Podcast Episodes

Tanking Banking, French Toast, Bi Bi's Boo Boo

Season 1 Episode 13

This week, our boys are on the trail of the continuing fallout from SVB.

With Credit Suisse the next domino in what is looking increasingly like a chain, Philip Pilkington has been doing some digging…

Published on 2 years, 8 months ago

Special Edition: A Q&A with Collingwood & Pilkington

Season 1 Episode 12

As part of our tenth episode celebrations, we've taken soundings from the loyal listeners, and come up with a list of questions to ask Andrew Collingwood and Philip Pilkington.

The boys cover all the…

Published on 2 years, 8 months ago

Samo Burja: The Three Mega-Trends That Will Define The 21st Century

Season 1 Episode 11

This week, we're celebrating our recent tenth show with a double-header.

Breaking out of the usual format, we have an interview with a thought leader, plus a special listener Q&A with Ladsie & Boysie…

Published on 2 years, 8 months ago

Silicon Valley Bailout, All Butter No Guns, The Art of Peace

Season 1 Episode 10

The Multipolarity group chat exploded over the weekend, as news of the Silicon Valley Bank implosion began to break.

Andrew Collingwood is angry at what amounts to a subsidy for rich depositors.

Phil…

Published on 2 years, 9 months ago

An OPEC for Lithium, World War Three, The Goulash Archipelago

Season 1 Episode 9

Tech-wise, lithium is in everything from electric vehicles to mobile phones. And for an element so high up the periodic table, it's surprisingly hard to find. So, much like oil in the 1970s, are we o…

Published on 2 years, 9 months ago

The Great Divergence, Chips With Everything, Africa's New Rumble In The Jungle

Season 1 Episode 8

This week, Philip Pilkington is hammering a term he claims will soon be everywhere: "The Great Divergence".

What becomes of the global balance of power when, as seems likely in 2023, there is simulta…

Published on 2 years, 9 months ago

All Turkey's Christmases, Materiel World, Chinese Burns

Season 1 Episode 7

Turkey has the best performing stock market in the world this year. In part, this is to do with how it has under-performed in previous years. But, as our duo point out, it's also to do with a country…

Published on 2 years, 9 months ago

Ireland's Migration Riots, The Global Popularity Contest, America Hits the Bongbong in the Philippines

Season 1 Episode 6

In the week that Ireland is gripped by widespread anti-migrant protests, resident Celt Phil Pilkington explains why the present wave of populist sentiment might no longer be containable by the politi…

Published on 2 years, 10 months ago

The Balloon Goes Up, Sanctions Busting, Nigeria's Stablecoin Faceplant

Season 1 Episode 5

Like so many other social media addicts, our duo were in thrall to the rogue Chinese weather balloon over the weekend. But while the rest of the commentariat were fuming at the security implications,…

Published on 2 years, 10 months ago

Housing Crash 2.0, The Rebalancing Act, A North-South Silk Road

Season 1 Episode 4

Philip Pilkington came of age in the shadow of the great Irish property bust of 2008 - it was one of the key reasons he became a macro-economist.

Now, as he warns, history is about to repeat itself. …

Published on 2 years, 10 months ago