Archive for the 'Videos' Category

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PB Video Analysis: How Bad Is The US-China Trade Deficit?

Saturday, August 11th, 2018

The US runs a trade deficit with China of $375bn. It’s a staggering number, larger than the economies of Ireland or Israel. Little wonder than Donald Trump frets that the US is being taken advantage of.

But how meaningful are bilateral trade numbers anyway? Should governments aim to balance volumes of trade with other countries, or is it all a bit irrelevant? And if you impose tariffs on countries with whom you have deficits, will your overall balance of trade improve?

With the help of Tom, Dick and Ludovic, I’m answering that question.

Robert Smithson

Robert tweets as ‘@MarketWarbles’




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PB Video Analysis: The Future’s Bright. The Future’s Not Coal.

Wednesday, August 8th, 2018

You flick a switch, and there’s light.

Few of us think about how electricity is generated, and how strange and wonderful ubiquitous power is. But beneath that steady service, changes are happening. Coal, which used to dominate electricity production worldwide, is now in retreat almost anywhere, replaced by renewables and natural gas. Some blame overzealous environmental legislation. Others blame subsidies for solar and wind.

The truth is… shocking…

(And please click the funny YouTube button above to subscribe!)

Robert Smithson

Robert tweets as ‘@MarketWarbles’




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PB Video Analysis: Brexit – What Does “No Deal”Actually Mean?

Wednesday, July 18th, 2018

The UK is due to leave the EU on March 29th 2019. With Mrs May’s Chequers deal rejected by the Commons, and no obvious alternative on the table, leaving the EU with No Deal and previous little preparation is looking increasingly likely.

In this video, I ask ask what the consequences would be. Would food become scarce? Would the economy collapse? Or is this just another example of Project Fear?

(And please click the funny YouTube button above to subscribe!)

Robert Smithson

Robert tweets as ‘@MarketWarbles’




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PB Video Analysis. Brexit: How We Got Here & What We Want

Sunday, July 15th, 2018

So: Brexit.

I’ve artfully avoided addressing it in my videos so far, but the time has come. Today’s video is about Brexit. Specifically, it addresses the process through which Britain joined the EEC, and then asks what the UK government actually wants from negotiations. Why have there been all these gyrations, when the EU has proposed a CETA/South Korea type relationship already?

Be warned: this video will be equally annoying to Remainers and Leavers.

Robert Smithson

Robert tweets as ‘@MarketWarbles’




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PB Video Analysis: UK Property – What’s It Worth?

Tuesday, July 10th, 2018

In my last video – Castles of Sand? – I discussed the specific drivers behind UK, and specifically London, property prices.

This video is a little different. In this, I ask how properties should be valued, and how they have been valued, looking at rental yields, income multiples and other factors. I also ask whether London, as a “Global City” is simply different.

Robert Smithson

Robert tweets as ‘@MarketWarbles’




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PB Video Analysis: UK Property wealth could rest on Castles of Sand

Thursday, July 5th, 2018

Only in the UK is the phrase “property porn” a real thing. Home prices dominate polite conversation. And little wonder: housing dominates UK personal balances sheets. In no other country does it make up such an enormous share of assets. Why? Because UK property has outperformed that in other developed countries in the last 38 years. This video asks why that is, and asks if the UK property wealth rests in castles of sand.

Robert Smithson




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The Worst Economic Statistic?

Thursday, June 14th, 2018

There are many economic statistics, some broadly useful, others bizarrely esoteric. Only one manages to be both useless and dangerous. Worse: it’s trumpeted by journalists, so you may even have been taken in yourself. Welcome to the worst economic statistic.

Robert Smithson

Robert tweets as MarketWarbles follow him by clicking the follow button below




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Italy: 50 ways to leave the Euro

Tuesday, June 12th, 2018

The latest video analysis from Robert Smithson

This is the most recent production from Robert who has been associated with PB right from the start in March 2004 and, indeed, was the person who suggested to me in the first place to establish the site.

Most PBers will know him from his regular and illuminating comments on the discussion threads.

He’s now producing regular video examinations on key business and economic issues and relevant one will now be published on PB. This is the latest on Italy and the Euro.

To make sure you don’t miss subscribe to the YouTube channel.

Mike Smithson