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The Mini Podcast on Macro
The Mini Podcast on Macro that may matter to markets - US Presidential, China Stimulus, Israel & Iranian assets - the "Big If".
CNBC Squawk Box- Fed Jumbo cuts - the hidden damage
The Silliness of the Fed's JUMBO cut and the hidden damage. Watch on CNBC.
RTHK Global Issues with Carolyn Wright
Global Issues with Carolynn Wright on RTHK "The Close": US jobs, China Stimulus, the Middle East War and Ishiba's Japan!
The Mini Podcast on Macro Matters
The US Swing State Polls & the Crafting of the Israeli Retaliatory Attack on Iran.
Money Talk with Peter Lewis: China Policy - assessing the equity market blow off and how sustainable it is
A great discussion of China's market ramp and its sustainability with Peter Lewis and Enzio Pfeil- everything from culture to Hayek
RTHK: The Close - China's Big Bazooka
Why China's big Bazooka is creating a feeding frenzy in markets but will fail economically.
The Micro Podcast on Monday Macro
Harris more likely to win. Middle East why further Israeli escalation will not provoke Iranian reaction? What do Ishiba victory & coming elections mean for Asia? Ukraine whither now that Zelensky's visit to the US and the Peace plan has failed? China: why the big baz…
Mind the Gaps!
Mind the gaps between hopes and realities to come. Here are 5 gaps between investor assumptions and likely outcomes that underpin a bear market next year
RTHK The Close: a discussion of Central Banks, China Stimulus and the Global Economy
The Fed too much too early and China the Great Leap Backwards??
RTHK: The Close- Tech Grayzone Warfare, China Deflation & the US Presidential Election
RTHK - The Close- Tech Grayzone Warfare, China Deflation & the US Presidential Election