PODCAST · news
Geopolitical Research
by Christian Takushi
Geopolitics - Economics - Markets. The independent research boutique that predicted Brexit, Trump, the supply chain demise, war in Europe and the coming energy-food crisisThese podcasts only complement our geopolitical newsletter. The in-depth strategic analysis that flows into our newsletters allows the listener to put these timely podcasts in the right context. These podcasts are thus rather tactical in nature and should be interpreted within the strategic Big Picture outlined in our geopolitical newsletters.
Episodes
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Singapore tops Global Geopolitical Safety Ranking
Economist Christian Takushi is interviewed by Financial Sense in San Diego (USA) - Christian exposes how Singapore has become the safest economy in terms of geopolitical risk (safe haven). Several nations are moving ranks among the Top 10 in the Global Geopolitical Safety Ranking. He also answers...
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Interview: Geopolitics Under Trump 2.0: Winners, Losers, and China’s South America Play
Economist Christian Takushi is interviewed by Financial Sense in San Diego - Christian explains how the world, especially China, Europe and LatAm are reacting to a 2nd Trump Administration. The audio is a courtesy of FS: the interview explores the potential winners and losers of a second Trump...
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Winners of tougher US policies, China & Korea in LatAm, Europe loses
Economist Christian Takushi explains the impact of Trump's trifecta on the world, Europe and LatAm. Winners & Losers. How are non-Western nations responding? APEC 2024 & G20 Summits in LatAm. How Peru balances China and USA with US-ally South Korea. Countries with investment potential during...
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US Elections - The outcome will not favour Europe
On 23 October the CFA Institute invited Christian Takushi to share his analysis on the US elections and its impact on Europe. A Harris or Trump administration pose severe challenges to Europe. Tougher economic & foreign policies loom. America to benefit from Europe's huge ongoing strategic…
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Interview: US elections won't matter for deficit, EU eyes savings acc, Iran, NZ, Uruguay, Mauritius ..
Mr. Takushi has given an interview to San Diego-based Financial Sense. The interview was aired in the United States last week. For Europe it doesn't matter who wins in November in America. It is going to be very difficult either way America's greatest threat to National Security is domestic: Out…
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Interview: Global Geopolitical Roundup
Mr. Takushi has been interviewed by San Diego-based Financial Sense. The interview was aired in the United States last week. Markets ahead of big correction – They have not priced in the massive deterioration of Security over Europe Flawed alliances – More alliances than competing powers The…
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Interview: New BRICS Currency strategy, War and Gold
Mr. Takushi has been interviewed by Rohstoff Investor (the Commodity Investor) - original audio in German This interview is primarily aimed at our newsletter readers as it complements our strategic research Disclaimer: No information here should be deemed or understood as an investment advice.
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Interview: Uruguay has become safest country geopolitically
Since last year Uruguay is topping our country rankings of Geopolitical Safety. Mr. Takushi has been interviewed by San Diego-based Financial Sense. The interview has been aired in the United States: At this stage our analysis shows Uruguay is the safest place to be protected from major global...
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US Interview: India slows down BRICS - China shifts to Oil trade, Gold
This interview complements our recent newsletters and developments that seem to be underreported by financial media. As we anticipated in our newsletter earlier this year, Chinese Gold prices have begun to decouple from the stagnant gold prices in the West. Shanghai prices reached levels up to…
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Deflation, Inflation & Job losses ahead, BITCOIN renaissance?, Africa defies Europe
A round-up of big macro events that consensus is not paying enough attention to 1) Deflation is next, but next Inflation shocks are on the way 2) Job losses are coming to America and Europe - US economic data is covering up underlying weakness 3) A Bitcoin Renaissance is likely 4) Africa defies...
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Is West converging with China? Growing state interventions & Monopolies set West on convergence course with China
With bigger monopolies and state interventions, is the West converging with China? On the surface it seems that two opposite superpowers are struggling for supremacy – a Free Capitalistic West is facing an autocratic China-Russia alliance. Two opposite poles seem to face each other. Our…
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Will BRICS Gold Currency Usher in the End of USD?
