'Merica, Mao and the Metaverse

The Paul's discuss pressure points as the US and EU head towards recessions and we leap forward 12 months to discuss the opportunities

Is there anywhere to hide? Is any of this systemic? How bad does it get and when the dust settles what does the crypto and Blockchain universe look like.

The Pauls discuss the Fed's 3/4 point hike, contemplate whether we are in a full employment recession and what can be done about the root causes of structural supply side inflation

Pauls discuss a pending housing downturn for the US and China, the negative wealth effect spiral and we discuss the merits of whether MMT advocates can claim victory.

The Pauls discuss the deteriorating economic environment, Sequoia Capital's bearish note, and discrimination as boomers are forced back to work.

The Paul's discuss the decline of VC, financial engineering versus capital expenditure and debate whether there is any debate about transitory inflation

The Paul's discuss whether equities are pricing recession risks and the market consequences of Roe v Wade

The Pau's dive deep into China, and discuss the significance of RMB weakness and the consequences of an awful two years for Xi Jinping. Is hawkish policy about to end?

The polls sit down and discuss struggling global growth, China's continued mishandling of the COVID crisis and the four policy errors that a choking The United states economy: Tighter fiscal, tighter monetary, a stronger dollar I'm inflation shock that is a tax on everybody. We also discuss the metaverse and the realization that supply is unlimited

The Pauls discuss the return of the money multiplier, the Bank of Japan's dovishness, and the workers fighting back against Starbucks and Amazon.

The Pauls discuss inverted yield curves, forward growth dynamics and of course, Will Smith

The Pauls discuss inverted yield curves, the resilience of equities in the face of higher interest rates, tight global food markets, and omnipresent inflation.

The Paul's address the rumored demise of a large asset manager due to China exposure. Just how cheap are Chinese Tech stocks and the US and China head out for pasta.

The Paul's discuss the Boston Fed's White Paper on the digital USD, how it is a black eye for fintech and innovation and a huge win for established banks.

The Paul's discuss the unruly start to the investing year and some of the 2021 stupidity that is coming home to roost. Equities appear to be telling a much different story than fixed income regarding the trajectory of the Fed.

The Paul's discuss HR McMaster and the notions of containing China.

The Paul's discuss the idiocy of zero covid policies, Hardcore badass from Xinjiang made head of HK PLA garrison, and the trajectory of Fed policy. Something for everyone.

As we turn the page for the new year, cue the panic of all the risks to the global economy, asset markets, and our very way of life. Paul and Paul hit the reset button and go through the things that you don't have to worry about including the Fed, inflation, tech regulation and all things geo-politics.

Schulte discusses his seminar at Lee Kuan Yew University with a slew of Asian Metaverse Gurus. Why the Metaverse is heading to 40% of global GDP? Web 3.0 / Metaverse is living in the content that why

The Paul's discuss Schulte's new book published this week, Money Metaverse. Winners in the space, what insurance is doing wrong, and the revolution that is before us.

Schulte dives into the current failings of proptech, and insurtech and discusses his favorite "documentary", Ready Player One. While Krake goes to a dark place about how screwed up the metaverse can become.

The Paul's pay Meta (Facebook to you old-timers) a compliment over Meta, chat about Xi Jinping consolidating power again, and fake American warships in the middle of the Gobi Desert.

Paul Krake and Paul Schulte discuss Schulte's trip to Lisbon for the Web Summit where he found a full-frontal assault on all things Meta, hyper-bullish venture capital leadership, and 30,000 people who just glad to be traveling again. COP26 has dominated Krake's thinking and he's struggling to hide his disappointment about the inaction of global leadership and the absence of Xi Jinping.