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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 24 of 82

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 24 of 82

How a financial crash created Britain’s first prime minister | The Story of Money | 15 Jul 2026 | The Story of Money with Gillian Tett & Robin Wigglesworth | Financial Times

- > "Make Elon Musk look like an amateur... the stock shot up in 1720 from 100 or so, 110 at the beginning of the year up to a thousand by August and back down to the low hundreds by December." - **Thomas Levenson** [[05:02](https://youtu.be/anGOn7sL6d4&t=05m02s)] - > "The bubble is presented as this moral disaster and this sort of insight into the fundamental evils at the heart of capitalism... the thing that's…

Jul 15, 2026·Currencies & FX
How a financial crash created Britain’s first prime minister | The Story of Money | 15 Jul 2026 | The Story of Money with Gillian Tett & Robin Wigglesworth | Financial Times

The Complete History of Homer’s Odyssey | 13 Jul 2026 | The Rest Is History

> "Whichever of them ate the honey sweet fruit of the lotus no longer had any desire to send word of themselves or return." - **Dominic Sandbrook** [[00:19:16](http://www.youtube.com/watch?v=X9BdAIn-WoE&t=19m16s)] > "Friends no one is killing me." - **Dominic Sandbrook** [[00:29:30](http://www.youtube.com/watch?v=X9BdAIn-WoE&t=29m30s)] > "I would far rather live off the earth as the surf of another man some man…

Jul 15, 2026·History
The Complete History of Homer’s Odyssey | 13 Jul 2026 | The Rest Is History

The Strong Do What They Can and Suffer What They Must | Jonathan Kirshner | 13 Jul 2026

> "The strong do what they will and the weak suffer what they must... both of those are radically decontextualized. Graham Allison made a book about the so-called Thucydides trap that drew on that first sentence... both of those are based on shallow decontextualized readings of this vast and brilliant work." - **Jonathan Kirshner** [[00:04:52](https://youtu.be/LQBCybgIyVI?t=04m52s)] > "Great powers are not…

Jul 15, 2026·Geopolitics
The Strong Do What They Can and Suffer What They Must | Jonathan Kirshner | 13 Jul 2026

How America Overtook Britain as the World's Economic Superpower | 8 Jul 2026

- > "The transfer of economic supremacy from Britain to the United States wasn't a single dramatic event... It was a slow grinding multigenerational process full of financial maneuvering, industrial brute force, two catastrophic world wars, and some of the most consequential backroom deals ever struck between nations." - **Narrator** [[00:00:36](https://youtu.be/93sqA9xIn9s&t=0m36s)] - > "By the time Britain…

Jul 14, 2026·Geopolitics
How America Overtook Britain as the World's Economic Superpower | 8 Jul 2026

Keynes: The Secret Architect of the Modern World | FD Finance

- > "In the long run we are all dead. Economists set themselves too easy, too useless a task if in tempestuous seasons they can only tell us that when the storm is long passed the ocean is flat again." - **John Maynard Keynes** [[00:00:12](https://youtu.be/EPYrraUXH-g?t=00m12s)] - > "The policy of reducing Germany to servitude for a generation, of degrading the lives of millions of human beings, and of depriving a…

Jul 8, 2026·Documentary
Keynes: The Secret Architect of the Modern World | FD Finance

How Britain’s debt crisis created the South Sea Bubble | 8 Jul 2026 | The Story of Money

- > "This whole story is basically exclusively about figuring out how to pay for today's expenses with tomorrow's money." - **Thomas Levenson** [[00:05:35](https://youtu.be/tecr6iJMKwE?si=5NY5-kQxZY7yd7if&t=5m35s)] - > "The business of South Sea company became not banking, not trading—it became stock pumping." - **Thomas Levenson** [[00:33:11](https://youtu.be/tecr6iJMKwE?si=5NY5-kQxZY7yd7if&t=33m11s)] - > "This…

Jul 8, 2026·Currencies & FX
How Britain’s debt crisis created the South Sea Bubble | 8 Jul 2026 | The Story of Money

