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Money Talk: Peter Lewis, Mark Michelson, Tim Huxley debate the shape of things to come- the long view.
Money Talk: Peter Lewis, Mark Michelson, Tim Huxley debate the shape of things to come- the long view.
Iran: The whole Hog?
I ran - The Whole Hog Investment Conclusion. War to achieve regime change in Iran is looking imminent. The initial result will be risk off and rising oil prices. But longer term a renascent Iran will reduce global oil prices by US$10-12/bbl. This is all set out in…
NDTV The. Big Question - comparing the economic arsenals of Europe Vs US….guess who holds all the cards?
NDTV The. Big Question - comparing the economic arsenals of Europe Vs US….guess who holds all the cards? The EU’s Anti Coercion Instrument confers almost limitless powers on the EU disrupt the US’s vast businesses. The US defines its economic power as its ability to hu…
Engelsberg Ideas - The Price of Europe’s Defence
Engelsberg Ideas The price of Europe’s defence JANUARY 22, 2026 DAVID ROCHE THEMES: ECONOMICS, GEOPOLITICS Europe’s dependence on the US for its defence may be coming to an end. Rapid military spending, the replacement of US assets, and taking on the nuclear…
CNBC Asia Squawk Box - Japan, Gold and Other Things
CNBC Asia Squawk Box - Japan, Gold and Other Things
The Real Davos Debate
The Real Davos Debate analyses the implications of accelerated European economic militarisation if President Trump dumps NATO. The costs, financing and fiscal and monetary implications are grouped under the headings of: Accelerating EU defence spending to 5% of GDP in…
RTHK The Close: an extended 45 minute edition! Carolyn Wright, Richard Harris and little auld me discuss just about everything.
RTHK The Close: an extended 45 minute edition! Carolyn Wright, Richard Harris and little auld me discuss just about everything that’s wrong with the world if you’re half-way sane and right with it if you are not and a maga member!
Peter Lewis Money Talk - Iceland, Tariff Wars, China Legacy, The Japanses Election & Fed Succession.
Peter Lewis Money Talk - Iceland, Tariff Wars, China Legacy, The Japanses Election & Fed Succession.
Navigator.
Navigator. Why President Trump's Greenland Tariffs are binary. They can either set off a new EU-US trade war and call NATO into question, Or result in Greenland being the last political tariffs to be used by Trump and removed from his arsenal by the US Supreme Court. …