Christmas Weekend Video Comment: 24-26 December 2022

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This interview is well worth listening in to….

Dr Doom is pretty gloomy….

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The Big Threats to the Financial System

China’s Economic House of Cards

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The Global Economy as seen from Germany 

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Russian Oil Price Cap

Nobel Economic Lectures

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Covid and the Economy

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The US and China and Chips

Lessons about Warfare from Ukraine

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Some interesting insight on how war of the future is starting to look. Also underlines a degree of need for domestic armaments production for any nation thinking of military engagement….

CyberWar lessons from Ukraine

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Grain and Ukraine

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Inflation Geopolitics and Food Supply

Some interesting information from a gent from Bunge…..

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Food Supply and Climate 

Australia’s Spy Organisations and what they are seeing currently

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Recommended by BM7719

Metals required for renewable transition – Simon Michaux

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‘I thinks this presentation from Simon Michaux about the lack of minerals needed to transition to the renewable economy is interesting’

Peter Zeihan – Global Geopolitics and the Demographics of economic change in the US

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This is about 2 weeks old and is a very good presentation. The first half hour or so is about the situation vis Russia and Ukraine and the likely implications for Germany and China, but then he gets into the demographic makeup opf the US and makes some very valid points about right now being the tipping point at which the Babyboomer generation commences retirement en masse and the effect this has on the price of capital. Well worth an hour or so of your time if sleeping off the post lunch gutsing session.

anyone with extras to add to the list beam a link to

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Not.Gunnamatta@gmail.com

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