Our videos.

Our insight of what we judge to be the key macroeconomic, political or strategic events that could have a bearing on your investments.

It’s Crony Capitalism, Stupid!
American millennials, it is said, are turning their backs on capitalism in favour of socialism. Be it socialism writ into the ‘green new deal’ we spoke about earlier in March, or espousing the conceit of modern monetary theory that we have also raised before. These ideas are predicated on the US Government taking over control of large swathes of supposed free markets, which has historically been an anathema to the United States, that sees itself as a bastion of free market capitalism.
It’s Crony Capitalism, Stupid!
American millennials, it is said, are turning their backs on capitalism in favour of socialism. Be it socialism writ into the ‘green new deal’ we spoke about earlier in March, or espousing the conceit of modern monetary theory that we have also raised before. These ideas are predicated on the US Government taking over control of large swathes of supposed free markets, which has historically been an anathema to the United States, that sees itself as a bastion of free market capitalism.
The Green New Deal
Climate change has become a pop culture drumbeat. Something we have to do something about. Unfortunately, we do not know explicitly what to do, but Governments take more money from us to do something.
Worrying About Nothing?
In December, it appeared that the stock market falls would turn into a rout, and the US Government was shutdown thanks to arguments about Trump’s Border Wall. The drums started beating aggressively for those predicting an imminent recession in the US.
Modern Monetary Theory
You may not have heard about Modern Monetary Theory yet (MMT). It’s still a developing narrative. But it’s growing, and it’s growing fast. It is a hip economic or financial model, apparently sweeping a World dissatisfied with the solutions offered by mainstream economics.
The UK And The EU: An Update
The UK’s entire political focus over the first month of this new year has, of course, been Brexit. I thought it would be useful to talk though what has really changed as a result of these events.
My Word Is My Bond
After the Great Financial Crash of 2008, the US Federal Reserve (the Fed) embarked on an unconventional policy that became known as quantitative easing (or QE). The purpose of this policy was to attempt to reduce long-term interest rates, after the Fed funds rate had been cut to effectively zero. Crucially, it was also designed to provide support to asset prices and assist their appreciation.