Strong and stablecoins
20.08.2025 07:58
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Strong and stablecoins
Trump’s return is already reshaping the global order. Asset prices have tumbled, correlations have fractured, and investors are reassessing risk itself. This week we’re joined by @katie0martin.ft.com from the FT to help us make sense of the turmoil
many-happy-returns.captivate.fm/episode/100-...
The ARK of the investing universe is long, but it bends towards bullshit.
Positive Larry, negative carry.
Wishful Finking
lol, lmao even
from Oct 21, 2024
Trump raises China tariff to infinity plus one.
Oligarchs always think they can control autocrats until it’s too late. Same delusion, again and again, the world over.
Good luck with that—especially now that the “boycott American products” bandwagon is rolling full speed around the world.
The ‘magazine cover indicator’ strikes again.
The Price Is Wrong
What are you doing with them then?
🎙️Great interview with Simon French on "Soaring Gilt Yields and Strained Public Finances"
Gilt yields are surging, straining government finances and raising fears of tax rises or spending cuts. Why & what can be done about it?
many-happy-returns.captivate.fm/episode/soar...
🎙️It was great to speak to China expert
@george17.bsky.social on the podcast this week. Do sluggish demand, mounting debt, and unfavourable demographics mean that China is uninvestible?
player.captivate.fm/episode/d270...
🎅🎙️ Jingle Bulls, Jingle Bears: Are Investors Overconfident Heading into 2025? many-happy-returns.captivate.fm/episode/jing...
Yep. When listed UK companies pay huge dividends way above the level in other developed markets, I can only assume British firms can find no better use for capital than to hand it back to shareholders.
In 2035: The war on sandwiches has cost billions, destroyed lives, and filled prisons—yet somehow, sandwiches are more available, cheaper, and tastier than ever.
Compared to developed countries, emerging markets have rarely looked cheaper. With valuations, economic growth, and demographic trends in their favour, is now the time to invest? Or could climate change, protectionism and debt hold them back?
many-happy-returns.captivate.fm/episode/emer...
Shhh, more oats for the rest of us!
We had a fascinating conversation with Wolfgang Münchau about his book 'Kaput' and the end of the German Miracle. Thoughtful and provocative in all the right ways!
@eurobriefing.bsky.social
many-happy-returns.captivate.fm/episode/kapu...
This is a bit too on the nose: a Dutch tulip farmer is using the heat generated from cryptocurrency mining to heat their greenhouses. [euronews.com]
I guess it's at least slightly encouraging that Trump is positioning tariffs as a bargaining chip to try to force policy change rather than protectionism for protectionism's sake. Maybe?
Yeah, or go to the other extreme and name your company something that sounds like it’s already drowning in lawsuits.
Blocking your toilet can’t cause a flood because there’s less water in the sink, so there’s no flood.
🎙️New episode of Many Happy Returns! Join us & Economist Larry Hatheway as we discuss Trump 2.0: Political Risk and Complacent Markets. Are markets vastly underestimating the dangers of a second Trump presidency?
player.captivate.fm/episode/4583...
