Arc Radio 6.12.26

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/

ARC Radio 6.5.26

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

Europe's Existential Pivot with Jeanna Smialek

Europe is at a crossroads. As global security and economic alliances fragment, the continent faces a daunting challenge: how to rebuild its defense industry while sparking a long-overdue innovation boom. In this episode of Global Rewire, we sit down with Jeanna Smialek, Brussels Bureau Chief for The New York Times, to discuss the hard choices facing the EU. From the surge in defense spending and the critical need for private risk capital to the geopolitics of the green transition and the future of the Euro, we break down what Europe must do to remain competitive in a rapidly changing world.