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Crazy Town

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Crazy Town

Post Carbon Institute: Sustainability, Climate, Collapse, and Dark Humor

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With equal parts humor and in-depth analysis, Asher, Rob, and Jason safeguard their sanity while probing crazy-making topics like climate change, overshoot, runaway capitalism, and why we’re all deluding ourselves.
 
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GrowthBusters

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GrowthBusters

Dave Gardner on sustainability

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Humankind has outgrown the planet, so we explore ways to recover from growth addiction. We dig into the more fascinating and hard-hitting aspects of public policy and the joy of living sustainably. It’s all about ending our culture’s love affair with “more,” which is not making us happier and is killing our planet. No half-hearted greenwashing here; we share the brutal and joyful truth! Host Dave Gardner directed the documentary GrowthBusters: Hooked on Growth, which Stanford Biologist Paul ...
 
Connecting you with world-leading experts in performance nutrition and the latest evidence-based research to bridge the gaps between performance domains of athlete health, fueling for sport, recovery, and mindset. The Performance Nutrition Podcast brings you in-depth conversational interviews with expert PhDs, doctors, athletes, researchers, strength and coaches to share their research, insights, and stories to inform your practice and take your game to the next level.
 
The Overpopulation Podcast is produced by Population Balance. We offer education and solutions to address the impacts of human overpopulation and overconsumption on the planet, people, and animals. We do this by: empowering people to make liberated and informed family choices free from the pervasive forces of pronatalism that pressure us into having children; advocating for a radical shift in our relationship to animals and the rest of the natural world—from that of dominion to one of revere ...
 
For the first time in history, the activity of human civilization reaches into every corner of the globe. So significant is the role we play that our time has been dubbed the Anthropocene Epoch. This calls for self-examination at a new level. Conversation Earth presents insightful dialog with the leading thinkers of our time. Philosophy, ethics, science, psychology and economics, at a macro level, and all focused on humankind’s relationship with the planet.
 
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show series
 
After the best annual performance in 20 years – principally driven by energy markets – commodities should moderate in 2022, as a confluence of higher supply, fading fiscal stimulus and broader monetary policy tightening will weigh on prices, and with it, ease inflationary pressures. This is according to Ehsan Khoman, Head of Emerging Markets Resear…
 
One of the early surprises in the New Year has been the USD’s failure to track US yields higher on the back of the recent hawkish shift in policy. Does this mark an important turning point for the USD? Lee Hardman, Currency Analyst, discusses the implications for the FX market and other risks to watch out for in the week ahead with Simon Mayes, Dir…
 
2021 was a year to remember and a year to forget for emerging markets, which were hit by a series of negative supply-side shocks causing a discernible deterioration in growth-inflation mix, which elevated stagflationary pressures. Ehsan Khoman, Head of Emerging Markets Research (EMEA), believes that most of the fundamental pressure points from 2021…
 
This week's episode features an update on the status of the County’s Climate Change Planning initiatives with Korey McKay, the County of Haliburton’s Climate Change Co-Ordinator. Climate scientists, UN Climate Reports and Summits, like the recently concluded 26th Conference of the Parties or COP 26 in Glasgow, Scotland in November 2021, continue to…
 
In Part 2 of the Macro2Markets 2022 Outlook, George Goncalves, MUFG Head of U.S. Macro Strategy, interviews Eric Ruff, Investment Grade Credit Analyst, on his outlook for the IG Credit market in 2022. George and Eric discuss the overall credit spread outlook of the IG Index for the year, their views on focus sectors, and the resilience of the IG ma…
 
In Season 6, Episode 1, Dr. Marc Bubbs interviews Professor Michael Gleeson, PhD, retired Emeritus Professor of Exercise Biochemistry in the School of Sport, Exercise and Health Sciences of Loughborough University. Prof. Gleeson has published over 200 research papers in scientific and medical journals and authored numerous books, including his new …
 
In Part 1 of the Macro2Markets 2022 Outlook, George Goncalves, MUFG Head of U.S. Macro Strategy, interviews Glenn Schultz, MUFG Head of Agency Mortgage Prepayment Modeling and Strategy on his 2022 outlook. George and Glenn discuss the issuance outlook and dynamics of the agency MBS market, and the outlook for the overall U.S. residential housing ma…
 
