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Thiel on Tariffs
VC and Conservative/libertarian benefactor Peter Thiel on tariffs.
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What Causes Recessions
The four major theories of business cycles in relation to the Great Recession of 2008: Keynesian theory, real business-cycle theory, monetarist approaches, and the Austrian School of Economics. Each theory offers a unique perspective on the causes of the recession. Keynesian economics attributes the recession to a shortfall in aggregate demand, while real business-cycle theorists…
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Largest Car Factory in the World
Germany’s Wolfsburg car factory is the largest in the world. This episode uncovers the engineering and production innovations hidden inside it.
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Origins of the CCP
Sarah Paine describes Mao Zedong’s rise to power and complex legacy within Chinese communism. The lecture chronicles Mao’s strategic evolution from his early life to becoming a significant military and political leader emphasizing his innovative use of propaganda, grassroots support among peasants, and guerrilla warfare tactics amidst civil and external conflicts. Contrasting Mao’s approach with…
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Change the Fed
Dimon discusses the burdens that excessive regulations and tax structures impose on small businesses and lower-income individuals. He argues for a tax system that fosters growth, including doubling the Earned Income Tax Credit , while advocating for more streamlined regulations to alleviate the disproportionate compliance costs faced by smaller banks. Dimon critiques the Dodd-Frank Act for its…
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“The Bling Dynasty”
The complex journeys of the business industrialists and entrepreneurs who now yield just as much power as any elected leader. Each episode focuses on a different economic superpower, USA, China, and Russia. Economic backwater to economic juggernaut, all through stories of its most significant businessmen.
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Bean Tariffs
Joanna Kooi from the University of Illinois discusses the ramifications of newly imposed tariffs on soybean trade among the U.S., Brazil, and China, reflecting trade dynamics similar to those during Trump’s initial term. With the U.S. and Brazil making up over 80% of global soybean exports and China being the main importer, Brazil has ramped up its…
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“Italians make the pasta, and the Swiss make the watches…”
“Normally we think we know what’s gonna happen in the future. We normally assume the future will look mostly like the past…and usually it works because the world doesn’t change that much…the world has been shook up like a snowglobe by the events of the past few days…this is in flux…even if you know what…
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The Pro Argument
Money & Macro suggests that Trump is demanding a new global order that categorizes countries based on their economic relationship with the U.S. The narrative also highlights Trump’s focus on reindustrializing America to counter the perceived threat of deindustrialization and to strengthen the country’s position against competitors like China. The Bretton Woods system, which linked…
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In Bessent’s Words…
Bottom line: rate cuts, banking deregulations, or any kind of stimulus package are not coming anytime soon Bessent’s interview with Tucker Carlson reaffirmed a lot of views that many of us already held—but I think it’s worth highlighting a few key points that are particularly relevant. First, they’re 100% serious about addressing the wealth imbalance.…
Got any book recommendations?