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PODCAST

Multipolarity

Charting The Rise Of A Multipolar World Order Philip Pilkington is an unorthodox macroeconomist. Andrew Collingwood is an equally skeptical journalist. Lately, both have realised that - post-Ukraine, post-Afghanistan withdrawal - the old, unipolar, US-led world order is in its death throes. In its wake, something new is being born. But what shape will that take? That will depend on a combustible combination of economics and geopolitics; trade and military muscle. Each week, our duo take

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All Episodes

44:55

Venezuela vs Guyana, The Great Oil Market Gunge Up,...

Multipolarity ·

2023/12/07

Most people have never heard of Guyana. Many think it’s in Africa.But Venezuelans know their CIA World Factbook inside and out. They’ve long claimed that its Western regions are rightfully theirs. And now that the Guyanese have struck oil, the Maduro regime want to take those areas by conquest.The question isn’t can Venezuela - population 30m - knock over Guyana - population 790 000. With the West presently preoccupied on two other continents, it’s: who is going to stop them?This week the world’s

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53:37

The War for the Soul of the Bank of England, New...

Multipolarity ·

2023/11/30

The Bank of England is at risk of going broke — and it wants both a bailout from the taxpayer and the ability to raise taxes all of its own. Exsqueeze me, baking powder? We’ll be digging into the modern model of Central Bank Independence the B of E represents. And asking whether the big brains of monetary policy have actually invented much more than a self-licking ice cream cone.Yankee Go Home - that’s the subtext of Victor Orban’s latest speech. Orban is often ahead of the curve when it comes to

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14:00

Premium Episode Four: Broken British Isles

Multipolarity ·

2023/11/25

Ireland erupts in 'the biggest riots since 1916'.The United Kingdom government dishes out its final budget before oblivion beckons, confirming what we've known for a while. With interest repayments now nearly 10 per cent of spending, there is an Argentinian world of pain just over the horizon. There's something irredeemably broken about the British Isles this week.So in this Premium Episode, the lads are going hard and deep on Europe's North-Western Archipelago.

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58:34

El Presidente AnCap, The Case of the Missing Bonds,...

Multipolarity ·

2023/11/23

Goalkeeper, rock singer, sex guru, anarcho-syndicalist libertarian strongman El Presidente: Javier Milei has lived the life twelve year old boys dream of. So what happens when a true force of nature meets the iron law of Argentinian decline? Can Captain Ancap defeat the spectre of El Peronismo?The Chinese may be dumping US Treasuries. We’ve heard the theory so often it’s begun to sound like a conspiracy. But now a famous economist has graphs to back it up. Are they right? Or is this just another

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47:28

Special Edition: The US Military Comes Under Attack...

Multipolarity ·

2023/11/16

The U.S. and coalition troops have been attacked at least 40 times in Iraq and Syria since early October.Initially, we were told there were only a handful of injuries. Now we hear there are scores. Why did they lie?As the US fumbles the bag on its response to the Gaza Crisis, regional actors are scenting blood.This week, in a special edition, we’re going to be talking about America’s power vacuum in the gulf.The war is expanding horizontally – and vertically. Many are wondering whether the US can

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02:16:36

Twitter Spaces with Malcom Kyeyune: The Scariest...

Multipolarity ·

2023/11/09

Halloween is when the freaks come out. So, this year, we're establishing our own fright night with Malcom Kyeyune, formerly Twitter's terrible infant. Tinkzorg, until his account was nixed. Now easily findable under another, NK-enjoying, moniker. The lads put him through his paces in a two hour fifteen Twitter Spaces session, that covered everything from nukes in the Middle East to things that are much, much worse than that... Please enjoy our gutbuster.

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51:39

Erdogan Enters The War, Sanctions Busting, Land of...

Multipolarity ·

2023/11/02

Recep Erodogan gave an inflammatory speech last week, in which he effectively backed the Hamas position, proclaiming them mujahideen - freedom fighters. Turkey, the lads suggest, is now openly trying to become a multipolar rallying-point for the muslim world. New polling suggests that Europeans think the Russian sanctions have been a disaster. Yet our present political class still have too much skin in the game to walk this one back. So how long must our emperors remain naked before the

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20:38

Premium Episode Three: The War In Six Months Or A Year

Multipolarity ·

2023/10/26

In the next six weeks, anything can happen between Israel and Gaza. But in the next six months or two years, the consequences become in some ways more predictable. It is to this medium-range gaze that the lads now turn: looking at the US Presidential election, the EU's turn against Atlanticism, and the next energy shock, in a chock-full third premium edition of Multipolarity. To access, sign up on Patreon.

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58:44

The Coming Gaza Migrant Crisis, The Battle for Gaza...

Multipolarity ·

2023/10/19

As Israel moves its artillery in to level Hamas, a new migrant crisis is brewing. Their Arab neighbours won’t take them - so with 2.1 million Gazans falling under every ECHR definition of refugee, is Europe’s always fractious migration politics about to fully fall off its perch?And while we’re on the subject, how is the war hotting up? After some humming and hawing about whether the IDF ground forces are ready to send the hummers in, we ask whether the Israelis and their allies are getting cold

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41:17

Israel, Israel, Israel

Multipolarity ·

2023/10/13

There's only one geopolitics story this week. This is our take.

