218 - Russian sanctions & Wartime speculations

218 - Russian sanctions & Wartime speculation...

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The old order is not coming back. We should not mourn it. Nostalgia is not a strategy!

This episode is a deep dive into a simple claim: This is the year the mask slipped. The United States has decided that the grand bargain it presided over since 1945 is finished, and the consequences are immediate for markets, alliances, and Europe’s security. We begin in Japan, w ...  Show more

Trump vs. The Fed: Sabotage, Showdown, or Economic Revolution?

Donald Trump is taking aim at the most powerful, and most opaque, institution in the global economy: the Federal Reserve. By moving to oust Jay Powell through a criminal investigation, Trump has triggered a battle that cuts to the heart of who really controls money in America, an ...  Show more

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