Slow Burn illuminates America’s most consequential moments, making sense of the past to better understand the present. Through archival tape and first-person interviews, the series uncovers the surprising events and little-known characters lurking within the biggest stories of our time. Want more Slow Burn? Join Slate Plus to unlock full, ad-free access to Slow Burn and your other favorite Slate podcasts. You can subscribe directly from the Slow Burn show page on Apple Podcasts and Spotify. ...
…
continue reading
Content provided by Global Enduring Disorder Ltd, Jason Pack, and Evergreen Podcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Global Enduring Disorder Ltd, Jason Pack, and Evergreen Podcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Similar to Disorder
If you’re reading this, chances are you’re not an undecided voter. But if you don’t want Donald Trump to become president again, between now and November you’ll need to convince as many as you can to cast their ballot for Joe Biden. With the help of some of the smartest strategists, pollsters, and organizers in politics today, host Jon Favreau explores the minds of voters who will decide the 2024 election, and gives you everything you need to persuade the persuadables in your life. Season 4 ...
…
continue reading
On Pod Save The People, host DeRay Mckesson explores social justice, culture, politics – and the various ways they all collide – with cohosts Myles E. Johnson and Sharhonda Bossier. Each Tuesday, the crew digs into the current events driving the political discourse – bringing cultural context, actionable insights, and a hot take or two – to help empower listeners to engage as thoughtful members of their communities…and their group chats. Alongside special guests, the show uplifts overlooked ...
…
continue reading
Our weekly podcast from Politics Home discussing all the ups and downs in Westminster. Please subscribe and share - and keep up with all the latest news on PoliticsHome.com. Got a question for the team? [email protected].
…
continue reading
Tough decisions rattle us all to the core. But for our guests on One Decision— the choices they are up against can also shape history. No pressure! They take us through all of their doubts, emotions and—sometimes unexpected--consequences. A fresh take on foreign policy. Hear the former head of Mi6, Sir Richard Dearlove alongside international journalists as they analyse, interview, and discuss.
…
continue reading
"OPB Politics Now" is a weekly podcast that takes a deep dive into the hottest political topics in Oregon and the Northwest. Every Friday, OPB’s political reporters and special guests offer in-depth analysis, discussion and insight into candidates, events and issues.
…
continue reading
The Cārvāka Podcast is a series of long-form conversations hosted by Kushal Mehra. The podcast covers a wide range of subjects where Kushal speaks with a wide range of guests to talk about sports, philosophy, public policy, current affairs, history, economics, etc.
…
continue reading
The Young Turks is Home of The Progressives. Cenk Uygur, Ana Kasparian and a host of progressive voices deliver the news and provocative commentary. Whether you are seeking a breakdown of current events, politics and the mainstream media or just a quick laugh, the TYT daily podcast will always keep you informed and entertained.
…
continue reading
A weekly discussion of the geopolitical implications of current events in the Asia-Pacific, hosted by Ankit Panda and Catherine Putz from The Diplomat, with regular guests.
…
continue reading
The Financial Times takes you into the corridors of power to unwrap, analyse and debate British politics with a regular lineup of FT correspondents and informed commentators. New episodes available every Friday. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
))
Ep 142. Why are stock markets not crashing? With the FT’s Katie Martin
Manage episode 507961331 series 3512940
Content provided by Global Enduring Disorder Ltd, Jason Pack, and Evergreen Podcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Global Enduring Disorder Ltd, Jason Pack, and Evergreen Podcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Investors are frogs in a Trumpian pot. As he turns the water up will they jump or boil?
Trump has chaotically imposed tariffs on the global economy-- replete with arbitrary numbers, 90-day pauses, and then different outcomes for similar countries. Many predicted this type of chaotic policymaking would tank the US stock markets, make the bond markets panic, and trigger a worldwide recession. Jason at least assumed UVXY would spike as volatility would soar. Yet US markets are hitting record highs. Even foreigners are still willing to buy US equities, albeit while hedging their dollar risk. What is going on here? Why do the Markets seem to love Trump? Why are markets addicted to low interest rates and cheap money? Why do markets want less regulation even though it can lead to crashes? Why don’t the markets react with Trump threatens Powell, Lisa Cook, and Fed Independence?
To find out, Jason is joined this week by Katie Martin, the Markets columnist at the Financial Times and host of the Unhedged Podcast. They discuss how Europe should respond to Trump’s craziness, why US Big tech stocks (and the data centre construction fad) are keeping the market afloat, the implications of big money continuously ploughing into AI without knowing if AI will really be profitable, and the shifting focus from public to private markets. Plus: Gilts vs Treasuries, the UK’s fiscal woes, and whether the Euro could replace the dollar as the world’s most important reserve currency. And to Order the Disorder, they discuss the formation of a new global body to tackle inequality globally.
Producer: George McDonagh
Subscribe to our Substack - https://natoandtheged.substack.com/
Disorder on YouTube - https://www.youtube.com/@DisorderShow
Show Notes Links:
Read Investors are frogs in a Trumpian pot by Katie https://on.ft.com/3K67eCm
Read Time to give the euro a glow-up by Katie https://on.ft.com/4mhfWuP
Read The bond doom-mongers have got at least one thing right https://on.ft.com/41TpXqT
Check out Katie’s Unhedged podcast: https://www.ft.com/unhedged-podcast
Watch How has Trump changed the global economy https://www.youtube.com/watch?v=HwKt43ruWCo
https://www.youtube.com/shorts/Rg9YCYehqQc
Learn more about your ad choices. Visit megaphone.fm/adchoices
155 episodes
Share
Manage episode 507961331 series 3512940
Content provided by Global Enduring Disorder Ltd, Jason Pack, and Evergreen Podcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Global Enduring Disorder Ltd, Jason Pack, and Evergreen Podcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Investors are frogs in a Trumpian pot. As he turns the water up will they jump or boil?
