Notayesmanspodcasts

Notayesmanspodcasts

Podkast av Notayesmanseconomics

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This is my series of podcasts explaining how economics works in the credit crunch era.

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336 Episoder
episode Notayesmanspodcast350 artwork
Notayesmanspodcast350

This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on. How worried should we be by the news of US regional bank loan write-offs/fraud? With gilt yields easing, will it affect the OBR forecast and as a result allow RR to go easy with her tax raid? Is there not a danger that the bond markets will then force yields up if she doesn't appear to have tackled the deteriorating UK fiscal position?

17. okt. 2025 - 10 min
episode Notayesmanspodcast349 artwork
Notayesmanspodcast349

This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on. An introduction on Sanae Takaichi and Abenomics. The economic consequences of the UK importing so much of its electricity. Why are UK bond yields above Japan? Is the US about to restart QE?

10. okt. 2025 - 14 min
episode Notayesmanspodcast348 artwork
Notayesmanspodcast348

This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on.The economics effects of the US government shut down? What mistakes has Argentina made? Can the US revaue its Gold reserves and spend the gains? Will the ECB buy French bonds to reduce Le Spread?

03. okt. 2025 - 13 min
episode Notayesmanspodcast347 artwork
Notayesmanspodcast347

This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on. Reform plans for the Bank of England. Why has the Gold price risen so much? Why do people think the price of gas drives UK electricity costs? Where do I think interest-rates and inflation are going?

26. sep. 2025 - 14 min
episode Notayesmanspodcast346 artwork
Notayesmanspodcast346

This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on. On 1 September, 86 MILLION bank accounts will be suspended in Vietnam because their owners have not registered for biometric digital ID, including fingerprints and facial recognition. Perhaps you could talk about that on Friday. It does seem odd that countries like the PIGS have lower or similar bond yields Vs much higher rated France. Even @SkyNews are saying the @bankofengland sale of gilts, which they announced on the EVE of the Mini-Budget, had a huge impact. And the BOE themselves admitted that two-thirds of the market spike in 2022 was down to their failure to regulate pensions. Morgan Stanley ‘Fletcher’ CIO suggest portfolio 60 Equities 40 Bonds is changing to 60,20,20 bonds % lowered as other assets Gold, BTC included. Bad for Gilts. Q: Budget The ‘Torsten’ Bell Tolls for all, do you see Reeves increase starting tax band to 21p even 22p? I was scapegoated for the BOE's failings - but the media don't want to acknowledge it as it exposes the false narrative they pushed.

19. sep. 2025 - 12 min
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