Charles Schwab: What Can America's First 250 Years Teach Us? | 6 Jul 2026 | Financial Decoder

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** The fundamental macroeconomic and financial challenges facing the United States today—including fiscal deficits, monetary disputes, tax equity, regulatory battles, and investor behavioral biases—are not modern anomalies but recurring structural themes woven throughout the nation's 250-year history. By evaluating historical precedents from the Revolutionary…

Jul 7, 2026·History
Charles Schwab: What Can America's First 250 Years Teach Us? | 6 Jul 2026 | Financial Decoder

1776 - 2026: The Slow Death of American Democracy Explained | 4 Jul 2026 | Johnathan Bi

- > "The best and the brightest no longer come to America for equality but to achieve an unequal greatness... America is now the only western nation hospitable to greatness, but at the great cost of not just her equality but her identity as a democracy." - **Johnathan Bi** [[00:00:32](https://youtu.be/XjhLQYGOmks?si=1wJceSz6rnI5T3fc&t=00h00m32s)] - > "The more just, the more fair, the more legible, the more equal…

Jul 6, 2026·History
1776 - 2026: The Slow Death of American Democracy Explained | 4 Jul 2026 | Johnathan Bi

The Rise and Fall of the Roman Empire and the Byzantine Empire | 1 Jul 2026 | Lex Fridman Podcast #498

> "The burden of proof is on those who would assert that what we've been calling the Byzantine Empire is something other than the Roman Empire because all of our sources are very clear about this... it called itself the Roman Empire, its subjects were Roman citizens, they called themselves Romans all the way down through to the end and beyond." - **Anthony Kaldellis**…

Jul 2, 2026·Geopolitics
The Rise and Fall of the Roman Empire and the Byzantine Empire | 1 Jul 2026 | Lex Fridman Podcast #498

The 100 Years' War with Historian Dan Jones | 1 Jul 2026 | TRIGGERnometry

- > "The Hundred Years' War is a shaking out of what these realms are going to be." - **Dan Jones** [[00:00:10](https://youtu.be/U-JP5GpZXUA?si=4Zb0HdzkdC-Zov7b&t=0h0m10s)] - > "Edward the Third found to bind together the new nobility, the new generation of nobles who were sort of his his friends, his allies... was foreign war." - **Dan Jones**…

Jul 2, 2026·Europe
The 100 Years' War with Historian Dan Jones | 1 Jul 2026 | TRIGGERnometry

The American Founders' Most Dangerous Idea | 29 Jun 2026 | UT Philosopher Thomas Pangle

**Quotes** > "People think like the rich man is a playboy hedonist that couldn't be further from the truth he He's a monk and the god which he devotes himself to is money" - **Johnathan Bi** [[00:00:18](https://youtu.be/6q8svIwS3Dw?si=AKy13JFG4-h7azFS&t=0h0m18s)] > "Nobody who understands a tool wants an unlimited amount of those tools the carpenter doesn't want a million hammers as long as you realize money is a…

Jun 30, 2026·History
The American Founders' Most Dangerous Idea | 29 Jun 2026 | UT Philosopher Thomas Pangle

Hitler’s invasion of the Soviet Union: Operation Barbarossa (2/2) | 26 Jun 2026 | DW Documentary

> "We live with this horror that's stirred in us daily by the oceans of blood being spilled every hour and every minute... human beings are resilient they can endure anything." - **Irina Khoroshunova** [[00:00:56](https://youtu.be/3OXfXudTrrk?si=imwapq0naRNZyAz3&t=0h0m56s)] > "We won't enter the Russian cities they must die out completely we should have no pangs of conscience we're not playing nursemaid... there…

Jun 28, 2026·Documentary
Hitler’s invasion of the Soviet Union: Operation Barbarossa (2/2) | 26 Jun 2026 |  DW Documentary

Hitler's invasion of the Soviet Union: Operation Barbarossa (1/2) | 19 Jun 2026 | DW Documentary

