Wolfgang Munchau

Wolfgang Munchau, an economic commentator and director of Eurointelligence, joins Anatole Kaletsky, chief economist at Gavekal, for a deep dive into the tumultuous state of global markets. They discuss how Trump's tariff policies are shaking up globalization and could lead to a recession reminiscent of 2008. The duo examines the potential shift away from American economic dominance and the challenges Europe faces in its relationship with China, along with the urgent need for new international trade alliances.

Wolfgang Munchau, author of 'Kaput' and a seasoned columnist, discusses Germany's precarious position just before a general election. He delves into the historical context of German automotive prowess and its decline due to energy dependence on Russia. Munchau reveals the fallout from austerity measures and technological stagnation facing the economy and examines Germany's complex relationships with Russia and China. The rise of far-right politics is also explored, highlighting the socio-economic dynamics steering political change in the nation.

Wolfgang Munchau, founder of Eurointelligence and author of 'Kaput,' offers a sharp analysis of Germany's political landscape amid rising populism. He discusses the alarming ascent of the AfD party, linking it to immigration issues and the fallout from global events like Trump’s presidency. Munchau also delves into Germany's economic challenges, including outdated energy policies and the stifling effect of EU regulations on innovation. Expect insights on how these factors could shape Germany's future and the wider European political dynamics.

Katie Stallard, New Statesman senior editor in Washington, D.C., discusses the prospects of Trump's potential second presidency, focusing on aggressive policies like tariffs and their economic implications. Wolfgang Munchau analyzes political turmoil in Europe, highlighting the rise of far-right parties and challenges in France and Germany. They also touch on Russia’s ongoing conflict with Ukraine and broader geopolitical tensions in the Middle East, exploring how these dynamics may shape the world by 2025.

Wolfgang Munchau, former Financial Times associate editor and author of "Kaput: The End of the German Miracle," sheds light on Germany's precarious economic position. He discusses the dangers of over-reliance on Russian gas and the struggles of traditional industries adapting to digital advancements. The conversation delves into the auto industry's challenges during the electric vehicle transition, the implications of neo-mercantilism, and how state-owned banks can stifle innovation. Munchau also addresses the political ramifications of Germany's economic decline.