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The Knock-On Effect Summer Series #2 - Raoul Pal on Turkey

Published On: Aug 16, 2018

Will turmoil in Turkey send global markets skidding? And why might such an economically small country have an incredibly outsized effect? Raoul Pal, co-founder CEO of Real Vision and founder of The Global Macro Investor, discusses with Justine and Alex.

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The Knock-On Effect Summer Series #1 - Mark Dow on Liquidity

Published On: Aug 9, 2018

Are market participants misunderstanding the current state of liquidity - and if so, what are the potential knock-on effects? Mark Dow, founder of Dow Global Advisors and author of the Behavioral Macro Blog, discusses with Roger, Justine and Alex.

The Knock-On Effect #11 - Almond milk and stamp storage

Published On: Aug 2, 2018

Why will rising popularity of almond milk make it more expensive to store postage stamps? Justine and Alex discuss — also touching on bovine productivity, disused limestone mines, and the “Illuminati of Cheese.”

The Knock-On Effect #10 - Yield Surge to Trash Cheap Vodka?

Published On: Jul 26, 2018

Will rising yields on Treasury notes sink the cheapest vodkas? Alex and Justine discuss – also touching on the causes of recession, Scottish drinkers, and the impact of Fed policy. Plus, a controversial USDA maneuver to clamp down on speedy traders

The Knock-On Effect #9 - Trade Fears to Clarify Diamonds?

Published On: Jul 19, 2018

Why will rising concerns about China’s trade-related retaliation lead diamonds to become clearer? Justine and Alex discuss – also touching on Jules Verne novels, iPhone batteries and a new version of blue.