> "This is a battle of annihilation if we fail to grasp it as such in 30 years time we will face the communist enemy again" - **Adolf Hitler** [[00:03:23](http://www.youtube.com/watch?v=4FS34HAYgdo&t=03m23s)] > "Attack is everything again and again heavy weapons fire powder iron bombs and grenades we are throwing everything we have at the Russians i predict that in four to 5 weeks time our flag will be hoisted on…

Jun 28, 2026·Documentary
Hitler's invasion of the Soviet Union: Operation Barbarossa (1/2) | 19 Jun 2026 | DW Documentary

Nikola Tesla - The visionary who invented our future | DW Documentary

> "If you want to find the secrets of the universe think in terms of energy frequency and vibration." - **Nikola Tesla (Quote read by Narrator)** [[00:04:56](https://youtu.be/inm1Uh6xGCE?si=4aXjyswfzfWEvWZr&t=0h4m56s)] > "In the year 1900, he forecast that you and I would have a cell phone... He knew that at some point not only would you wirelessly be able to communicate voice, but you'd wirelessly be able to…

Jun 27, 2026·Documentary
Nikola Tesla - The visionary who invented our future | DW Documentary

Russell Jones on Japan's economic history | 17 Jun 2026 | Library of Mistakes

> "The emperor put it in announcing the end of the war, the nation was confronted with having to bear the unbearable." - Russell Jones [[00:05:51](https://www.youtube.com/live/KtCuKgF7g2A?si=NgQsx_2S2Z4psfOv&t=0h5m51s)] > "The Japanese yen was fixed at 360 to the dollar in 1949 and it remained there until 1971." - Russell Jones [[00:09:03](https://www.youtube.com/live/KtCuKgF7g2A?si=NgQsx_2S2Z4psfOv&t=0h9m3s)] >…

Jun 19, 2026·History
Russell Jones on Japan's economic history | 17 Jun 2026 | Library of Mistakes

History Professor Answers Industrial Revolution Questions | 17 Jun 2026 | Tech Support | WIRED

- **Speaker:** Jonathan Rees, History Professor and Researcher. **Topic 1: Textiles and Innovations in Automation** - **Key Content & Context:** Professor Jonathan Rees introduces how mechanized spinning fundamentally altered production speeds, shifting labor from homes to structured factory environments. - **Data & Milestones:** - **1764:** James Hargreaves invents the **Spinning Jenny**…

Jun 18, 2026·History
History Professor Answers Industrial Revolution Questions | 17 Jun 2026 | Tech Support | WIRED

Let freedom ring : Smartphone | 250 years of US innovation | Issue 8 | 5 May 2026 | UBS

> Summary : The smartphone has fundamentally reshaped human capability by untethering communication and services from fixed locations, though it has simultaneously locked daily life into deeply integrated digital systems. The true success of the smartphone industry lies not in hardware design, but in the transition to platform economics and the "app economy," which transformed the sector into a…

Jun 18, 2026·History
Let freedom ring : Smartphone | 250 years of US innovation | Issue 8 | 5 May 2026 | UBS

Martin Barnes on Inflation: A Story of Eras | 17 Jun 2026 | Library of Mistakes

> "Economists live in this sort of world detached from what real people care about and it's why by the way people don't trust the inflation statistics and don't trust economists like me rightly so." - **Martin Barnes** [[00:08:06](https://youtu.be/fdx-qR9RhOo?t=0h8m06s)] > "The basic problem really I suppose was that inflation just became embedded in the system it was like a wage price spiral." - **Martin Barnes**…

Jun 17, 2026·History
Martin Barnes on Inflation: A Story of Eras | 17 Jun 2026 | Library of Mistakes

The Ponzi schemes that brought Albania to the brink of war | 17 Jun 2026 | The Story of Money

> "when communism fell there were three state run banks that were terrible because they lacked two key functions they didn't really take in deposits and they couldn't really lend" - **Robin Wigglesworth** [[00:00:00](https://www.youtube.com/watch?v=qyO-k9o3fBI&t=0h0m0s)] > "it was like a bizarre lab experiment carried out on an entire nation that went horribly wrong." - **Robin Wigglesworth**…

