Andrew Lees

Published on
May 5th, 2015
48 minutes

Andrew Lees

Think Piece ·
Featuring Andrew Lees

Published on: May 5th, 2015 • Duration: 48 minutes

Founder of the Macro Strategy Partnership Andrew Lees leads us through a tour-de-force in this week's Think Piece, casting new light on production in the energy market, capital creation, China, Japan, and Europe.


  • DG
    Dendy G.
    24 May 2015 @ 02:43
    Really great stuff!!
  • JS
    John S.
    20 May 2015 @ 12:49
    Great original analysis. Think I need to watch it again.
  • WW
    Worth W. | Contributor
    20 May 2015 @ 00:08
    This interview blew my mind.
  • IK
    Ian K.
    14 May 2015 @ 07:00
    I question his claim that there is no net energy gain from renewables. The data from Spain and Germany reflects decades of investment in much less energy efficient solar than what we have today.
  • ms
    mahesh s.
    14 May 2015 @ 04:11
    Good interview- however for a non finance person- his use of " CAPITAL AND PRODUCTIVITY" in so many different ways- LOST ME Hopefully you will have him back to talk to SIMPLETONS LIKE US
  • CC
    Charles C.
    12 May 2015 @ 00:08
    An amazing and unique way of seeing the world economy. I need to watch again to really absorb this. It will be worth it.
  • ww
    will w.
    9 May 2015 @ 14:01
    Mind-blowing thought provocation; provacative thought-provoking; thought-provoking squared! SO much to digest in Andrew's most original perspective.
  • DM
    Daniel M.
    7 May 2015 @ 15:12
    Funny, i Matthias above is carbon copy of tweet i made which was basically tht I followed him as a broker at UBS when i started in business and always admired his out of the box thinking. great piece!
  • WG
    Wayne G.
    7 May 2015 @ 00:01
    Another tour de force! I sure hope this is working out financially for RVTV because it would be so depressing to lose access to these amazing thinkers.
  • MB
    Matthias B.
    6 May 2015 @ 10:53
    I remember Andy Lees from my early days at UBS Warburg (late 90-ies) and hugely appreciated his out of the box thinking. How was I surprized to see him on RV now. Thanks a lott for bringing this.
  • lb
    luigi b.
    6 May 2015 @ 08:34
    Please! Please! Add charts and tables Please! Please! Please! Write a book!
  • DH
    Dale H.
    6 May 2015 @ 04:57
    Well, I will watch this again. A fair bit to assimilate in one go - paying so much attention I stood on my dog's foot! I mostly get it, just need to tie it together (not the pesky feet).....
  • WM
    Will M.
    6 May 2015 @ 01:13
    Yes it was a challenge to keep up, but the message seemed clear and not encouraging. The West not only faces GDP stagnation but massive debt overhang. Difficult to see a way out for the medium term
  • RA
    Robert A.
    5 May 2015 @ 23:54
    That's a lot of #'s and %'s to carry on the tip of his logical tongue. I've heard and read arguments that nibble around the concept, but nothing so concise and pithy as this.
  • RP
    Raoul P. | Founder
    5 May 2015 @ 23:43
    An excellent productivity and energy framework from Andy. Really adds nuance to the global economic debate. Ive known him for 23 years and he's always been a smart bloke...
  • SP
    Steve P.
    5 May 2015 @ 22:50
    Wow - follow that! A great insight into how macros think. It brings home the very real problems eventually encountered by economic systems built on the continual expansion model. Are we now there?
  • PH
    Philip H.
    5 May 2015 @ 18:58
    My brain hurts..........!
  • CC
    Christopher C.
    5 May 2015 @ 17:46
    If creative destruction is not allowed to move the comma to the right on asset values then flawed monetary policy induces the comma moving to the left via inflation.
  • CC
    Christopher C.
    5 May 2015 @ 17:40
    world by resource exploitation and productivity gains, which tend to be linear. Resets are periods of synchronization when zeros get added to "money" to re-balance the natural differences.
  • CC
    Christopher C.
    5 May 2015 @ 17:38
    Big picture - Money creation is needed to induce capital flow in order to support a debt based economy which by its nature must grow exponentially or die. The monetary system is tied to the real
  • PT
    Philip T.
    5 May 2015 @ 16:57
    Yes. Brilliant, but it hurts my head.
  • SC
    Shaun C.
    5 May 2015 @ 15:37