I migliori Economic Thought podcast (2024)

1
CA Senator Josh Newman & Ivan Illan on The Conversation w/ Bruce Cook (Radio Replay) 27:36

26d ago27:36

27:36

Founder & CIO at AWAIM, Ivan Illan, joins California Senator Josh Newman on The Conversation with Bruce Cook discussing the condition of California's and the U.S. economy including jobs, deficits, and education. (Original Air Date: October 13, 2024 at 6PM PT on AM830 KLAA) For more information, please visit: https://www.alignewealth.com/ Copyright …

1
Same Economic Outcomes Decades Apart: 1970s & 2020s 15:14

2M ago15:14

15:14

In preparing for my September 2024 Forbes article, I stumbled upon a shocking set of nearly identical, devastating economic statistics regarding the U.S. economy. Graphs and data referenced in this episode comparing the periods of 1975 to 1980 versus 2019 to 2024 can be found at: https://www.alignewealth.com/blog/research-highlights-09-04-2024 For …

1
Are Stocks Cheap Yet? Refer To The Cyclically Adjusted Earnings Yield For Perspective 10:22

3M ago10:22

10:22

As discussed in detail last summer (see Research Highlights and Forbes article), comparing the Earnings Yield on stocks (using the S&P 500 Cyclically Adjusted Earnings Yield [CAEY]) to the Risk-Free Yields on U.S. Treasury Bonds can have an elucidating effect on an investor's favor towards equities or away from them. Recall that Earnings Yield is e…

1
About degrowth, breaking rules, writing and other things! Episode 42 1:00:25

3M ago1:00:25

1:00:25

Guest: Timothée Parrique (University of Lund) Host and Producer: Maria Bach (University of Lausanne) In this episode, Maria Bach interviews Timothée Parrique about his PhD thesis and book on the Political Economy of Degrowth. They also discuss the importance of writing skills, and breaking academic rules and disciplinary boundaries. Here are Parriq…

1
High Yield or Small Caps, Which Market Is Assessing Forward-Looking Risk Better? 12:50

4M ago12:50

12:50

In this month's episode, Ivan Illan, Founder & CIO at AWAIM®, explores the dichotomy of two segments of the capital markets - U.S. high yield bonds and U.S. small cap stocks. Both of these segments are predominantly charaterized by below investment grade credit ratings and typically demonstrate high price correlations. However, the past few years h…

1
Is The A.I. Bubble Bursting? 11:20

5M ago11:20

11:20

The past few days have been hard on A.I. stocks, which until now have been driven higher and higher by the widespread A.I. euphoria. In this episode, I discuss a recent Working Paper (published May 2024) from the National Bureau of Economic Research that shares a more modest projection on the impact of A.I. in total factor productivity over the nex…

1
Implications For Protracted Yield Curve Inversion 15:45

6M ago15:45

15:45

For roughly two years, the U.S. economy has been undermined by a challenging dynamic - a yield curve inversion. Not to be ignored, when short-term interest rates are much higher that long-term interest rates, investor and lender behavior modulates accordingly. If this dynamic persists too long, unintended consequences become manifest across marketp…

1
Decolonising Development, Episode 41 53:15

7M ago53:15

53:15

Guests: Rahul A. Sirohi (Indian Institute of Technology Tirupati) and Sonya Surabhi Gupta (Jamia Milia Islamia) Host and Producer: Maria Bach (Walras Pareto Centre, University of Lausanne) In this episode, I talk to professors Sirohi’s and Gupta’s book on development discourses from India and Latin America. As mentioned in the episode, here is the …

1
Buffett Indicator As Applied to Specific Sectors 12:01

7M ago12:01

12:01

The Buffett Indicator (or Ratio) is a simple formula often referenced by famed investor Warren Buffett. It's simply, Total U.S. Stock Market Capitalization / U.S. GDP. The idea is basically higher ratios infer overvalued markets, while lower ratios may indicate stocks are broadly undervalued. Currently, this ratio stands at 186%. However, what if y…

1
Credit Card Delinquency & Debt Jumps Higher 11:13

8M ago11:13

11:13

Ivan Illan, Founder & Chief Investment Officer at AWAIM® shares a conversational-style review of a recent research highlight published on the firm's website discussing U.S. credit card delinquency and other correlated metrics such as household savings, debt levels, and interest rate on credit cards. This discussion focuses on the confluence of thes…