Jun 17, 2026·Currencies & FX
The Ponzi schemes that brought Albania to the brink of war | 17 Jun 2026 | The Story of Money

How Machiavelli invented political science by observing beloved tyrant Borgia – Ada Palmer | 16 Jun 2026 | Dwarkesh Podcast

> "We have a perfect storm of practically every polity in this region has just had the thread of legitimacy cut its institutions have no traditions its people have no investment in its current rulers these are all pawns that have been knocked over before and barely stood up again." - **Ada Palmer** [[00:04:39](https://youtu.be/U1FrhkLQnCI?si=_qFXSBVwlfRtS5Tx&t=4m39s)] > "The republic's only hope and that's…

Jun 16, 2026·History
How Machiavelli invented political science by observing beloved tyrant Borgia – Ada Palmer | 16 Jun 2026 | Dwarkesh Podcast

[Archive] The sixth Kondratieff – long waves of prosperity | January 2010 | Allianz Global Investors

**Executive Summary: The Structural Pivot to the Sixth Wave** The core thesis of the report is that the global financial crisis of 2007–2009 was not merely a cyclical downturn, but a profound structural period of upheaval. It marks the exhaustion of the fifth Kondratieff wave (driven by Information Technology) and the inception of the sixth Kondratieff cycle. While the fifth cycle focused on maximizing labor…

Jun 11, 2026·History
[Archive] The sixth Kondratieff – long waves of prosperity | January 2010 | Allianz Global Investors

The Nixon Shock: Part II - When Nixon cut the dollar loose from gold | The Story of Money Podcast | Financial Times

> "If you like it's running the financial equivalent of a Potemkin town which looks great on the outside but doesn't actually have real substance behind it." - **Jillian Tett** [[00:04:34](https://www.youtube.com/watch?v=g473ga8mm_U&t=4m34s)] > "Nixon didn't care that much about the global financial system His concern was US domestic policy that it was failing and that he didn't want a international crisis to come…

Jun 10, 2026·Currencies & FX
The Nixon Shock: Part II - When Nixon cut the dollar loose from gold |  The Story of Money Podcast | Financial Times

Does the US really make the dollar? Has it ever? | Rhodes Center Podcast

> "When you look at the revolution you've got new country... we tend to assume monetary sovereignty new country new money but that's not what happened... they peg their dollars both during the revolution and after the revolution... to a silver coin." - **Brendan Greeley** [[00:02:09](https://youtu.be/ewsbMXIzpGI?si=5p6-_w5uHFxYqHNu&t=0h2m9s)] > "I think of monetary sovereignty as possible but it's hard to…

Jun 5, 2026·Currencies & FX
Does the US really make the dollar? Has it ever? | Rhodes Center Podcast

Nixon Shock (Part I): Why Richard Nixon torpedoed the global monetary system | 3 Jun 2026 | The Story of Money | Financial Times

> "I have directed Secretary Connally to suspend temporarily the convertibility of the dollar into gold or other reserve assets." - **Richard Nixon** [[00:02:47](https://youtu.be/e32gbn8kdss?si=9UlRi2VdEGVKafMF&t=2m47s)] > "In 1955, for example... the US had 165% more gold than it needed to redeem all the dollars outside the US. But by 1970/1971, it only had 25%." - **Jeffrey Garten**…

Jun 3, 2026·Currencies & FX
Nixon Shock (Part I): Why Richard Nixon torpedoed the global monetary system |  3 Jun 2026 | The Story of Money | Financial Times
Source
Currencies & FXFinancial TimesHistory
+11 more tag
Podcast

How a financial crash created Britain’s first prime minister | The Story of Money | 15 Jul 2026 | The Story of Money with Gillian Tett & Robin Wigglesworth | Financial Times

