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Global Rewire
Andersen Institute
18 episodes
5 days ago
Andersen Institute for Finance & Economics experts explore seismic shifts in the global economy and financial markets driven by changing demographics, rapid technological innovation, and geo-political alliances.
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Business
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All content for Global Rewire is the property of Andersen Institute and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Andersen Institute for Finance & Economics experts explore seismic shifts in the global economy and financial markets driven by changing demographics, rapid technological innovation, and geo-political alliances.
Show more...
Business
Episodes (18/18)
Global Rewire
Navigating the AI Bubble with Fabio Natalucci

In this episode of the Global Rewire podcast, Andersen Institute CEO Fabio Natalucci talks with Editor in Chief Craig Torres about the peculiar financing structures forming in support of AI CapEx.

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6 days ago
32 minutes 23 seconds

Global Rewire
Iron Ore & Green Electrons with Guy Debelle

In this episode of Global Rewire, former Deputy Governor of the Reserve Bank of Australia joins Craig and Fabio to discuss stablecoins & cross border payment systems, green energy transitions, and the geoeconomic balance down under.

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1 week ago
45 minutes 5 seconds

Global Rewire
AI, Inflation, & The Fed with Jim Bullard

Craig and Fabio sit down with James Bullard, former President of the St. Louis Fed and current Dean of the Mitch Daniels School of Business at Purdue University. They explore the complexities of global economic shifts, the role of AI in productivity growth, and the challenges of monetary policy in today's volatile market. Bullard shares his unique perspective on the future of central banking and the economic forces shaping our world.

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3 weeks ago
37 minutes 43 seconds

Global Rewire
Stablecoin Infrastructure with Heath Tarbert

In this edition of Global Rewire, Craig and Fabio sit down with Heath Tarbert, President of Circle. They explore the implications of the GENIUS Act, the role of stablecoins in the global economy, and the future of digital currencies. #crypto #stablecoins #geniusact #defi #economics

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1 month ago
44 minutes 58 seconds

Global Rewire
Private Credit Evolution with Huw Van Steenis

In this conversation, Craig and Fabio are joined by Oliver Wyman Vice Chair Huw Van Steenis to discuss the evolution and current state of private credit as an asset class, its ecosystem, benefits, risks, and the implications for financial stability. They explore the growing importance of private credit in the context of AI and data centers, as well as the potential for investment in nuclear power. The discussion highlights the need for better pricing transparency and the challenges of liquidity in retail access to private credit.

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1 month ago
36 minutes 52 seconds

Global Rewire
Rearming Europe with Davide Serra

In this episode we are joined by Davide Serra, founder and CEO of Algebris Investments. Davide shares his candid insights on Europe's strategic position, the complexities of running a business in today's volatile geopolitical and geo-economic landscape, and the urgent need for Europe to bolster its defense capabilities.

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1 month ago
49 minutes 19 seconds

Global Rewire
Intangible Valuation with Paul Adams

Paul Adams, managing director at Anderson Consulting, joins Global Rewire to discuss the growing importance of intangible assets in modern businesses. He explains how the value of intangible assets has shifted in the S&P 500 over the past 45 years, highlighting the challenges in valuing these assets due to accounting standards. Discover the implications of this shift for investors, companies, and the economy, as well as the role of digital technologies and the need for better management of intangible assets.

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1 month ago
39 minutes 47 seconds

Global Rewire
Beyond the Great Wall with Logan Wright

Is China following America's path, or is America following China's?

In this episode of Global Rewire, we sit down with Logan Wright, a partner at Rhodium Group, to explore the intricate dynamics of the US-China economic relationship. We explore the structural changes affecting trade negotiations, the impact of China's economic imbalances, and the geopolitical implications of these shifts.

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2 months ago
46 minutes 42 seconds

Global Rewire
Geoeconomics: The New Frontier with Matteo Maggiori

In this episode of the Global Rewire Podcast, hosts Craig Torres and Fabio Natalucci dive into understanding our current world through Geoeconomics with Stanford finance professor Matteo Maggiori.

Explore how countries like the US and China leverage trade and finance to exert global influence, and discover the implications of these strategies on international relations and economic policies.

#geoeconomics #china #foreignpolicy #economics #EconomicPolicy

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2 months ago
40 minutes 13 seconds

Global Rewire
Demographics & Data Centers with Brooke Lierman

In this episode of the Global Rewire Podcast, we sit down with Maryland Comptroller Brooke Lierman to explore the future of Maryland's workforce and economy.  We delve into the challenges and opportunities presented by demographic shifts, the role of immigration, and the impact of data centers on local communities. Brooke shares her insights on how Maryland is positioning itself to attract and retain talent, the importance of affordability, and the state's innovative approaches to education and business support.