1
A Political Economy of Power, Episode 40 47:18

8M ago47:18

47:18

Guest: Raphaël Fèvre (Université de Côte d’Azur) Host and Producer: Maria Bach (Walras Pareto Centre, University of Lausanne) In this episode, Maria talks to Raphaël Fèvre who published a book with Oxford University Press, pictured above, based on his PhD research. For advice on writing a book, see the following books: From Dissertation to Book Rev…

1
The (ignored) blindspots of International Political Economy, Episode 39 56:31

9M ago56:31

56:31

Guest: Eric Helleiner (University of Waterloo) Host and Producer: Maria Bach (University of Lausanne) In this episode, Maria interviews Eric Helleiner to discuss his current research on writing a deeper global history of the field of International Political Economy. We mainly discuss his latest two books pictured above, The Contested World Economy …

1
US Output Gap Is Way Too High 13:52

9M ago13:52

13:52

In this episode, Founder & CIO, Ivan Illan discusses the myriad issues around having a significantly positive US Output Gap - an important economic metric that reveals underlying inflationary pressures in an economy. For more information, charts and other details related to this episode, please visit: https://www.alignewealth.com/blog/research-high…

1
Guest Appearance on "The Conversation with Bruce Cook" - January 7, 2024 27:30

10M ago27:30

27:30

REPLAY: On-Air Live interview of Ivan Illan on AM830 from "The Bruce Cook Conversation" orignally broadcast on Sunday, January 7, 2024 at 6PM PST. Ivan and Bruce chat about various economic issues impacting folks today from interest rates and taxes to debt and the upcoming election. Wide scope of topics covered and additional commentary on domestic…

1
What Risks Are Lurking In 2024? 18:05

11M ago18:05

18:05

In this final episode for 2023, bestselling Dummies author, Forbes Finance Council member, Founder & CIO Ivan Illan, shares some preliminary insights as to what may play out during 2024 for both stock and bond markets globally. He highlights the period beginning March 2022, which coincides with the Federal Reserve's initiating a restrictive U.S. mo…

1
The Agrarian Question in India, Episode 38 39:20

11M ago39:20

39:20

Guest: Srishti Yadav (Azim Premji University, Bengaluru) Host and Producer: Maria Bach (Walras Pareto Centre, University of Lausanne) In this episode Maria talks to Srishti about her heterodox economics studies, her work on Paradigms in Economics and her book project on the agrarian question in India. Check out the following links to Srishti’s rese…

1
The History of Counting Where Few Have Looked Before, Episode 37 38:06

11M ago38:06

38:06

Guest: Cecilia Lanata-Briones (Warwick University) Host and Producer: Maria Bach (Walras Pareto Centre, University of Lausanne) Bunge, A. E. (1918): «Costo de la vida en la Argentina, de 1910 a 1917». Revista de Economía Argentina 1 (1), pp. 39-63 In this episode, Maria talks to her co-author and team member of a new project on the history of natio…

1
REPLAY: Ivan's On-Air Interview - The Conversation with Bruce Cook on KLAA AM830 22:23

12M ago22:23

22:23

Original Air Date: Sunday, November 19, 2023 at 6:30PM PST Listen to the replay from the on-air interview of Founder & Chief Investment Officer Ivan Illan conducted by The Conversation's Host Bruce Cook. Ivan returns to the show answering a wide variety of questions about the US economy, upcoming elections, inflation, and the Federal Reserve. https…

1
Fed Funds Rate Much Higher For Much Longer 13:15

1y ago13:15

13:15

This episode includes references to data shared in Ivan's upcoming Forbes.com article tentatively entitled, "For Decades Fed Funds Remained Higher Than The Inflation Rate, May Be Once Again". Citing nearly 50 years of historical averages regarding the Effective Federal Funds Rate, 30 Year Mortgage Rate, 10-2 Year US Treasury Spread, and the 10 Year…

1
The Paradox of Flattening Yield Curves 11:04

1y ago11:04

11:04

A more casual companion piece to Ivan's article published in Forbes on October 19, 2023, entitled "What A Flattening Yield Curve Means For Future Fiscal Fitness" Discussion on the importance of understanding the segment of the yield curve to which an investor has exposure. Also, a review of the basics on the time value of money - a related concept …

