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Peter Lewis Money Talk
An in-depth discussion of Trump policies on Tariffs and Alliances. Mark Nicholsen, Barry Woods, Peter Lewis and David Roche discuss: has uncertainty peaked? Why no damage yet to US economy? The delay factor inherent in disruption to supply chains. The future of the US$ safe have…
CNBC Squawk Box - the Untimely Death of the Dollar & the Tragic Demise of US Exceptionalism
Why the US war on trade is fatal for US$ role as reserve currency and US Exceptionalism. What does this mean for US stocks & Treasuries?
Peter Lewis Money Talk: a lively discussion on the Trade War theme of who will suffer most and blink first: the US or China
This is a good debate on the workings of a trade war, who pays and why the US suffers most. We spend time analysing why the US concept that it holds the cards is just plain wrong and is a miconception of escalatory dominance in a trade war. We look at who will suffer most and w…
Money Talk: with Peter Lewis and Louisa Fox
Quantifying what Trump means for US GDP & Others'
Money Talk with Peter Lewis, Barry Wood, Simon.Kavanagh & little old me.
Robust conversation on: * German Election: the next four years are critical for the german economy, defence, europe. Domestically, in order to deprive the AfD of youth and lower income groups’ support, the economy must become the rising tide to lift all boats. * US Trump …
The Mini Podcast on Macro Matters
David Roche - Quantum Strategy - The Micro Podcast on Macro Matters Trumps new April Tariffs - what to expect. Munich - the end of NATO and Liberal World Order. US Retail - the fading Exceptionalism Dream... ..... and upcoming data for the week.