2022 is now underway. The Fed is showing a hawkish policy stance even as the Omicron COVID-19 variant surges. The BoJ made its initial offers in the new climate change countermeasure operations while also announcing to extend and scale back COVID-19 countermeasure operations around the end of the year. In December, the MoF rushed to get Cabinet app…
 
We’ve had quite a start to 2022 with a spike in U.S. yields after another hawkish shift from the Federal Reserve. Derek Halpenny, Head of Research for Global Markets EMEA and International Securities, provides his thoughts on the near-term outlook following the U.S. jobs report and the FOMC minutes. MUFG has also released its Annual Outlook report …
 
In today’s episode, MUFG Head of U.S. Macro Strategy George Goncalves briefly goes over his recently published 2022 Macro2Markets outlook report, where he provides the topics covered in the report and goes into his macro framework for the year ahead. On the more tactical side, George also gives us his latest list of factors that he will be watching…
 
“If people don’t have more children, civilization is going to crumble,” according to Time Magazine’s “Person of the Year” – Elon Musk. He is, of course, dead wrong. We briefly explore that in this episode, and offer our take on Musk’s stone-age solutions to traffic congestion. We also share thoughts about several growthbusting news items: Recent Ar…
 
Legal scholar and ethicist Carter Dillard elegantly argues why the act of having children is interpersonal rather than personal, and shares his vision for a just and sustainable society in which each child is brought into this world in a manner that ensures they have an ecologically and socially fair start in life. His model seeks to replace the dy…
 
The decades-old reliance on oil and gas alongside the dominance of GCC governments and related entities have led to overdependence on energy prices, an underdeveloped private sector and low productivity growth. However, there is increasing evidence that the “this time is different” mantra is bearing fruit. Encouragingly, the vigour of GCC authoriti…
 
The end of the year is at hand. USDJPY upside has been heavy since the Omicron COVID-19 variant emerged. Overseas investors have been building up their medium- to long-term JPY bond positions, and JPY basis has been tightening. With investors awaiting the release of Japan’s FY22 budget and JGB issuance plans, JPY rates have been flat. In today’s ep…
 
The BoE, ECB and Fed have all provided hawkish policy updates over past week. It has been clear that combating upside risks to inflation has become the most immediate policy concern, especially for the BoE and Fed. In contrast, the BoJ understandably continues to sound more relaxed over inflation risks. Lee Hardman, Currency Analyst, discusses the …
 
Nobody thought it would be easy, but it is hard to imagine 2021 ending up so challenging for Emerging Markets, with stagflation trepidation – portmanteau of slowing growth and rising inflation – top of mind for the best part of the year. Risk sentiment has been on a rollercoaster ride for months, faced with a myriad of challenges such as continued …
 
In Season 5, Episode 12 Dr. Marc Bubbs interviews Dr. Jim Afremow, PhD, author of The Champion’s Mind, The Champion’s Comeback, The Young Champion’s Mind, and his new book The Leaders Mind. ABOUT JIM: Author of The Leader's Mind, The Champion's Mind, The Champion's Comeback, and The Young Champion's Mind Twitter: https://twitter.com/goldmedalmind .…
 
In today’s episode, MUFG Head of U.S. Macro Strategy George Goncalves provides his view on the upcoming and last FOMC meeting of 2021. As our title suggests, the Fed could be heading into a Catch-22 in 2022, where the challenge now is that financial conditions and market sentiment linked to it are so intertwined with the Fed’s balance-sheet. Thus a…
 
No need to stress during the holidays! The "sponsors" of Crazy Town have all of your consumerist needs covered. This season you could be walking in a warming wonderland, singing the 12 Days of Overshoot, and hanging out with Frosty the Melted Snowman. Act fast, supplies are limited! Support the show (https://www.postcarbon.org/supportcrazytown/)…
 
Global stock markets and USDJPY turned volatile with the discovery of the Omicron COVID-19 variant, but markets then quickly recovered and volatility has fallen. JPY rates did not drop markedly, but JPY basis has tightened. Overseas investors have been arbitraged JPY basis as Japanese investors have been actively rebalancing their asset portfolios.…
 
The week ahead – the final full week of trading for many markets – will be packed with Central Bank meetings. There will be no fewer than six G10 Central Bank announcements and seven amongst Emerging Markets Central Banks. Derek Halpenny, Head of Research for Global Markets EMEA and International Securities, hones in on a few of the key announcemen…
 
