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The Knock-On Effect #5 - Demographics and Doorways

Published On: Jun 14, 2018

Why will changing Chinese demographics lead to an increase of plastic strips in doorways? Justine and Alex discuss - and in so doing, also touch on Ikea trips, online dating, modern food production, and President Bush’s congratulatory message to President Obama. Then Alex explains how a horse racing term could apply to what’s ahead for stocks.

The Knock-On Effect #4 - Tariffs and Cork

Published On: Jun 7, 2018

Why will U.S. tariffs lead to a resurgence for the global cork industry? Justine and Alex explain, along the way discussing Australian wine, cork shoes and the Chinese consumer.

The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

Published On: May 31, 2018

Why will higher oil prices result in disappointed craft beer drinkers? Justine and Alex discuss. Plus, Alex delves into the world of academia, and discusses an interesting finding about the way stocks react to earnings announcements.

The Knock-On Effect #2 - Rising Rates and Sandy Tracks

Published On: May 24, 2018

Why will rising rates leave tire tracks on the world’s great beaches? Alex, Roger and Justine discuss. Plus, a high-pressure debate over whether stocks will fall 20% within the next year. Filmed on May 21, 2018.

The Knock-on Effect #1 - Protectionism and Red Velvet Cake

Published On: May 17, 2018

In this inaugural episode of “The Knock-On Effect,” Justine and Roger try to convince Alex that a U.S. crackdown on free trade could lead American red velvet cakes to turn pink. Yes, really. Plus, Alex takes issue with Charlie Munger’s shocking bitcoin comparison.