Macro Hive Conversations With Bilal Hafeez

Wolfgang Münchau on Germany’s Political Risks, Fiscal Stimulus and Euro Instability


Listen Later

This episode is supported by private equity platform Moonfare.

Wolfgang Münchau is co-founder and director of Eurointelligence. He was a Financial Times columnist from 2003 until 2020 and co-founder and editor-in-chief of Financial Times Deutschland. He is the author of several books, including Meltdown Years. In this podcast, we discuss:

  1. The unpopularity of Germany’s governing party, the CDU and its new leader Laschet.
  2. Laschet’s support for the coal industry.
  3. The popularity of sister party CSU’s leader Söder and his new economy focus.
  4. The possibility of a CDU and CSU split.
  5. Why are Greens so popular in Germany?
  6. The fiscal implications of Greens in power.
  7. Germany’s constitutional constraints on fiscal policy.
  8. Why far-right AfD has performed poorly recently.
  9. The mismanagement of COVID and the political impact.
  10. Does the EU Recovery Fund signal a common EU fiscal policy?
  11. Will EU climate policy be successful?
  12. Book that influenced Wolfgang: The Rise and Fall of Weimar Democracy (Mommsen), Paris 1919: Six Months That Changed the World (MacMillan).
...more
View all episodesView all episodes
Download on the App Store

Macro Hive Conversations With Bilal HafeezBy Bilal Hafeez

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

90 ratings


More shows like Macro Hive Conversations With Bilal Hafeez

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

589 Listeners

Odd Lots by Bloomberg

Odd Lots

1,918 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,062 Listeners

Macro Musings with David Beckworth by Mercatus Center at George Mason University

Macro Musings with David Beckworth

378 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

931 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,441 Listeners

Grant’s Current Yield Podcast by Grant's Interest Rate Observer

Grant’s Current Yield Podcast

653 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

910 Listeners

Alpha Exchange by Dean Curnutt

Alpha Exchange

84 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

364 Listeners

Supply Shock by Blockworks

Supply Shock

111 Listeners

Forward Guidance by Blockworks

Forward Guidance

274 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

215 Listeners

Macro Mondays by Andreas Steno Larsen

Macro Mondays

24 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

89 Listeners