In this week’s podcast, Ehsan Khoman, Head of Emerging Markets Research (EMEA), offers insights into MUFG’s oil market outlook for 2022. His central thesis is one wherein oil prices are set to moderate next year, driven by a pivot in the prevailing market deficit towards a surplus, albeit with elevated volatility given a confluence of risk factors.…
 
This episode features a conversation about the “Highlands Corridor Project” for reducing carbon emissions at the root of the climate emergency as well as enhancing the local ecological resiliency essential to adapting to the warming already in the pipeline. Canada has committed to increasing the amount of protected spaces and intact ecosystems from…
 
The emergence of the Omicron COVID-19 variant has upended JPY market pricing. USD has been sold against JPY, Nikkei selling has picked up speed, JPY rates have gone from flat to downward, and JPY basis has tightened. But investors are still seeking arbitrage opportunities for their spare funds. In today's episode, MUFG Chief Japan Strategist Takahi…
 
The climate pact achieved at COP26 was woefully inadequate. We could be in for over four degrees Fahrenheit of warming this century over pre-industrial temperatures, and some scenarios would put us closer to eight degrees. In this episode, Paul Sutton shares his observations from Glasgow, and we get assessments from a few other noted experts. Polic…
 
FX volatility has continued to pick up over the past week as market participants await further clarity over the potential impact on the global economy from the new COVID variant. The uncertainty should make DM central banks more cautious over tightening policy in the near-term. However, the Fed has signalled that it plans to speed up tightening at …
 
In November, oil prices suffered their worst monthly decline since March 2020, with markets under renewed pressure over the impact of the Omicron variant of COVID-19. This came at a time where markets were already apprehensive about the scale of the globally coordinated strategic petroleum reserves (SPR) release to combat energy price inflation. In…
 
Dr James Morehen is a Performance Nutritionist who currently works with professional elite level athletes and global organisations. Alongside this, James is passionate about supporting individual athletes and clients with their own nutrition, exercise and performance goals. ABOUT JAMES: Performance Nutritionist at Bristol Bears Rugby & author of Th…
 
Risk related to the new Omicron COVID-19 variant from South Africa roiled Tokyo markets at the end of last week. On November 26, the Kishida Administration announced slight revisions to the JGB issuance plans to meet additional economic support measures. New JGB issuances will be limited, compared to the scale of the budget. Market conditions have …
 
Michael Bayliss from Sustainable Population Australia shares his vision for a post-growth society that is rooted in a background in economics, on-the-ground town-planning advocacy, tangible conversations with stakeholders, indigenous consultation, experiential awareness, spirituality, compassion, and love. Michael also discusses how being childfree…
 
The massive risk-off move in the financial markets today could have meaningful global repercussions for investors. This week, Derek Halpenny, Head of Research for Global Markets and International Securities, discusses the implications of the latest upturn in COVID risks with Simon Mayes, Director of MUFG’s Global Customer Marketing Group for EMEA i…
 
Despite being the most anticipated climate event since the Paris Agreement in 2015, in the end discussions at COP26 took place against a backdrop of concerns regarding security of energy supply and high prices that threatened to derail a global recovery from the worst economic shock in a generation. Energy crises often need short-term (6-12 months)…
 
Douglas Rushkoff is a prolific author, documentarian, and podcaster with a delightful sense of humor. He joins the gang in Crazy Town to ponder paradoxical questions such as: Why would homes on Miami Beach be selling for millions of dollars if that property were really going to be underwater in a decade? Why would so much of the world be business-a…
 
A key piece of uncertainty has been addressed with the nomination of Chair Powell to run the Fed for another four more years, while Fed Governor Brainard was also nominated to the vice chair role. Meanwhile, last week the U.S. House passed their version of the Build Back Better Stimulus plan, but with the U.S. Thanksgiving holiday ahead, we don’t b…
 
Market participants are becoming more fearful of downside risks to growth in Europe. The latest COVID wave has already prompted policymakers to re-tighten restrictions. It joins the energy price shock, geopolitical tensions with Russia and the developing currency crisis in Turkey on the list of worries for European investors. In contrast, the US ec…
 
As we near the end of 2021, the emerging market growth outlook appears more challenging and also more heterogeneous than at the outset of the year. Monetary and fiscal policy have played a pivotal role in supporting growth since the onset of the pandemic, but as policy is tightened, these tailwinds are turning into headwinds. Inflation has been dri…
 
