Comments
Transcript
-
GBa bit difficult to derive specific investment direction from this
-
SCIs there a reddit or a discord for the Real vision subscribers?
-
TKfast talking abstractionists. Windbaggery sans details and rigor.
-
SMThere's no answer to climate change cause climate have always change!!
-
DSGreat discussion. A simple question to Professor Blyth: Is a wee bit of austerity a good thing? I shall watch again now. DLS
-
DSPolitics is always about power not policy. The US is progressing into a wealth oligarchy. (This is not a conspiracy. It is just what is working in politics now.) Powerful moneyed interest, private and public, are funding candidates, aka lobbyist, to promote their interests - whether good or bad for the common good. In order to effect power, the oligarchs must have their "lobbyist” elected. The political parties identify different constituents who can be united in a voting bloc by all kinds of media, left or right. During the election, platforms are fabricated to further bind the proposed constituents together. The winners of the elections will promulgate policies and legislation that will fulfill their obligations to their oligarchs. (I am a little cynical after all the lockdown, but I do feel that this is the way politics is moving in the US now.) It is a very inefficient system made possible by mass media. Is it no wonder that there are no coherent policies? They are the last thing anyone thinks of. DLS
-
PWAny book link......tia
-
KSLiked. For the content as well as for the delightful accents.
-
DLGreat discussion—thank you, gentlemen.
-
DPFascinating. Thanks.
-
SLThis is a v good discussion.
-
CPCan you get at least one guest on RV who is geopolitically competent? Perhaps someone from the Naval War College?
-
HvRaoul and Team; loving the speed at which y’all are pumping these out. Incredibly impressive!! Also really loving the frontal split-screen “Skype” view; allows us to see facial cues and clues on the topic at hand. A lot is said in the spaces between the words; it’s great to be able to read it. A vast improvement to the opposing-chair regime and prolly a heck of a lot cheaper to produce too. Lock-down business practice change for the WIN! Make it a keeper please.
-
AL3 points regarding the puzzle addressed at 16:00 of how bilateral trade battles and the creation of central bank swap lines can exist simultaneously: 1. China is the primary battleground for the trade battle to prevent the rise of a sino-centric world order. Continue trade imbalances will give them the ability to raise a military power that could enforce order in the belt and road initiative. This is a huge threat to the US dollar reserve platform. 2. China was not offered a swap line. In the case of China, these two ideas are NOT coexisting. 3. Swap lines were offered to nations that help maintain the US dollar reserve platform. None of these countries have massive trade imbalances that give them the ability to rival our idea of world order. Just my 3 cents on it.
-
DMHuh? The 'hockey stick chart' for climate change? That's been scrapped as it is now a punch line among serious people. The rest of the interview is great - fast paced and info rich.
-
NDGreat to see Prof. Blyth on RV, hope he comes back soon! Perhaps for an intellectual sparring match vs. Mike Green!
-
WGAlways short on time, I started this on 1 1/2 speed. Yikes. Reset it to 1, but halfway thru, had to double check the setting because it was so energetic and rapid fire. Haha. Thanks for letting us sit in on the chat gentlemen. Lots of food for thought and ideas to come back to.
-
RMRegardless of who is President, the Fed has no choice, it has to buy as many Treasuries as necessary to keep interest rates low and protect the Treasury market. Otherwise the US government cannot continue to increase debt and the house of cards collapses.
-
TSChina, the dog that hasn't barked. Prior to the COVID-19 market meltdown Roubini suggested China's prospects for US trade were so bleak that the CCP might conclude the pain to her industries from exercising the so-called "nuclear (debt) option" (liquifying government held US debt) might benefit the CCP itself longer term. Today the CCP released an official cryptocurrency. So far, just a procedural probe.
-
CPMark Blythe, Very improper to have so much vulgarity - on your wall and from your mouth. Unnecessary. That you two guys don't understand (you admit this) the seeming confusion of the US policy decisions, speaks a lack of geopolitical wisdom. There isn't a single thing in US policy since 2017 that has been a surprise to me.
-
PLGreat to see Blyth on RV! Keep bringing him back!
-
PUthe guy doing the intro looks like the actor on Home Alone
-
RMTruly fascinating and incredibly interesting conversation - thank you Prof's Blyth and Tooze! Please come back again in 6 months to do another session (with updates on then current subjects like Covid aftermath, financial markets gyrations, and political elections). Hope to see you both again.
-
SM...at being too afraid of dying, you forget to live...
-
RWI don't know - somewhat interesting but nothing of deep insight. to me they came across as riders of the situation, rather than original thinkers. A number of examples eg arguing over whether this is a black swan - pointless; Hubei same size as Italy - well by that methodology Nigeria is 3x the size of Italy. I rarely give a thumbs down, but on this occasion ...
-
FG6.7 bn bbls is the total world storage capacity for crude (not including tankers) That's +60 days of the world's consumption. Does the world really need more storage capacity? Or do we need to have production facilities that are more output-flexible? It not only has a cost to build and maintain but it is environmentally questionable to increase storage.
-
JVWell that was NOT a shit idea, at all. Thank you, gentlemen. My mind just grew a bit more.
-
LCAmazing! Blyth is a legend.
Chapters
-
A Crisis Like No Other
-
Efficiency as the Ultimate Hidden Black Swan Risk
-
The U.S. Dollar and Central Bank Swap Lines
-
Is the Fed Rewarding Bad Behavior?
-
Europe's Fragile Banking System
-
Britain's Monetary Anomaly
-
Blurring of the Fiscal and Monetary Lines
-
China's Post-corona Prospects: Beijing as "The Dog That Hasn't Barked"
-
Chinese Capital Flight
-
Long-term consequences of COVID-19 on Globalization