1
Elucidating the Role of Value Judgments in Normative Economics, Episode 36 43:44

1y ago43:44

43:44

Guest: Nestor Lovera (Université de Reims Champagne-Ardenne) Host and Producer: Maria Bach (Centre Walras-Pareto, University of Lausanne) In this episode, Maria interviews Nestor Lovera from the Université of Reims Champagne-Ardenne about his thesis and latest projects. For a summary of Nestor’s thesis, click here. Check out Nestor’s new podcast (i…

1
CWP Stories, Part II, Episode 35 1:00:47

1y ago1:00:47

1:00:47

Guests: Cléo Chassonnery-Zaïgouche (Assistant Professor of Economics, University of Bologna), Justine Loulergue (PhD Student, Centre d’Économie de la Sorbonne, Paris 1 & Centre Walras Pareto, Unil), María Gutiérrez Ruan (PhD Student, Centre Walras Pareto, Unil), Tatiana Fauconnet (PhD Student, Centre Walras Pareto, Unil) and Biancamaria Fontana (Em…

1
Disruptive Technology and Its Economic Impact 12:24

1y ago12:24

12:24

In this episode Ivan cites recent PMI declines, while reframing the data that often minimizes the manufacturing sector's share of and relevance to the U.S. economy. A discussion follows on how nominal GDP data is referenced routinely, instead of real GDP. The conclusion is surprising to many - even finance professionals - regarding the enduring sig…

1
Slavery, Capitalism and the Industrial Revolution, Episode 34 1:06:36

1y ago1:06:36

1:06:36

Guests: Maxine Berg (Professor, Warwick University) and Pat Hudson (Professor, Cardiff University) Host and Producer: Maria Bach (Centre Walras-Pareto, University of Lausanne) In this episode, I interview Maxine Berg and Pat Hudson about their recent book on the role of slavery in capitalist development and the British industrial revolution. To che…

1
US Debt Downgrade Is Not A Big Surprise. 10:29

1+ y ago10:29

10:29

In this episode I talk about the recent US government debt downgrade by Fitch, why it happened, why it's not a big surprise, and what it might mean for everyone going forward. © 2023 Ivan Illan, AWAIM®Di Ivan Illan

1
CWP Stories, Part I, Episode 33 42:58

1+ y ago42:58

42:58

Guests: Cléo Chassonnery-Zaïgouche (Assistant Professor of Economics, University of Bologna), Justine Loulergue (PhD Student, Centre d’Économie de la Sorbonne, Paris 1 & Centre Walras Pareto, Unil), Maria Gutiérrez Ruan (PhD Student, Centre Walras Pareto, Unil), Tatiana Fauconnet (PhD Student, Centre Walras Pareto, Unil) and Biancamaria Fontana (Em…

1
Ivan Illan & Bruce Cook - On-Air Live (Replay) 28:48

1+ y ago28:48

28:48

In this episode, Ivan Illan rejoined Bruce Cook on The Bruce Cook Conversation, which was broadcast live on-air throughout Southern California and live streamed on KLAA AM 830 Angels Radio on Sunday, July 9, 2023 at 6PM PT. As a returning show guest, Ivan offered new perspectives and insights to many questions that Bruce presented regarding the sta…

1
Bad Breadth 12:47

1+ y ago12:47

12:47

If you're wondering why your investment portfolio seems to be lagging the S&P 500 Index so far this year, it's because the market has bad breadth. Bad (or, in this case meaning, very narrow) market breadth illustrates that only a very few minority of companies are responsible for the majority of the return seen in the index. In this episode, I shar…

1
Talking Economics With Bruce Cook 22:13

1+ y ago22:13

22:13

Yesterday (Mother's Day), I returned as a half-hour guest on Bruce Cook Conversations on AM830 Angels Radio. This podcast contains the full interview replay which was broadcast live throughout Southern California on Sunday, May 14, 2023 at 6:30PM PT. Topics covered included Bruce's rapid fire questions on the state of the U.S. economy, debt ceiling…

1
There Are Only Two Ways To Destroy Capital 12:59

1+ y ago12:59

12:59

Don't be alarmed by the harse tone of this episode. A contractionary phase in the monetary cycle is a difficult and challenging one for labor, real estate, and capital markets. After years of expanding the monetary base, which had led to misallocations of inexpensive capital, those funds must be now eviscerated. Ivan explains the only two ways that…

