'Merica, Mao and the Metaverse
'Merica, Mao and the Metaverse
US-China Series
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
Jul 11, 2022
23 min
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.
Jun 22, 2022
24 min
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
Jun 17, 2022
30 min
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.
Jun 3, 2022
34 min
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.
May 26, 2022
24 min
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
May 19, 2022
27 min
Inflation v Recession Is the mindset shifting?
The Paul's discuss whether equities are pricing recession risks and the market consequences of Roe v Wade
May 5, 2022
35 min
Is it time to get bullish on China?
The 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?
Apr 28, 2022
29 min
The Four Horsemen of the Apocalypse
The 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 metaverse and the realization that supply is unlimited
Apr 18, 2022
31 min
The Money Multiplier is Back
The Pauls discuss the return of the money multiplier, the Bank of Japan's dovishness, and the workers fighting back against Starbucks and Amazon.
Apr 8, 2022
30 min
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