  • "Make Elon Musk look like an amateur... the stock shot up in 1720 from 100 or so, 110 at the beginning of the year up to a thousand by August and back down to the low hundreds by December." - Thomas Levenson [05:02]

  • "The bubble is presented as this moral disaster and this sort of insight into the fundamental evils at the heart of capitalism... the thing that's…

View Full Article
UJ
Jul 15, 2026
Source
HistoryKnowledge BytesPodcast

The Complete History of Homer’s Odyssey | 13 Jul 2026 | The Rest Is History

"Whichever of them ate the honey sweet fruit of the lotus no longer had any desire to send word of themselves or return." - Dominic Sandbrook [00:19:16]

"Friends no one is killing me." - Dominic Sandbrook [00:29:30]

"I would far rather live off the earth as the surf of another man some man…

Source
GeopoliticsHistoryPodcast

The Strong Do What They Can and Suffer What They Must | Jonathan Kirshner | 13 Jul 2026

"The strong do what they will and the weak suffer what they must... both of those are radically decontextualized. Graham Allison made a book about the so-called Thucydides trap that drew on that first sentence... both of those are based on shallow decontextualized readings of this vast and brilliant work." - Jonathan Kirshner [00:04:52]

"Great powers are not…

Source
GeopoliticsHistoryKnowledge Bytes

How America Overtook Britain as the World's Economic Superpower | 8 Jul 2026

  • "The transfer of economic supremacy from Britain to the United States wasn't a single dramatic event... It was a slow grinding multigenerational process full of financial maneuvering, industrial brute force, two catastrophic world wars, and some of the most consequential backroom deals ever struck between nations." - Narrator [00:00:36]

  • "By the time Britain…

Source
DocumentaryHistoryOthers

Keynes: The Secret Architect of the Modern World | FD Finance

  • "In the long run we are all dead. Economists set themselves too easy, too useless a task if in tempestuous seasons they can only tell us that when the storm is long passed the ocean is flat again." - John Maynard Keynes [00:00:12]

  • "The policy of reducing Germany to servitude for a generation, of degrading the lives of millions of human beings, and of depriving a…

Source
Currencies & FXFinancial TimesHistory
+22 more tags
Macro / Economics
Source
HistoryOutlook / UpdateUS

Charles Schwab: What Can America's First 250 Years Teach Us? | 6 Jul 2026 | Financial Decoder

1. Executive Briefing (TL;DR)

  • The Core Thesis: The fundamental macroeconomic and financial challenges facing the United States today—including fiscal deficits, monetary disputes, tax equity, regulatory battles, and investor behavioral biases—are not modern anomalies but recurring structural themes woven throughout the nation's 250-year history. By evaluating historical precedents from the Revolutionary…
Source
HistoryPodcast

1776 - 2026: The Slow Death of American Democracy Explained | 4 Jul 2026 | Johnathan Bi

  • "The best and the brightest no longer come to America for equality but to achieve an unequal greatness... America is now the only western nation hospitable to greatness, but at the great cost of not just her equality but her identity as a democracy." - Johnathan Bi [00:00:32]

  • "The more just, the more fair, the more legible, the more equal…

Source
GeopoliticsHistoryPodcast

The Rise and Fall of the Roman Empire and the Byzantine Empire | 1 Jul 2026 | Lex Fridman Podcast #498

"The burden of proof is on those who would assert that what we've been calling the Byzantine Empire is something other than the Roman Empire because all of our sources are very clear about this... it called itself the Roman Empire, its subjects were Roman citizens, they called themselves Romans all the way down through to the end and beyond." - Anthony Kaldellis…

Source
EuropeGeopoliticsHistory
+11 more tag
Podcast
Source
HistoryPodcast

The American Founders' Most Dangerous Idea | 29 Jun 2026 | UT Philosopher Thomas Pangle

Quotes > "People think like the rich man is a playboy hedonist that couldn't be further from the truth he He's a monk and the god which he devotes himself to is money" - Johnathan Bi [00:00:18] > "Nobody who understands a tool wants an unlimited amount of those tools the carpenter doesn't want a million hammers as long as you realize money is a…

