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- 🇳🇿NZ · Politics#613K to 10K
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Est. listeners per new episode within ~30 days
1.5K to 5K🎙 Weekly cadence·3 episodes·Long inactive - Monthly Reach
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3K to 10K🇳🇿100% - Active Followers
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900 to 3K
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Recent episodes
Ep 3 Laurent Lequeu, the Macro Butler and how Hong Kong is the next financial center of the world.
Apr 29, 2025
50m 04s
Ep.2 From trade war to kinetic war? Understanding the new geopolitical dynamics with Michael Every.
Apr 7, 2025
1h 00m 47s
Ep.1 Is a Merger Between Canada and the USA Inevitable? A talk with Diane Francis.
Apr 7, 2025
46m 50s
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| Date | Episode | Description | Length | |
|---|---|---|---|---|
| 4/29/25 | ![]() Ep 3 Laurent Lequeu, the Macro Butler and how Hong Kong is the next financial center of the world. | 💥 Will the Center of the World be Hong Kong?In this explosive episode of The Next Decade, financial consultant Laurent Lequeu, aka The Macro Butler, breaks down the tectonic shifts happening in the global economy—from stagflation risks and capital controls in Europe to the rise of the Russia-China-India triangle and the economic boom around Hong Kong.We dive into:Why Western democracies are seen as chaotic circuses from an Eastern lensHow Trump's tariffs and trade wars could backfireWhether Europe is heading toward economic collapse and capital controlsThe return of gold as the only antifragile assetWhy Hong Kong may replace New York as the world’s financial centerAnd why Laurent believes Bitcoin is a trapLaurent also shares bold 10-year investment ideas, his framework for macro investing using simple ratios, and why the next energy bull run may surprise everyone.📈 Insightful. 🔥 Provocative. 🌍 Global in scope.👉 Don’t forget to like, subscribe, and drop a comment below — What do YOU think is the next global economic epicenter?00:00 Introduction to Laurent Lecu and His Work00:16 Eastern vs. Western Perspectives on Politics02:10 Journey into Macroeconomic Analysis04:23 Analyzing the Macroeconomic World06:03 Current Economic Environment: Risk On or Risk Off?08:25 Understanding Stagflation10:22 The Disruptive Role of Donald Trump11:10 The Russia-India-China Triangle14:02 Pessimism About Europe's Economic Future16:19 Implications of Capital Controls in Europe19:14 Hope for Europe: A U-Turn?20:20 The US-China Trade War21:18 Future of Manufacturing in the US28:13 Investing in the Valéry-Pierre Circle29:13 Hong Kong as the Next Financial Center32:15 Potential Proxy War in Korea35:21 Energy Sector Outlook for the Next Decade38:12 Global Economic Trends and Recession Risks42:24 Interest Rates and the Future of Bonds46:11 Gold vs. Bitcoin: The Investment Debate#Macroeconomics #Geopolitics #GoldVsBitcoin #TrumpEconomy #USChinaTradeWar #FinancialCrisis #TheNextDecade | 50m 04s | |
| 4/7/25 | ![]() Ep.2 From trade war to kinetic war? Understanding the new geopolitical dynamics with Michael Every. | Just in time for "Liberation Day" and Donald Trump's reciprocal tarifs, we receive Michael Every, global strategist at Rabobank for this second episode of The Next Decade.With Michael, we dive into the complexities of geopolitical analysis, focusing on the evolving nature of grand strategy in a contested world.We discuss the implications of GDP beyond mere numbers by asking : "What is GDP for?" as well as the impact of political leadership on national strategy, and the historical shifts in global power dynamics.The conversation also touches on the responses of second-tier powers like Canada and Europe to US policies, how national security concerns now trump (pun intented) mere economic policy.We also ask : "What is China's grand strategy?"Lastly, Michael emphasizes the importance of understanding historical context and preparing for geopolitical changes in an increasingly uncertain world.A few takeaways :The middle class's radicalization can lead to significant political shifts.Understanding GDP's purpose is crucial for effective national strategy.Grand strategy encompasses national interests beyond economic metrics.Political leadership significantly influences a country's strategic direction.The US is navigating a complex global landscape with rising powers like China.Historical events shape current geopolitical dynamics and strategies.Nationalism is resurging, impacting international relations and alliances.Canada and Europe must adapt to a changing US foreign policy.The state may increasingly dictate economic priorities for national security.China's grand strategy aims to expand its global influence and manufacturing dominance.00:00 Introduction to Geopolitical Dynamics04:28 Understanding Grand Macro Strategy07:34 The Role of GDP in National Security10:28 The Impact of Political Leadership on Strategy13:32 Shifts in American Foreign Policy16:25 The Evolving Global Landscape19:16 Canada and Europe's Response to US Policy22:11 The Future of State and Market Relations31:40 Navigating North American Supply Chains32:30 Understanding China's Grand Strategy35:41 China's Export Efficiency and Global Impact37:19 China's Response to US Tariffs40:47 Potential Scenarios: Trade War to Kinetic Conflict42:23 The Future of Second Tier Powers50:03 Preparing for Macro Changes: The Average Person's Role57:23 The Importance of Geopolitical Analysis | 1h 00m 47s | |
| 4/7/25 | ![]() Ep.1 Is a Merger Between Canada and the USA Inevitable? A talk with Diane Francis. | Should Canada "merge" with the United States of America?Diane Francis, author of Merger of The Century: Why Canada and the United States Should Become One Country, thinks it's inevitable.This question may be the most important geopolitical thought experiment for North America's future since the end of WWII.Branded a traitor in Canada for suggesting the integration of Canada and the United States a decade ago with her book, we discuss Donald Trump's comments and that very idea in a contemporary context with Francis. How would such a "merger" take place? Are we talking about making a large US-Canada single market with no border between the two countries? Would Canada simply be annexed and become a series of US States? What would be the steps towards such a political union?Further, Francis highlights geopolitical and economic implications, emphasizing the vast natural resources and strategic advantages of a united North American superpower.Join us for this thought-provoking discussion about national identity, geopolitical strategy as Donald Trump is about to take office in the White House and threatens Canada with high tariffs.00:00 Starting the Debate: Canada's Future with the U.S.01:53 Introducing Diane Francis: A Voice on Geopolitics03:07 Exploring Singularity University and AI07:04 Trump's Comments and the Idea of a U.S.-Canada Merger09:58 Historical Context: Mackenzie King's Vision15:11 The Case for a North American Political Union23:01 Regional Cultures and Political Differences23:23 Economic Impact of French Language Protection23:50 Customs Union and NAFTA25:32 Geopolitical Reasons for a Canada-U.S. Merger26:37 Canada's Resource Wealth28:14 Foreign Influence and Espionage30:51 Canada's Political Leadership36:56 Canada's Economic Downturn44:12 Future of Canada-U.S. Relations44:58 Diane Francis' Publications | 46m 50s |
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