Trump has chaotically imposed tariffs on the global economy-- replete with arbitrary numbers, 90-day pauses, and then different outcomes for similar countries. Many predicted this type of chaotic policymaking would tank the US stock markets, make the bond markets panic, and trigger a worldwide recession. Jason at least assumed UVXY would spike as volatility would soar. Yet US markets are hitting record highs. Even foreigners are still willing to buy US equities, albeit while hedging their dollar risk. What is going on here? Why do the Markets seem to love Trump? Why are markets addicted to low interest rates and cheap money? Why do markets want less regulation even though it can lead to crashes? Why don’t the markets react with Trump threatens Powell, Lisa Cook, and Fed Independence?
To find out, Jason is joined this week by Katie Martin, the Markets columnist at the Financial Times and host of the Unhedged Podcast. They discuss how Europe should respond to Trump’s craziness, why US Big tech stocks (and the data centre construction fad) are keeping the market afloat, the implications of big money continuously ploughing into AI without knowing if AI will really be profitable, and the shifting focus from public to private markets. Plus: Gilts vs Treasuries, the UK’s fiscal woes, and whether the Euro could replace the dollar as the world’s most important reserve currency. And to Order the Disorder, they discuss the formation of a new global body to tackle inequality globally.
Producer: George McDonagh
Subscribe to our Substack - https://natoandtheged.substack.com/
Disorder on YouTube - https://www.youtube.com/@DisorderShow
Show Notes Links:
Read Investors are frogs in a Trumpian pot by Katie https://on.ft.com/3K67eCm
Read Time to give the euro a glow-up by Katie https://on.ft.com/4mhfWuP
Read The bond doom-mongers have got at least one thing right https://on.ft.com/41TpXqT
Check out Katie’s Unhedged podcast: https://www.ft.com/unhedged-podcast
Watch How has Trump changed the global economy https://www.youtube.com/watch?v=HwKt43ruWCo
https://www.youtube.com/shorts/Rg9YCYehqQc
Learn more about your ad choices. Visit megaphone.fm/adchoices
155 episodes
All episodes
×
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.
Similar to Disorder
Slow Burn illuminates America’s most consequential moments, making sense of the past to better understand the present. Through archival tape and first-person interviews, the series uncovers the surprising events and little-known characters lurking within the biggest stories of our time. Want more Slow Burn? Join Slate Plus to unlock full, ad-free access to Slow Burn and your other favorite Slate podcasts. You can subscribe directly from the Slow Burn show page on Apple Podcasts and Spotify. ...
…
continue reading
If you’re reading this, chances are you’re not an undecided voter. But if you don’t want Donald Trump to become president again, between now and November you’ll need to convince as many as you can to cast their ballot for Joe Biden. With the help of some of the smartest strategists, pollsters, and organizers in politics today, host Jon Favreau explores the minds of voters who will decide the 2024 election, and gives you everything you need to persuade the persuadables in your life. Season 4 ...
…
continue reading
On Pod Save The People, host DeRay Mckesson explores social justice, culture, politics – and the various ways they all collide – with cohosts Myles E. Johnson and Sharhonda Bossier. Each Tuesday, the crew digs into the current events driving the political discourse – bringing cultural context, actionable insights, and a hot take or two – to help empower listeners to engage as thoughtful members of their communities…and their group chats. Alongside special guests, the show uplifts overlooked ...
…
continue reading
Our weekly podcast from Politics Home discussing all the ups and downs in Westminster. Please subscribe and share - and keep up with all the latest news on PoliticsHome.com. Got a question for the team? [email protected].
…
continue reading
Tough decisions rattle us all to the core. But for our guests on One Decision— the choices they are up against can also shape history. No pressure! They take us through all of their doubts, emotions and—sometimes unexpected--consequences. A fresh take on foreign policy. Hear the former head of Mi6, Sir Richard Dearlove alongside international journalists as they analyse, interview, and discuss.
…
continue reading
"OPB Politics Now" is a weekly podcast that takes a deep dive into the hottest political topics in Oregon and the Northwest. Every Friday, OPB’s political reporters and special guests offer in-depth analysis, discussion and insight into candidates, events and issues.
…
continue reading
The Cārvāka Podcast is a series of long-form conversations hosted by Kushal Mehra. The podcast covers a wide range of subjects where Kushal speaks with a wide range of guests to talk about sports, philosophy, public policy, current affairs, history, economics, etc.
…
continue reading
The Young Turks is Home of The Progressives. Cenk Uygur, Ana Kasparian and a host of progressive voices deliver the news and provocative commentary. Whether you are seeking a breakdown of current events, politics and the mainstream media or just a quick laugh, the TYT daily podcast will always keep you informed and entertained.
…
continue reading
A weekly discussion of the geopolitical implications of current events in the Asia-Pacific, hosted by Ankit Panda and Catherine Putz from The Diplomat, with regular guests.
…
continue reading
The Financial Times takes you into the corridors of power to unwrap, analyse and debate British politics with a regular lineup of FT correspondents and informed commentators. New episodes available every Friday. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
