Afleveringen
S03 /
E02
- 03 september 2024
Europe is flooded by American tourists.Is it because of the strong dollar? No.I argue that higher deficits in the US are a major part of the reason why Americans are richer than Europeans.
S03 /
E01
- 21 juni 2024
(This episode was re-recorded for better sound quality)The war in Ukraine, the rise of China, economic stagnation, and deteriorating relations with Africa are some of Europe’s most pressing geopolitical challenges.
In this episode, I talk about how banks reflect these geop...
S02 /
E06
- 16 april 2023
In this episode, I tell you why higher interest rates will make 2023 the most profitable year ever for euro banks.If you're listening to this in 2024, I predict on 16 April 2023 that:1) some banks are...
S02 /
E05
- 19 maart 2023
I discuss what's going on with the rescue of Credit Suisse.Also the situation in the US with SVB and First Republic Bank. Finally, some thoughts on euro area banks.
S02 /
E04
- 15 maart 2023
European bank stocks dropped a lot on 15 March 2023, in the aftermath of the failure of Silicon Valley Bank (SVB). Credit Suisse is down 25%, other European banks are down more than 10%.Should you be worried? I explain why European banks don't have the same issues as SVB (more stable depos...
S02 /
E03
- 09 januari 2023
Warren Buffett once said: "Only when the tide goes out do you discover who's been swimming naked."With inflation going over 10%, clearly the ECB was exposed as a "naked swimmer" in 2022.But inflation wasn't the only tide that went out for the European Central Bank.I also talk...
S02 /
E02
- 06 december 2022
HSBC sells its Canadian subsidiary to RBC. That makes sense, as HSBC was only a small bank in Canada.Although Canada was just 3% of HSBC's global operations, the sale brings in $10 billion. That's about 8% of HSBC's market cap!HSBC should use this money to gain market share in its c...
S02 /
E01
- 08 november 2022
The European Central Bank is fighting energy-driven inflation by hiking interest rates. But what if there's a better way? In this episode, I describe my proposal for a European Green Infrastructure Company, funded by the ECB.The ECB could have used the years of below-target i...
S01 /
E15
- 22 juli 2022
"Exotic" banks add to the local flavor of your holiday destination.In this summer episode, Jan talks about the banks and financial centers in Europe's most visited tourist destinations:7. Greece6. Austria5. Germany4. The United Kingdom3. Italy2. Spain1. Franc...
S01 /
E14
- 02 mei 2022
Second part of the interview with Nik de Boer on the secondary mandate of the European Central Bank (ECB).