Source
DocumentaryGeopoliticsHistory

Hitler’s invasion of the Soviet Union: Operation Barbarossa (2/2) | 26 Jun 2026 | DW Documentary

"We live with this horror that's stirred in us daily by the oceans of blood being spilled every hour and every minute... human beings are resilient they can endure anything." - Irina Khoroshunova [00:00:56]

"We won't enter the Russian cities they must die out completely we should have no pangs of conscience we're not playing nursemaid... there…

Source
DocumentaryEuropeGeopolitics
+11 more tag
History
Source
DocumentaryHistory

Nikola Tesla - The visionary who invented our future | DW Documentary

"If you want to find the secrets of the universe think in terms of energy frequency and vibration." - Nikola Tesla (Quote read by Narrator) [00:04:56]

"In the year 1900, he forecast that you and I would have a cell phone... He knew that at some point not only would you wirelessly be able to communicate voice, but you'd wirelessly be able to…

Source
HistoryJapanMacro / Economics
+22 more tags
Markets & Investments
Source
HistoryKnowledge Bytes

History Professor Answers Industrial Revolution Questions | 17 Jun 2026 | Tech Support | WIRED

  • Speaker: Jonathan Rees, History Professor and Researcher.

Topic 1: Textiles and Innovations in Automation

  • Key Content & Context: Professor Jonathan Rees introduces how mechanized spinning fundamentally altered production speeds, shifting labor from homes to structured factory environments.
  • Data & Milestones:
  • 1764: James Hargreaves invents the Spinning Jenny…
Source
History
Source
HistoryMacro / EconomicsPodcast

Martin Barnes on Inflation: A Story of Eras | 17 Jun 2026 | Library of Mistakes

"Economists live in this sort of world detached from what real people care about and it's why by the way people don't trust the inflation statistics and don't trust economists like me rightly so." - Martin Barnes [00:08:06]

"The basic problem really I suppose was that inflation just became embedded in the system it was like a wage price spiral." - Martin Barnes…

Source
Currencies & FXHistoryMacro / Economics
+11 more tag
Podcast
Source
HistoryKnowledge BytesOthers
+11 more tag
Podcast
Source
History
Source
Currencies & FXHistoryMacro / Economics
+11 more tag
Source
Currencies & FXHistoryMacro / Economics
+11 more tag
Podcast
Source
Currencies & FXHistoryKnowledge Bytes
+22 more tags
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Jul 15, 2026
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Jul 15, 2026
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Jul 14, 2026
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Jul 8, 2026
Podcast

How Britain’s debt crisis created the South Sea Bubble | 8 Jul 2026 | The Story of Money

  • "This whole story is basically exclusively about figuring out how to pay for today's expenses with tomorrow's money." - Thomas Levenson [00:05:35]

  • "The business of South Sea company became not banking, not trading—it became stock pumping." - Thomas Levenson [00:33:11]

  • "This…

View Full Article
UJ
Jul 8, 2026
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Jul 7, 2026
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Jul 6, 2026
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UJ
Jul 2, 2026

The 100 Years' War with Historian Dan Jones | 1 Jul 2026 | TRIGGERnometry

  • "The Hundred Years' War is a shaking out of what these realms are going to be." - Dan Jones [00:00:10]

  • "Edward the Third found to bind together the new nobility, the new generation of nobles who were sort of his his friends, his allies... was foreign war." - Dan Jones…

View Full Article
UJ
Jul 2, 2026
View Full Article
UJ
Jun 30, 2026
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UJ
Jun 28, 2026

Hitler's invasion of the Soviet Union: Operation Barbarossa (1/2) | 19 Jun 2026 | DW Documentary

"This is a battle of annihilation if we fail to grasp it as such in 30 years time we will face the communist enemy again" - Adolf Hitler [00:03:23]

"Attack is everything again and again heavy weapons fire powder iron bombs and grenades we are throwing everything we have at the Russians i predict that in four to 5 weeks time our flag will be hoisted on…

