BM Talks

BM Talks: Rachel Ziemba speaks


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We are joined in our latest edition of BM Talks by Rachel Ziemba, founder of Ziemba Insights. She is an expert in sanctions and trade policy with a focus on oil markets in the Middle East. Her substack has the ever-more relevant name of "Weaponized Economy".     

We asked: 

  • What happens to the oil price given the Iran/Israel conflict?
  • What will be the response of the GCC countries and China?
  • How will Trump's trade policies affect GDP? 
  • Can sanctions ever really work? 
  • Would China dump US Treasuries? 
  • Will Russia come back into the fold? 
  • Is Trump the strongest strongman?
...more
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