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50:11

Gold's Dedollarisation, Indian Assassins, The Green...

Multipolarity ·

2023/10/05

Gold has lost its tiny mind. Traditionally, it rises in line with inflation surges. And falls with interest rate rises. Until now. Like a classic heist film, there’s a plot underway. Central banks, including China, are buying it up in bulk, preparing for a future of de-dollarization.The fallout between India and Canada rumbles on, with India expelling 41 Canadian diplomats. The world’s most unlikely political rivalry might be terrible for international thriller writers, but as we’ll be pointing out,

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22:52

Premium Episode: How To Invade Taiwan

Multipolarity ·

2023/09/28

Praise the Lord, it's Premium Week. In a gut buster 90 minute sesh, the lads are taking apart the most likely scenarios for a full-scale invasion of Taiwan. The military strategies. The economic implications. From the whistle blowing on a troop carrier as the gate falls, to the itchy nuclear trigger fingers in Beijing and Washington, this is our full kino take on how the war would be won, and where it would get us. To listen, please go to Patreon and sign up for the $5 tier. You can cancel any time

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54:17

Invading Mexico, The EV Wars, The Share Buyback Con

Multipolarity ·

2023/09/21

It hasn’t happened since 1914, but invading Mexico is suddenly back in fashion. Dan Crenshaw and Tom Cotton want to send US Security Forces across the Rio Grande. Vivek Ramaswamy wants a shock and awe campaign in the drug war. For all the obvious aesthetic value, this week, we consider: Is it actually a good idea to invade a neighbouring state?Ursula von der Leyen has launched an EU probe into Chinese EVs. Coincidentally, it seems, at the exact moment that Chinese EVs are rapidly overwhelming their

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01:00:01

Three Seas Comes Of Age, Macroeconomic Black Magic In...

Multipolarity ·

2023/09/14

The Three Seas. For much of eastern European history that’s meant chaos, conflict and conquest.These days, it’s a new initiative to link the Adriatic, the Baltic and the Black Seas. And it’s just added Greece as its 13th member.So is it a genetic freak of good intentions that will die naturally? Or is it the start of something altogether more toothy – a new kind of US dominance in Eastern Europe?The IRA is pumping money into the US economy. Meanwhile, over at the Fed, Jerome Powell is tightening the

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57:32

The G20 Is Over, Huawei Teardown Surprise, US Deficit...

Multipolarity ·

2023/09/07

It’s often been accused of being a talking shop. But now, the G20 is looking increasingly like yesterday’s talking shop. With the Brics having stolen their thunder two weeks back, is this week’s G20 meeting about as relevant as an Eagles reunion tour?The Chinese are being modest again. It took a teardown of the new Huawei phone to reveal the most alarming tech news of the year. The company has busted the chip sanctions, and successfully made their own 5G model. Say hello to the Kirin 9000.Don’t

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19:03

Premium Episode: Vivek, Javier, and the Geopolitics...

Multipolarity ·

2023/08/31

This week, we launch our first premium episode.It's a deep - and lengthy - consideration of two of populism's big challengers. Javier Milei - who now looks set to win the Argentinian presidential election. And Vivek Ramaswamy - who may even come second to Trump. *** To listen beyond this teaser, just jump over to Patreon: https://www.patreon.com/user?u=86737989Sign up for the 5 bucks tier. And stick the secret RSS feed in your podcast player of choice.

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49:14

Chinese Wobbles, BRICS' New World Order, San Fran...

Multipolarity ·

2023/08/24

This week, the lads are kicking back against the recent pervasive narrative in the financial press: that China is on the verge of a big wobble or recession. As they show, most of the China hawks are high on their own supply in an oriental Copium den. The biggest news of the week is the BRICS summit in Johannesburg. With plans to expand way beyond the famous five, are we witnessing the birth of The Global South as a political force, akin to the EU? Is this the moment when a new kind of regionalism

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54:28

UK Poorer Than Mississippi, No Supply Issues In The...

Multipolarity ·

2023/08/17

This week, the lads have latched onto a report in the Financial Times which claims to show that outside of London, Britain is often poorer than the poorest US state - and equally, that it has fallen way behind its European peers like Germany. Our duo argue the toss: is this just bad accounting? Or is there something more fundamental here, to do with how a different kind of bad accounting has allowed the UK to obscure its long-term decline for far too long? On a related point, Philip Pilkington has

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53:13

ESG - Big Finance's Latest Fad Implodes, Dim Sum...

Multipolarity ·

2023/08/10

This week, the lads are looking at ESG - Environment, Social & Governance. For years now, companies have been pushing the idea that an 'ESG Score' could be a profitable guide to investing. Yet this latest mind virus for the finance community has produced scrappy results. Now, with Blacrock and Standard & Poor dropping it in the face of tightening markets, Philip Pilkington looks back on the evolution of a fad.In Hong Kong, a little-known investment vehicle allows foreign companies to raise

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01:24:58

Twitter Spaces: What Is Multipolarity?

Multipolarity ·

2023/08/04

As summer tightens its grip, the lads are getting back to basics, hosting a Spaces on "What Is Multipolarity"? Featuring Friend Of The Pod Malcom Kyeyune, aka @Tinkzorg. Enjoy. But don't inhale too deeply.

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