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PodMine

John Maynard Keynes

Matches in: Person
2 episodes
Dec 8, 2025• Monetary Matters with Jack Farley

Why Metals Are Soaring While Oil Stalls | CME Chief Economist Erik Norland on Precious Metals, Oil, Copper, and More

Erik Norland, Chief Economist at CME Group, discusses the soaring prices of precious metals, particularly silver and gold, driven by technological shifts, global fiscal challenges, and investors seeking assets central banks can't print.

59:00
Nov 30, 2025• Monetary Matters with Jack Farley

China’s Involution Trap | Michael Pettis on China's Excess Savings, Industrial Overcapacity, and Exporting of Deflation

Michael Pettis discusses the economic imbalances in China, arguing that the country's excess savings and low consumption have led to massive manufacturing overcapacity, which is now being exported and causing deflationary pressures globally, potentially triggering a fundamental restructuring of international trade.

1:18:26