Quantum Economics Podcast

What the new German coalition program means for the economy,  the EU and you

The US Fed, The Appointments and Your Pocket!
What does the renomination of Jerome Powell as Fed Chair and the nomination of Lael Brainard as Vice Chair mean for monetary policy, interest rates and markets.

COP 26 ends, not with a bang, but with a whimper.  What it means for climate change, the world economy and your assets.

COP 26 The Great Climate Copout 
Why does COP 26 emit more hot air than Green House Gas cuts?  What would COP 26 have to deliver to succeed?  What does it deliver - a critical look at its three touted agreements on Rain Forests, Coal and Methane - and an analysis of why the holes in the "agreements" are more gaping than Gruyere. Why this will deliver a temperature increase closer to 3-4C than 2C.  Why this is a key to discounting the lives of future generations and of investments: the Conundrum of Terminal Values

The Hidden War for Global Dominance - The US , China & Digital Assets.

 Stable Coins, on the other side of US regulation and Darwinian market battles, is the hypersonic weapon with which the US can cement US dollar global dominance and win the war against China's (and others') Central Bank Digital Currency.  Rather than being an explicit part of a US strategy this is wired into the architecture of Stable Coin.  This piece attempts to explain how & why this is so!

Copping on to COP 26 - a Climate Change Conference Vital in All But Name!  
Why COP 26 will fail.  Why this is not the end of the world (yet?).  A look at market driven alternatives to political posturing.  How would a functioning climate change policy work?  We examine the mechanics of the relatively succesful EU Emissions Trading Scheme coupled with the ambitious plans of "EU Fit for 55" and the fiscal intervention of the EU Next Generation Recovery & Resilience Fund.  Does the EU initiative crowd in the private sector - as it must to achieve Green House Gas emission goals - or crowd it out?

Quantum Economics: Introduction to You Tube: The Future History of Economics
Introduction to You Tube video "The Future History of Economics:  
https://youtu.be/HFMt17dFO80

This podcast summarises the new Quantum Economics framework for analysis of the combination of the structure of the post pandemic recovery and supply chain disruptions.   The full presentation is on the You Tube video link.

The podcast and video bring together analysis of:
 * the pattern and causes of traditional recessions.
 * the pandemic recession and how it both boosted household income and excess savings and            protected corporate and banking balance sheets and cash flows.
 * The cost of big government resulting from the pandemic policies.
 * the Sawtooth shape of the post pandemic recovery and what drives it.
 * the long term output curve and why trees growth will be lower than the historical  trend line would indicate.

Supply chain disruptions have many “local” causes but they generate global crises. Many are durable. They seem to have come together as an almost perfect storm in the post-Covid economy. Will they fade as service demand replaces manufactured goods demand? Probably not. This report sifts the evidence from supply-chain disruption in labour markets, energy, semi-conductors and freight transport.  One lasting effect will be de-globalisation - the shortening of supply chains to reduce risk paid for by higher costs and inlfation.

Digital Currencies and Global Reserve Currencies.  Substitutes or Rivals?
How does a currency become global reserve currency?
Could a digital version replace the US dollar? 
Why is it so difficult to debunk the dollar from its global throne?

China & Cryptocurrency- Why does Beijing hate Bitcoin? What does China's own Central Bank Digital Currency (CBDC) aim to do?  How does it work? Some lessons to be learned about digital currencies globally.