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"We almost had a 20th century in which communism doesn't appear in Russia and therefore in China or Korea Cuba Vietnam i mean there was almost a 20th century with no communism at all" - Douglas Brunt [00:00:47]
"One writer's footnote can be another writer's book and so in this case one of my own footnotes which was a sort of tangent piece about…
"Complexity is our friend. And we lean in, in times like this. And the best deals tend to be made in non-benign conditions, if you like." - James Brocklebank [00:00:04]
"In a sense, we're almost moving to a landscape where we're working for the AI rather than the AI working for us." - James Brocklebank…
"The energy trilemma cannot be solved. It's like a three-body problem — it's instable. You have to find made compromises about affordability, safety, security, and sustainability, and there is no perfect solution." - Andreas Schierenbeck [00:04:31]
"Affordability and grid is [not] a contradiction — actually every euro you're spending into grits is saving two to…
"The fundamental story is very very solid is I wouldn't say that US market is cheap but it's not incredible incredibly expensive." - Luca Paolini [00:04:07]
"We're talking about you know investment in AI in data center close to 1 trillion this year in the US this is cannot go on forever." - Luca Paolini…
"today we are talking about a company so powerful it could wage war execute criminals establish its own colonies and govern entire continents and so wealthy that in today's money at its peak it was worth more than twice the combined value of Apple and Nvidia" - William Dalrymple [00:00:10]
"there's no time more wasted than for a young fellow to stay…
"Here's the irony. The money is there... But the plumbing to get that money into our businesses, which is the same thing as saying growth tomorrow, isn't there. So that's a replumbing problem." - Andy Haldane [00:00:00]
"We are taxed out as a nation, we are maxed out when it comes to borrowing. So the knife must fall on public spending if we are to…
State of AI in Europe – The Invisible Giant | Mar 2026 | Dealroom & Prosus
China’s economic vulnerabilities: Understanding the structural slowdown | EU Institute for Security Studies | #Report
China - A fragile power? How Europe can use its economic leverage over Beijing | EU Institute for Security Studies | #Report
"technology shares on Wall Street have fallen sharply in response to the emergence of a lowcost chatbot Deepseek is already leading to a re-ranking in AI leadership" - [News Overlay / Anchor] [00:06:32]
"About 80% of the gains in the stock market this year have been powered by AI plays." - [News Overlay / Speaker]…
"I think the analogy I made was with the 20s because it's a time when there were major technology breakthroughs... and fragmentation started to also significantly change the way the world worked." - Christine Lagarde [00:00:38]
"It's imperative for Europe and for the Europeans to appreciate, value, and vote for the value delivered by social…
"Each attempt to tax the massive profits booked by Irish-shored multinationals has only expanded the system that allows them to be booked there in the first place."
...The net result has been, well, a steady rise in the profit the world’s multinationals report in Ireland, and a steady march up in Ireland’s corporate tax take. The Irish balance of payments data now shows that foreign multinationals (almost all…
"I'll challenge whether we've actually exited that phase of AI optimism. Because when I speak to those that are most involved in that space, they think we hit an inflection point in the last few months." - Kunal Shah [00:17:34]
"Europe has 450 million people. It has roughly 15 percent of the global GDP. Its capacity to operate in a meaningful way…
The Hausblick Macro Outlook Germany | Deutsche Bank | Report
A Geostrategy for Eurasia | September 1, 1997 | Zbigniew Brzezinski - To understand US Foreign Policy and NATO expansion in Europe.
Future of Europe series Eurobonds – A window of opportunity for a strategic necessity | Allianz Research | 19 February 2026 | Report
Selected Key Geopolitical Events in 2026 #DBResearch
AI Insights: What the Machine Sees. Deutsche Banks' proprietary AI model, dbLumina's geopolitical themes for 2026. #DBResearch
Tail risks: Which “What Ifs” could become “What Nows”? 10 potential flashpoints. #DBResearch
Freedom of Navigation: Charting a Course Through Troubled Waters #DBResearch
"We live in a times in which on one level we have some of the most profound significant even quasi existential decision-making being undertaken... and at the same time we're surrounded by utter triviality, over emotionality and constant 24/7 ADHD outrage politics." - Michael Every (On the friction between statecraft and social media) [00:03:23]
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