View Full Article
UJ
Jun 28, 2026
View Full Article
UJ
Jun 27, 2026
Podcast

Russell Jones on Japan's economic history | 17 Jun 2026 | Library of Mistakes

"The emperor put it in announcing the end of the war, the nation was confronted with having to bear the unbearable." - Russell Jones [00:05:51]

"The Japanese yen was fixed at 360 to the dollar in 1949 and it remained there until 1971." - Russell Jones [00:09:03]

…

View Full Article
UJ
Jun 19, 2026
View Full Article
UJ
Jun 18, 2026
Markets & Investments
Report, Blogs & Insights

Let freedom ring : Smartphone | 250 years of US innovation | Issue 8 | 5 May 2026 | UBS

Summary : The smartphone has fundamentally reshaped human capability by untethering communication and services from fixed locations, though it has simultaneously locked daily life into deeply integrated digital systems. The true success of the smartphone industry lies not in hardware design, but in the transition to platform economics and the "app economy," which transformed the sector into a…

View Full Article
UJ
Jun 18, 2026
View Full Article
UJ
Jun 17, 2026

The Ponzi schemes that brought Albania to the brink of war | 17 Jun 2026 | The Story of Money

"when communism fell there were three state run banks that were terrible because they lacked two key functions they didn't really take in deposits and they couldn't really lend" - Robin Wigglesworth [00:00:00]

"it was like a bizarre lab experiment carried out on an entire nation that went horribly wrong." - Robin Wigglesworth…

View Full Article
UJ
Jun 17, 2026

How Machiavelli invented political science by observing beloved tyrant Borgia – Ada Palmer | 16 Jun 2026 | Dwarkesh Podcast

"We have a perfect storm of practically every polity in this region has just had the thread of legitimacy cut its institutions have no traditions its people have no investment in its current rulers these are all pawns that have been knocked over before and barely stood up again." - Ada Palmer [00:04:39]

"The republic's only hope and that's…

View Full Article
UJ
Jun 16, 2026
Macro / Economics
Report, Blogs & Insights

[Archive] The sixth Kondratieff – long waves of prosperity | January 2010 | Allianz Global Investors

Executive Summary: The Structural Pivot to the Sixth Wave

The core thesis of the report is that the global financial crisis of 2007–2009 was not merely a cyclical downturn, but a profound structural period of upheaval. It marks the exhaustion of the fifth Kondratieff wave (driven by Information Technology) and the inception of the sixth Kondratieff cycle. While the fifth cycle focused on maximizing labor…

View Full Article
UJ
Jun 11, 2026
Podcast

The Nixon Shock: Part II - When Nixon cut the dollar loose from gold | The Story of Money Podcast | Financial Times

"If you like it's running the financial equivalent of a Potemkin town which looks great on the outside but doesn't actually have real substance behind it." - Jillian Tett [00:04:34]

"Nixon didn't care that much about the global financial system His concern was US domestic policy that it was failing and that he didn't want a international crisis to come…

View Full Article
UJ
Jun 10, 2026

Does the US really make the dollar? Has it ever? | Rhodes Center Podcast

"When you look at the revolution you've got new country... we tend to assume monetary sovereignty new country new money but that's not what happened... they peg their dollars both during the revolution and after the revolution... to a silver coin." - Brendan Greeley [00:02:09]

"I think of monetary sovereignty as possible but it's hard to…

View Full Article
UJ
Jun 5, 2026
Macro / Economics
Podcast

Nixon Shock (Part I): Why Richard Nixon torpedoed the global monetary system | 3 Jun 2026 | The Story of Money | Financial Times

"I have directed Secretary Connally to suspend temporarily the convertibility of the dollar into gold or other reserve assets." - Richard Nixon [00:02:47]

"In 1955, for example... the US had 165% more gold than it needed to redeem all the dollars outside the US. But by 1970/1971, it only had 25%." - Jeffrey Garten…

View Full Article
UJ
Jun 3, 2026