Will the expected launch of a Gold-backed Currency (new gold standard?) by the BRICS usher in the end of the USD? Many commentators are making bold predictions about the demise of the USD or the end of the USD hegemony. But many things are open and much will depend on the US retaliation and the...
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Why Chile matters - in 80 seconds
Economist Christian Takushi explains why world leaders are paying close attention to Chile at the moment. Independent Balanced Global Geopolitical Macroeconomic Research by Macro Economist Christian Takushi - 11 May 2023. GEOPOLITICAL RESEARCH MADE IN SWITZERLAND Disclaimer: No part of this…
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Why FED is holding rates high for longer (it’s not inflation) and why investors get pivot wrong!
Mr Takushi was interview by FS's Cris Sheridan a few hours before FED Chairman Powell announced his policy decision. Markets were again frustrated the FED did not commit to pivot and lower interest rates. Many are surprised as they can't understand why the FED can't see the banking crisis and the...
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BRICS overtake rich nations (G7), defy the USD and risk imploding asset bubbles
Macro Economist & Geopolitical Strategist Christian Takushi sheds light on what consensus is overlooking: We should be closely following the opinion of the leaders in Emerging Markets - their stance will decide about our sanctions, currencies and prosperity. Washington might have to take…
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Why Credit Suisse might have to be taken over or broken down ...
CS has passed the point of no return. A likely controlled failure offers policy makers an opportunity to engineer a sector consolidation and a contained credit squeeze that could ease inflation pressures. That would allow for an earlier pivot by the FED and ECB.
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Why Inflation matters
Christian Takushi talks about inflation in 2023 and the outlook for this decade Even if inflation would normalise down to 4% by 2025 the cumulative impact of inflation during 2022-2025 could have destroyed more than 20% of the purchasing power of peoples' savings. It is a massive wealth...
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Interview: Rise of G7 state-run economies
US based Financial Sense's Cris Sheridan interviews Swiss-based Macro Economist Christian Takushi on 29 Dec 2022. - In this new Cold War Europe finds it has no friends - it's Everyone for Himself - America strikes back and stuns Europe - The rest of the world is rising and decoupling from the…
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Europe finds it has no friends - Five important things consensus overlooks ahead of 2023
By October 2022 Berlin & Paris had ascertained that Western Europe really has no friends at all. Five things of strategic importance that consensus is overlooking and media barely reporting about. Disclaimer: No part of this opinion should be construed as investment advice. This opinion is based…
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Inflation is closer to 10% - FED and ECB are not fighting inflation
If the FED sand ECB were really serious about fighting inflation, they would be holding key interest rates at 5 to 7% (USA) or 2 to 4% (EU) respectively. They don’t want to do it, because they are so indebted, they need as much inflation and zero interest rates as possible. They talk instead…
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Rishi Sunak may be the leader the UK and the world need the next two years
(released Sun 23 Oct 2022). Rishi Sunak may be the leader the UK and the world need the next two years A year of political upheaval may have been the "blessing in disguise" that opened the door for Mr. Rishi Sunak to become the next UK Prime Minister for one of the most challenging periods in...
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The UK needs a brilliant Prime Minister to navigate what lies ahead
The world needs a stable and able UK government to help lead the West and the Free World in the months to come. The new UK PM should rethink the global security situation. The UK and Germany are being devastated and may never recover from this economic shock. The new PM should rethink the...
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America wages economic war and could re-industrialise at the expense of Europe
America wages economic war with a triple onslaught and could re-industrialise at the expense of Europe. Europe doesn't seem to be fit for the highly complex convergence of geopolitical and monetary forces of our time. The strong USD, a fast-paced increase in interest rates and high energy prices...