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2 months ago
36 minutes 50 seconds

Global Rewire
The State of Capitalism with Luigi Zingales

In this episode of the Global Rewire Podcast, Craig and Fabio discuss the evolving landscape of capitalism in the U.S. with Luigi Zingales, a professor at the University of Chicago. They explore the implications of government intervention in the economy, the rise of monopolies, and the challenges posed by globalization and trade wars. Zingales emphasizes the importance of trust in capitalism and warns of the risks associated with government overreach and uncertainty in economic policy.Listen to Luigi's podcast:https://www.capitalisnt.com/Follow usWebsite: https://andersen.instituteX: https://x.com/AndersenInstLinkedIn: https://www.linkedin.com/company/anderseninstitute Thumbnail:https://unsplash.com/photos/shopping-cart-in-a-room-23gXCebItDQ#populism #capitalism #economics #socialism #policy #trade

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3 months ago
32 minutes 46 seconds

Global Rewire
Political Cycles and Policy with Nellie Liang

In this episode, we are joined by Brookings Senior Fellow Nellie Liang. We delve into the complexities of financial stability, the impact of political cycles on financial regulation, and the evolving role of non-bank financial institutions. Nellie shares her insights on the challenges and opportunities in the current financial landscape, drawing from her extensive experience at the US Treasury and the Federal Reserve.

Follow us

Website: https://andersen.instituteX: https://x.com/AndersenInstLinkedIn: https://linkedin.com/company/andersen-institute

Thumbnail:https://unsplash.com/@theshubhamdhage

#FinancialStability #Regulation #federalreserve #banking

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3 months ago
47 minutes 15 seconds

Global Rewire
Defending Federal Reserve Indepedence

In this episode of the Global Rewire Podcast, former directors of monetary affairs at the Federal Reserve discuss the institution's independence, the political influences it faces, and the challenges of communication and transparency. We explore the implications of the Fed's balance sheet policies and its evolving role in financial markets, emphasizing the need for clarity in its objectives and tools to maintain credibility and stability.

Follow us

Website: https://andersen.institute

X: https://x.com/AndersenInst

LinkedIn: https://www.linkedin.com/company/andersen-institute/

Thumbnail: https://unsplash.com/photos/united-states-of-america-banknote-HG5TSKUb-Cg

#federalreserve #economics #centralbanking #podcast #nationaldebt

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3 months ago
54 minutes 28 seconds

Global Rewire
Immigration & Innovation with Rebecca Diamond

Why do legal immigrants in America hold patents at rates far exceeding native-born citizens?


Dr. Rebecca Diamond joins us to explore her groundbreaking research revealing how immigration fuels innovation. From risk-taking tendencies to diverse problem-solving approaches, we discuss the implications for immigration policy, economic growth, and America's competitive advantage in global innovation.


Note: Since the time of recording, Dr. Diamond has joined Harvard University's faculty.

Follow us

Website: https://andersen.instituteX: https://x.com/AndersenInstLinkedIn: https://linkedin.com/company/andersen-institute

Thumbnail:https://unsplash.com/photos/new-york-statue-of-liberty-vq5YcQnWhtg

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4 months ago
21 minutes 36 seconds

Global Rewire
The Politics of Financial Stability with Dr. Raghuram Rajan

University of Chicago Booth College of Business' Dr. Raghuram Rajan joins Global Rewire to discuss the state of emerging markets and the implicit politics of financial stability.

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4 months ago
40 minutes 40 seconds

Global Rewire
Solving the Presidential Puzzle with Lubos Pastor

Lubos Pastor of University of Chicago's Booth School of Business joins us to discuss the ins and outs of his data model which accurately predicted the 2024 presidential election results.


Follow usWebsite: https://andersen.instituteX: https://x.com/AndersenInstLinkedIn: https://www.linkedin.com/company/andersen-institute

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5 months ago
21 minutes 28 seconds

Global Rewire
The Non-Dystopian Case for AI with Myron Scholes

In this episode, Andersen Institute Editor in Chief Craig Torres and Andersen Institute CEO Fabio Natalucci sit down with Nobel Laureate Myron Scholes to paint a more optimistic view of AI technology adoption. 

From financial services to farming, AI and robotics technology is spreading with great speed, but humans ultimately control destiny against the machines that they create.

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5 months ago
38 minutes 23 seconds

Global Rewire
Charting the New World of Finance & Economics

In this episode, Andersen Institute Editor-in-Chief Craig Torres talks with Andersen Institute CEO Fabio Natalucci about his mission for creating a new research institution, drastic shifts in global trade policy, and looming challenges posed by rapid technological advances.

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6 months ago
25 minutes 35 seconds

Global Rewire
Andersen Institute for Finance & Economics experts explore seismic shifts in the global economy and financial markets driven by changing demographics, rapid technological innovation, and geo-political alliances.