We generate 23% more waste during December than other months of the year, but more than three in four Americans wish the holidays were less materialistic. Our retail and consumer culture have gotten out of hand over holiday gift-giving. 9 in 10 believe holidays should be more about family and caring for others than about giving and receiving gifts.…
 
In today's episode, MUFG Head of U.S. Macro Strategy George Goncalves recaps what has amounted to one of the most interesting years in the bond markets. He also reminds us that the year is not over, and there are more key fiscal, Fed, and economic events ahead that could still result in even more interesting twists and turns in markets. Disclaimer:…
 
In today’s episode, Tobi Petrocelli, MUFG Head of Environmental and Sustainability Management and Hailey Orr, MUFG Capital Markets Strategist discuss several key outcomes from COP26, the importance of the Glasgow Climate Pact, and how agreements and negotiations stacked up against expectations going into the conference. Disclaimer: www.mufgresearch…
 
Another shock inflation print in the U.S. this week will likely have consequences for the FX markets going forward. This week Derek Halpenny, Head of Research for Global Markets EMEA and International Securities, discusses this and other FX themes in focus with Chris de Sibert, Head of Institutional Investors FX Sales for EMEA. What are the implica…
 
In today’s episode, Glenn Schultz, MUFG Head of Agency Mortgage Prepayment Modeling and Strategy, discusses the upcoming baseline loan limit increase and its potential impacts on the market. He also reviews in detail the expanded-data home price index and the standard home price index and how they behave versus each other. Disclaimer: www.mufgresea…
 
The COP26 climate summit in Glasgow has made real progress – announcing new and unexpected net-zero pledges, a commitment to reduce methane emissions and moves to squeeze fossil fuel funding and end deforestation. The finer points, however, such as the rules for a global carbon market, the format for countries to report their emissions and the leve…
 
This episode of Planet Haliburton features an interview with Katharine Hayhoe, climate scientist and communicator extraordinaire as well as author of a recent book entitled “Saving Us: A Climate Scientist’s Case for Hope and Healing in a Divided World” By the time this interview first aired on November 11, 2021, the 26th UN Climate Summit, running …
 
Yields of G10 sovereign bonds, especially U.S. Treasury and JGB yields, declined in early November, following the policy meetings by the FOMC, the Reserve Bank of Australia, and the Bank of England. And the rally in spot Dollar/Yen has stalled coincidently with the Yen rallying against other currencies. Yen basis has been particularly volatile but …
 
This episode features a conversation about the Woodland and Waterways EcoWatch project co-ordinated by Haliburton’s own Ulinks Community-Based Research group. Provincial government environmental research has been in decline for many years as the Ministries of Natural Resources and the Environment had been reduced by successive provincial government…
 
Last week was a busy week for central bank policy updates, with the Bank of England delivering the biggest market surprise by leaving rates unchanged after recent hawkish policy signals. The Fed meeting was less eventful; good communication from the Fed has prevented another taper tantrum as it outlined plans to start tapering Quantitative Easing. …
 
In Season 5, Episode 10 Dr. Marc Bubbs interviews Dr. Jenna Macciochi, PhD, expert immunologist, lecturer at Sussex University and author of Immunity: The Science of Staying Well. Dr Jenna specialises in understanding how nutrition and lifestyle interact with the immune system in health and disease. ABOUT JENNA: Immunologist at Sussex University & …
 
The first week of the 26th Conference of Parties (COP26) is now history. With heads of state now exiting Glasgow, the hard and delicate slog of negotiating is officially underway. While COP26 certainly made headlines since kicking off on 31 October, there have been few true legitimate surprises, with most previous climate pledges being reiterated d…
 
In today's episode, MUFG Head of U.S. Macro Strategy George Goncalves takes us back and compares Taper 1.0 and how Taper 2.0 will differ slightly given the urgency to wrap up QE before the Fed begins to contemplate raising rates in 2022 and beyond. George gives us a glimpse into his latest thoughts covered in his FOMC preview and discusses the inte…
 
The ruling coalition retained a simple majority of seats, the threshold for victory, and stanched its losses in Lower House elections. Prime Minister Fumio Kishida will stay in office. The Nikkei Average has reacted by surging, ahead of USDJPY and JPY rates. Risk appetite is strong, and investors will be watching the extraordinary Diet session this…
 
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