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EU and USA struggle with aftermath of their sanctions as BRICS & ASEAN stand up
In Europe, Berlin is increasingly facing having to decide between supporting Ukraine's war effort or the stability of the EURO financial system. A crisis in the EURO Zone is gathering pace as Germany is staring at a possible unprecedented depression. As we said in March, our sanctions were not...
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Geopolitical Roundup: Johnson, Israel, Iran, Japan, Taiwan, China-Russia trade, LatAm, inflation etc
World events explained for you. Independent Economist and Geopolitical Strategist Takushi takes us through all major flashpoints around the world in just 30 min and gives you his balanced assessment.
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Why Conservative MP’s should not vacate Boris Johnson
Although the UK Prime Minister made a series of bad decisions, his ouster would send a wrong signal. Celebrations would go off in Brussels, Paris and Moscow. With the war raging in Eastern Europe and the EU in need of British military deterrent, now is the time for PM Johnson to finish the job...
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Interview: 82 nations defy the West - Growing isolation of the West?
A growing number of powerful non-aligned nations have enough of the West and are increasingly defying it! Geopolitical economic adviser Christian Takushi was interviewed by US journalist Ron Myers on 18 May 2022 on French radio. Are we missing an important global shift? In our righteous anger…
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The West sits in the trap: Trying to fight inflation of 10% with 1% interest rates
Most of the world is fighting inflation - it seems we are all on the same boat. We aren’t. The West’s situation is a disaster for this reasons: it is highly indebted, it has been printing money to artificially push up asset prices (stocks, bonds and real estate) and to pay for its fiscal…
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A prayer for the East & West, Ukraine
For the first time in my long career as economist and geopolitical strategist, I’d like to share a prayer with you. It is something I’d like to do in favor of the Ukrainian and Russian people, but also for their leaders. They along other world leaders need our prayer support to find a solution…
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Resurgent Britain: UK-German collaboration on the rise?
The global geopolitical-economic landscape is proving increasingly conducive for a resurgent Britain as a global geopolitical power. As we have been predicting for years Brexit and now the Ukraine crisis are accelerating the rise of Britain as a global geopolitical power. Britain is stepping in…
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FED could shock markets in 1st half 2022
FS Insider interviewed macro economist Christian Takushi this Wednesday 12 January 2022 at 3 PM GMT to discuss FED Policy and Interest Rates. Christian explains how markets are unprepared for what is coming. Misled, they are focusing on guessing the number of rate hikes - which is not really the...
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Ten difficult months for investors ahead!
Politics matters! FED chairman Powell has said "We've got a problem with inflation", but since he won't do nothing today and has only announced some hawkish measures for 2022, many investors think it is the old "trick". They talked for 10 years they will normalise monetary policy, markets moved,...
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Update on inflation
After inflating the price of bonds, stocks and real estate, central bank policy is now inflating consumer product prices thanks to excess money. But there is now a "policy bias" tension between the FED and ECB - something we didn't have over the past decade. The former has been given a mandate to...
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Biden shifts to the center - even FED policy
President Biden is shifting to the center to avert a catastrophic outcome at Mid Term elections. Pres. Biden has given Mr. Powell a mandate to fight inflation in order to avert a Mid Term Elections disaster. This is also affecting Fed policy, the USD and real interest rates. Now a new "policy…
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The Big Reset
How crypto investors are helping central banks - The coming Normalization of inflated asset prices to catch most investors wrong-footed. Interview with Financial Sense’s Chris Sheridan
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ABOUT THIS SHOW
Geopolitics - Economics - Markets. The independent research boutique that predicted Brexit, Trump, the supply chain demise, war in Europe and the coming energy-food crisisThese podcasts only complement our geopolitical newsletter. The in-depth strategic analysis that flows into our newsletters allows the listener to put these timely podcasts in the right context. These podcasts are thus rather tactical in nature and should be interpreted within the strategic Big Picture outlined in our geopolitical newsletters.
HOSTED BY
Christian Takushi
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