1
The Centre for the History of Knowledge (LUCK), Episode 32 44:17

1+ y ago44:17

44:17

Guests: Johan Östling, LUCK's director, the two deputy directors Anna Nilsson Hammar and David Larsson Heidenblad, as well as a PhD student at the centre, Evelina Kallträsk.Host and Producer: Maria Bach (Centre Walras-Pareto, University of Lausanne)From left to right: Anna Nilsson Hammar, Johan Östling, Evelina Kallträsk and David Larsson Heidenbla…

1
Cléo Chassonnery-Zaïgouche, Episode 31 29:24

1+ y ago29:24

29:24

Guest: Cléo Chassonnery-Zaïgouche (Assistant Professor of Economics, University of Bologna)Host and Producer: Maria Bach (Centre Walras-Pareto, University of Lausanne)In this episode, I invited Cléo Chassonnery-Zaïgouche to talk about her new book project on the history of discrimination in economics, partly based on her PhD thesis. If you're inter…

1
Where's the Risk?! 13:22

1+ y ago13:22

13:22

Remember that ad campiagn in the 1980's, "Where's the Beef?!"... In this episode, Ivan exclaims, "Where's the Risk?!", in reference to the seemingly non-existent level of risk in the lower-end spectrum of investment grade bonds. Referencing data shared in AWAIM's latest research highlight, Ivan shares how the OAS-to-Yield Ratio may reveal another p…

1
Exit Capitalism! A New Board Game, Episode 30 28:25

1+ y ago28:25

28:25

Guest: François Allisson (Centre Walras-Pareto, University of Lausanne)Host and Producer: Maria Bach (Centre Walras-Pareto, University of Lausanne)In this episode, I invited François Allisson to talk to us about a game he made with some of his students called Sortons du capitalisme ! or Exit Capitalism! in English.Two cards from the game. Translati…

1
Inequality: Part II, Episode 29 54:15

1+ y ago54:15

54:15

Guests: Erik Bengtsson (Lund University), Pat Hudson (Cardiff University) and Keith Tribe (Tartu University)Host and Producer: Maria Bach (Centre Walras-Pareto, University of Lausanne)Erik Bengtsson, an economic historian of Sweden, refers to this cartoon which depicts the parliament in session when an invisible hand writes "General Strike" on the …

1
Inequality: Part I, Episode 28 1:01:28

1+ y ago1:01:28

1:01:28

Guests: Poornima Paidipaty (King's College, London), Pedro Ramos Pinto (University of Cambridge), Dan Hirschman (Cornell University), Christian O. Christiansen (Åarhus University) and Keith Tribe (Tartu University)Host and Producer: Maria Bach (Centre Walras-Pareto, University of Lausanne)In this two part series on inequality, we will be talking ab…

1
Powell's Pummeling 8:58

1+ y ago8:58

8:58

This episode contains unscripted comments on the perceived burgeoning "banking crisis" and Fed Chair Powell's Congressional testimony that occurred earlier this week. © 2023, Ivan M. IllánDi Ivan Illan

1
Federal Reserve Bank Bankrupt 11:06

2y ago11:06

11:06

The U.S. Federal Reserve Bank is technically insolvent (or bankrupt in layman's terms). Of course, as "buyer of last resort", the U.S. Treasury would not allow the Fed to cease operations legally. Instead, the Fed maintains operations in the red (booking losses in the form of a "deferred asset") until such time it makes money again when it can once…

1
Book Panel Jan Tinbergen and the Rise of Economic Expertise, Episode 27 1:02:40

3y ago1:02:40

1:02:40

Guests: James Heckman, Esther-Mirjam Sent, Philip Hans Franses and Erwin DekkerHosted by Reinhard Schumacher and Arjo Klamer In this episode we present a book panel on the book Jan Tinbergen (1903-1994) and the Rise of Economic Expertise (CUP, 2021) by our regular host Erwin Dekker. Reinhard Schumacher provides a brief introduction to the panel whi…

1
A cataclysm sentence for economics, Episode 26 53:51

3+ y ago53:51

53:51

Guests: Peter Bent, François Allisson, Herman Daly and Sara Stevano (see below for more information).Host and Producer: Maria Bach, Centre Walras Pareto, Unil, Lasuanne (former Assistant Professor of Economics at the American University of Paris)Guest hosts: Wilhelm Aminoff, Wyatt DeLong, Farrah Aridou, Jonathan Noulowe II and Paul Harding, student…

