Dr. John Llewellyn – Think Piece

Featuring Dr. John Llewellyn

Dr. John Llewellyn, Partner at Llewellyn Consulting, reflects on the implications of a Brexit on Britain and the EU, the transfer of income between crude producers to consumers, the shift in energy production towards renewables, and the extent of displacement and disruptiveness brought by AI.

Published on
29 March, 2016
Global Outlook, Brexit, Macro
32 minutes
Asset class
Currencies, Commodities


  • dm

    dan m.

    31 5 2016 04:47

    0       0

    polished idiot. "Cambridge".......

  • AD

    Andrew D.

    9 5 2016 16:07

    0       0

    A thoughtful overview of where the world economy is and where it may be going. It reflects the importance of knowing about economic history and being able to stand back to reflect. Yes, more on debt?

  • SH

    Steve H.

    18 4 2016 21:45

    0       0

    30-minutes and hardly a mention of the major debt problems that constrain growth. Must be an economist...

  • sp

    shashwat p.

    12 4 2016 11:29

    0       0

    Love all the straight line extrapolation. Must be an economist by profession..

  • BF

    Bruce F.

    9 4 2016 05:17

    0       0

    many outstanding thoughts to get GDP advancing.

  • WM

    Will M.

    1 4 2016 19:31

    0       0

    Feels like since monetary policy has failed, either the game is over, or governments will now push for fiscal policy solutions. Massive infrastructure spending in USA feels likely.

  • WM

    Will M.

    1 4 2016 19:29

    0       0

    Very good piece. Another very experienced presenter. I particularly liked his perspective on infrastructure spending. I can see the building clamor in the US for infrastructure improvements.

  • ml

    michael l.

    1 4 2016 02:19

    7       0

    As a former colleague of John's at Lehman, I always appreciated his wisdom and insight, which are on display in this piece. Well worth the time...

  • TR

    Thomas R.

    1 4 2016 00:36

    2       0

    I'd like to question that solar and wind, as energy sources, displace oil demand, when the predominant use of oil is for transportation

  • AS

    Alex S.

    31 3 2016 20:46

    3       0

    It annoys me when the subject of the EU referendum gets referred to as if the UK wants to "leave europe".

    Europe has been here longer than the EU, and its not Europe that I want us to leave.

  • SD

    Stephen D.

    30 3 2016 04:28

    9       0

    I used to work with John at Lehman. He's the smartest, wisest Chief Economist I've ever known, and always worth listening to. It would be great to see Raul interview him in depth at some stage.

  • BM

    Barry M.

    30 3 2016 02:05

    28       0

    I don`t understand the high proportion of "thumbs down", I found it very informative, a very good speaker and thought provoking content, I have seen nothing on RVTV warranting a "thumbs down", imho

  • RP

    Ron P.

    29 3 2016 20:45

    8       1

    I'm quite surprised that this experienced gentleman did not address the short term negative ramifications of the global debt burden.

  • SB

    Stewart B.

    29 3 2016 19:49

    8       6

    Not a fan. It was like listening to a politician. He seems to be of the mind that more government, rules, regulation and generally everything else that violates our freedom is what is needed.

  • SS

    Sam S.

    29 3 2016 19:13

    3       0

    Like listening to John Houseman in Paper Chase, only better. This is a quality piece with no side conversation or distraction. I'm a fan.

  • CC

    Christopher C.

    29 3 2016 18:08

    1       5

    The development of AI may well be the exclamation mark at the end of the history of man. Humans may create Gods but to think we can control them is folly. This is why Elon Musk wants off Earth.

  • KD

    Ken D.

    29 3 2016 18:02

    2       0

    Wonderful presentation. His prediction of lower for longer for energy prices was of particular interest. Also his views on the economic impact of AI.

  • JD

    Jonathan D.

    29 3 2016 17:31

    1       0

    Yes, a thumbs up for his pragmatism.

    I'd like to have have heard more for Capitalism though.

  • LM

    Leland M.

    29 3 2016 14:53

    4       0

    Wonderful presentation. A great speaker with a clear and well thought out analysis of global economic issues. Infrastructure could be the 3 to 5 year bridge to the benefits of the promise of AI.