Patrick Boyle On Finance

Discover how Mexico has surpassed China as the biggest supplier of goods to the US amid the US-China trade war. Explore the challenges and opportunities for Mexico as a global trade power. Analyze the 2022 Foreign Direct Investment in Mexico and question the significance of near-shoring. Compare Mexico to Asian competitors and discuss the potential for near-shoring. Examine the impact of trade balance on global demand and its effects on the global trading system.

Send us a textGet one month of complete digital access to the Financial Times for $1 by clicking here: https://subs.ft.com/patrick_boyle?segmentId=979ca37f-c690-7295-5eba-bf4ff33d3bb4Goldman Sachs is reported in the FT to have used a fund set up with Chinese state money to buy a series of US and UK companies, including one with a cyber security business that provides services to the British government, even as tensions rise between Beijing and the west.Goldman struck seven deals using cash fr...

China's struggling economy and the government's efforts to suppress negative discussions. Challenges faced by Zhongji and the economic situation in China. High unemployment rate among Chinese university graduates and the oversupply of college graduates. Shift in pricing strategy by Chinese retailers and the impact of digital currency. The need for China to rebalance its economy and control its debt, with potential global implications.

Explore the causes and consequences of the Panic of 1907 - a financial crisis triggered by an earthquake and a failed short squeeze. Learn about J.P Morgan's intervention to save the US economy. Discover the chaotic events during the panic and the aftermath, including the call for a central bank. This podcast delves into the history and impact of the crisis, highlighting the need for financial regulation and providing recommendations for further reading.

Exploring the global demand for electricity and the push to electrify various aspects of society, including transportation and industrial processes. Discussing the impact of the rising popularity of electric vehicles on the power grid and the challenges in power transmission and increasing electrification. Explaining the difficulties of adopting renewable energy in the United States, including sourcing materials for transmission lines. Addressing the challenges and requirements for building and upgrading high voltage power lines to accommodate the increased electricity demand and the shortage of transformers and grid components.

Send us a textIn today's podcast I look at the affordability of real estate in the United States and around the world. I try to help my friend who runs a popular YouTube channel "How Money Works" find a good place to live. If you can live wherever you want to, where should you live? Here is a link to his YouTube channel: https://www.youtube.com/@HowMoneyWorks/videosPatrick's Books:Statistics For The Trading Floor: https://amzn.to/3eerLA0Derivatives For The Trading Floor: https://a...

Send us a textThe performance of the US stock market is the most concentrated it has ever been. Seven of the biggest stocks — Apple, Microsoft, Google owner Alphabet, Amazon, Nvidia, Tesla and Meta — have rallied sharply this year gaining between 35 per cent and 210 per cent this year. The remaining 496 stocks have barely moved.Five big tech companies make up nearly a quarter of the S&P500. At $3.1trillion dollar market cap, Apple alone is worth more than the Russell 2000 index of compani...

Send us a textIn Europe’s battle against inflation, new villains have emerged: Beyoncé and Taylor Swift!Last month, as Beyoncé kicked off her world tour, fans flocked to Sweden from around the world for the shows, pushing up prices for hotel rooms. This could explain some of the reason Sweden’s inflation rate was higher than expected in May according to Michael Grahn, an economist at Danske Bank.Why after a series of interest rate hikes and a surge in the price of essential goods like food an...

Send us a textIn March 2023 Bernard Arnault, the chairman and CEO of luxury fashion giant LVMH overtook Elon Musk to become the wealthiest person in the world. He is the only European in the list of top 10 richest people in the world. His wealth has skyrocketed with the massive growth in LVMH’s share price. And it's not hard to see why they’re so profitable. It’s easy to make money when you can sell items of clothing for $5,000. While luxury brands build the perception of having the highest q...

Send us a textWhen the Biden administration passed the Inflation Reduction Act and the Chips and Science Act for clean energy and tech last year, Americas trade allies in Europe and Asia were surprised. Now they are scrambling for ways to catch up. Are western economies in a war of subsidies with each other and China over technology and green infrastructure?Patrick's Books:Statistics For The Trading Floor: https://amzn.to/3eerLA0Derivatives For The Trading Floor: https://amz...