early‑stage defence, security and resilience businesses.

    35 分鐘

  5. 2月12日

    Does politics matter for markets? - with Jens Larsen of Eurasia Group

    2026 has started with a flurry of political shocks. Luke and Lizzy talk to Jens Larsen, Practice Head of Geoeconomics at Eurasia Group, about the structurally elevated geopolitical volatility that investors now face and why this matter to markets. They discuss the fundamental drivers of heightened political risk, including the end of the unipolar moment and the re-emergence of great power competition, the break down in operating consensus that underpinned domestic politics until recently, the chance of US military action in Iran, and whether UK fiscal policy will change significantly under a potential new prime minister and Chancellor.

    42 分鐘

  6. 1月29日

    Will the trade war become a capital war?

    With President Trump threatening fresh tariffs on various economies, trade wars are back in focus.  Moreover, the risk of the trade war spreading to a capital war has become more pressing. The EU has been considering activating its “Anti-Coercion Instrument” in response to US threats to Greenland, which could see services trade and capital flows targeted.  Paul, Luke, and Lizzy discuss how a capital war could be the next stage of the global trade war, where the EU may have leverage over the US in such a conflict, the prospect of European institutions dumping US treasury holdings, and whether the US capital account surplus is really a chokepoint trading partners could exploit.

    32 分鐘

  7. 1月16日

    What will the ‘Donroe Doctrine’ mean for global macro and markets?

    The recent US intervention in Venezuela is a vivid demonstration of the new so-called ‘Donroe Doctrine’ asserting complete US supremacy in the western hemisphere. Paul, Luke, and Lizzy discuss the historical context of America’s new foreign policy stance and what it might mean for various neighbours including Brazil, Colombia, Mexico, Cuba, and Greenland. They also consider potential read across for Iran, Russia-Ukraine, and China-Taiwan, and whether it makes other conflicts more likely.

    35 分鐘

  8. 2025/12/15

    What does 2026 hold for macro and markets?

    The coming year is going to see more economic and geopolitical volatility for investors to navigate. Paul asks members of the Aberdeen Investments research team to outline the big questions they are asking as we head into 2026 – including the outlook for monetary policy under a new Fed chair, whether China can tackle its deflation problem, and the risk of an AI bubble bursting.

    27 分鐘
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簡介

Macro Bytes

資訊

  • 創作者
    Aberdeen Investments
  • 活躍年代
    2021年 - 2026年
  • 集數
    153
  • 年齡分級
    兒少適宜
  • 版權
    © 2026 Macro Bytes
  • 節目網站
    Macro Bytes

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