Made in China with Camille Boullenois

The Middle Power Play with Axel Christiansen

Are we witnessing a standard cyclical shift, or a permanent structural rupture in the global economy? In this episode of Global Rewire, hosts Craig Torres and Fabio Natalucci sit down with Axel Christensen, Chief Investment Strategist for Latin America at BlackRock, to explore how resource-rich "middle powers" are navigating the increasingly fragmented geopolitical landscape between the United States and China.From the critical minerals powering the AI revolution to the structural resilience of emerging market institutions, Axel breaks down why "this time really is different" for Latin America. We also dive deep into the future of the US dollar as a global store of value, the rapid rise of instant payment systems like Brazil’s Pix, and how these breakthrough financial technologies could allow emerging markets to completely leapfrog Western banking infrastructure.

Arc Radio - FED Edition 6.19.26

Join us every week for a short recap of the week and a look ahead in markets and monetary policy.

Sky-High Uncertainty with Ken Rosen

How do you build an economic forecast when the data is completely bifurcated, geopolitics are fluid, and a $2.5 trillion technology boom is altering traditional market cycles? In this episode of the Global Rewire podcast, we sit down with Ken Rosen, Managing Director at Andersen and Chairman of the Fisher Center for Real Estate and Urban Economics at UC Berkeley. With over five decades of institutional experience, Ken explains why today’s economic landscape presents the highest level of structural uncertainty he has ever witnessed. Ken provides a multi-scenario outlook—including a mounting 20% risk of stagflation—the long-term impact of an aging demographic combined with restricted immigration, and a critical look at the massive AI infrastructure spend. Ken shares his deep skepticism regarding how the current data center buildout will actually pay for itself, drawing striking parallels to the late-1990s dot-com bubble and pointing out the hidden technology obsolescence risks currently being backed by private credit and debt.

Arc Radio 6.12.26

Join us every Friday for a quick weekly recap and a look ahead in markets and monetary policy.

Made in China with Camille Boullenois

Rhodium Group's Camille Boullenois joins us on Global Rewire to discuss China's doubling down on state sponsored economic outcomes following 2016's Made in China 2025 directive.Read Camille's incredible report on China's Next-Gen Industrial Policy:https://rhg.com/research/chinas-next-generation-industrial-policy/