1
James Buchanan and the Soul of Classical Political Economy, Episode 25 57:06

3+ y ago57:06

57:06

Guests: Alain Marciano and Peter J. BoettkeHosted and produced by Erwin DekkerIn this episode, Erwin talks with Alain Marciano and Pete Boettke about The Soul of Classical Political Economy a book they co-edited with archival material from the James Buchanan archives located at George Mason University. James Buchanan, Nobel Laureate in 1986 was an …

1
Relocating Modern Science with Kapil Raj, Episode 24 1:07:41

4y ago1:07:41

1:07:41

Guest: Kapil RajHost and Producer: Maria Bach Join Maria Bach for an interview with Kapil Raj about his approach in the history of science. Dr. Raj is Professor of the History of Science at the École des Hautes Études en Sciences Sociales (The School for Advanced Studies in the Social Sciences) in Paris. In particular, they discuss Raj's book Reloc…

1
German Socio-Economics, Episode 23 1:03:20

4y ago1:03:20

1:03:20

Guests: Stefan Kolev and Mark McAdamHosted and produced by Reinhard Schumacher and Erwin DekkerIn this episode, Reinhard and Erwin talk with Stefan Kolev and Mark McAdam about the recent translation of eight classic articles in the tradition of German Socio-Economics including work by Georg Simmel, Joseph Schumpeter, Gustav Schmoller and Ferdinand …

1
Marginalised Voices, Episode 22 51:47

4+ y ago51:47

51:47

Guests: Jaci Eisenberg, Gerardo Serra and Sharmin KhodaijiHosted and produced by Maria BachIn this episode, Maria interviews three scholars who study underrepresented or what she calls marginalised voices in the history of policy and economics. They discuss why they came to study such lesser known figures and how the research can give us new perspe…

1
Till Düppe on Economics in the German Democratic Republic (East Germany), Episode 21 1:10:49

4+ y ago1:10:49

1:10:49

Guest: Till DüppeHosted and produced by Reinhard SchumacherIn this episode, Till Düppe talks with Reinhard about the development of Economics in the German Democratic Republic (GDR), better known as East Germany – a state that existed from 1948 until 1990. We discuss Till’s general approach of historical epistemology of economics before discussing …

1
Parenting in Academia, Episode 20 1:05:43

4+ y ago1:05:43

1:05:43

Hosts: Maria Bach and Reinhard SchumacherProduction: Maria BachIn this episode, we interview Beatrice Cherrier to talk about what it is like being a parent in academia - the ups, the downs and all the things we can do to make life and work easier.Di Ceteris Never Paribus

1
South Asian Intellectual History with Andrew Sartori, Episode 19 51:49

5y ago51:49

51:49

Guest: Andrew SartoriHosted and produced by Maria BachIn this episode, Maria shares a recent interview with Andrew Sartori, an intellectual historian at NYU. Andrew discusses his work in South Asian Intellectual History and how he ended up in this relatively small field when he started. He also talks about how he deals with the international diffus…

1
Dennis Rasmussen on David Hume and Adam Smith, Episode 18 1:18:19

5y ago1:18:19

1:18:19

Guest: Dennis RasmussenHosted and produced by Reinhard SchumacherIn this episode, Dennis Rasmussen talks with Reinhard about David Hume and Adam Smith. The episode focuses on Dennis’s book The Infidel and the Professor: David Hume, Adam Smith, and the Friendship that Shaped Modern Thought. We discuss the Scottish Enlightenment, Hume’s and Smith’s l…

1
The Mont Pelerin Society and the Origins of Neoliberalism with Ola Innset, Episode 17 53:58

5y ago53:58

53:58

Guest: Ola InnsetHosted and produced by Erwin Dekker and Reinhard SchumacherIn this episode we interview the historian Ola Innset about his award-winning dissertation Reinventing liberalism : Early neoliberalism in context, 1920-1947. He has used the methodology of micro-history to study the first meeting of the Mont Pelerin Society in 1947, includ…

1
Defining and Measuring Poverty, Episode 16 28:55

5+ y ago28:55

28:55

The United Nations Sustainable Development Goal No. 1: End poverty in all its forms everywhere Source: https://www.un.org/sustainabledevelopment/poverty/In this episode, Maria Bach explores how poverty has been defined and measured over time inspired by her work with Mary Morgan recently published in the History of Political Economy Journal (https:…

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