Spelade

  • David talks to author and radio host James O'Brien about everything from therapy to Brexit and from educational privilege to Keir Starmer's leadership of the Labour Party. Recorded as part of the Cambridge Literary Festival https://cambridgeliteraryfestival.com/. James's new book is How Not to be Wrong: The Art of Changing Your Mind.

  • Recorded prior to Covid-19, a behind the scenes look at Netflix’s efforts around building a studio in the cloud, with a focus on both Netflix’s production and post-production application efforts including studio media management.

  • In part one of this two-part series, Vernā Myers (Head of Inclusion at Netflix) and Wade Davis (Vice President of Inclusion) discuss the effects of anti-Blackness, the importance of recognizing racial inequities in the workplace and helping employees to understand their role in ending those disparities.

  • A conversation with Pulitzer Prize-winning author Daniel Yergin about the new energy map of the world. What impact has the shale revolution had on global politics? Is China winning or losing the energy wars? And will the energy transition happen fast enough for climate change?


    Daniel's book: www.waterstones.com/book/the-new-map/daniel-yergin/9780241472347

    Helen on oil: play.acast.com/s/talkingpolitics/oil-

  • This week a special edition from the Bristol Festival of Economics with Helen Thompson and Adam Tooze talking about what might follow the pandemic. From vaccines to changing patterns of employment, from action on climate to new tensions with China, we explore what the long-term effects of 2020 might be. Plus we discuss what options are open to a Biden administration: with the Georgia run-offs to come and the disease still spreading, how much wriggle room has he got?


    Talking Points: 


    Headlines about the COVID vaccines focus on effectiveness, but it’s also about supply chains, storage, and scale.

    Things are moving so quickly right now in part because so many people, especially in the US, are getting sick.

    After the initial financial meltdown in March, in aggregate terms there was a share market recovery—one which was at odds with what was going on with people’s lives.

    Surging American unemployment numbers went alongside the S&P 500’s continued rise.The biggest beneficiaries initially were big tech. Now big pharma seems to be gaining. Is there a structural conflict in the allocation of capital between big tech and big pharma? Big tech probably won’t be facing much of a challenge from the White House.

    The Biden administration will be embroiled in crisis politics from Day 1.

    The epidemic in the US right now looks terrifying, and Thanksgiving is on the horizon.The logic of economic crisis management is about time. The Democrats are going to have a hard time getting things through Congress, and the fact that things are so hard will divide them further. 

    The Biden Administration will make early moves on climate.

    It will be hard for Biden to take climate seriously without some kind of detente with China, but getting there is hard to imagine. 

    After the health crisis ends, some jobs might not come back.

    The effectiveness of short-term working means that the unemployment crisis has not yet hit in Europe.The US unemployment crisis is in full swing. So far, the bounce back has been relatively quick. But there will be a manifest social crisis. 

    There are imaginably worse pandemics than this one, and yet we have responded in an almost unimaginable way.

    This is a highly mediatized, diffuse threat that has acquired huge salience. This is the most extraordinary thing that has happened in modern economic history. A lot of this unprecedented response was voluntary.

    Mentioned in this Episode: 

    Biden’s piece in Foreign AffairsPaul Krugman’s latest piece for the NYTimesOur last episode with Adam

    Further Learning:

    The NYTimes’ COVID vaccine trackerMore on China’s pledge to become carbon neutral by 2060https://www.ideasfestival.co.uk/themes/festival-economics

    And as ever, recommended reading curated by our friends at the LRB can be found here:

  • The cannabis industry has been making significant strides amid increasing legalization—but its growth is just getting started. And with Black Friday and Cyber Monday on the horizon, two retailers are looking stronger than ever. Frank welcomes Jason Wilson, a market veteran and cannabis banking and research expert at ETFMG, the leading ETF issuer behind the world's largest cannabis fund, MJ. Jason explains how and why he became a cannabis industry leader. He also breaks down state and federal government regulation… some short-term headwinds… and why massive industry growth is inevitable over the next few years. [32:00] Daniel Creech joins Frank to discuss whether they’ll be taking a COVID vaccine… and the incredible earnings results for Target and Walmart. Plus, bitcoin’s wild volatility as it looks to reach new highs… and why we’re still in the early stages of digital securities. [56:43] -------------------------------- Enjoyed this episode?   Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/   -------------------------------- Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com

  • This week we come back to Brexit and ask whether Boris Johnson has a good way out of the current negotiations with the EU over a trade deal. First we talk with Kenneth Armstrong, Professor of European Law, about the thinking and the reality behind the government's Internal Market Bill. Then David, Helen and Chris Brooke explore the politics of success and failure in the negotiations. Can the Union survive? Does the government have a coherent strategy? And how much trouble is Johnson really in?


    Talking Points:


    Is the Internal Market Bill just a negotiating tactic, or is it a genuine safeguard for a future world in which there is no trade deal? 

    The government is worried that the wording of the Northern Ireland Protocol risks the possibility of the EU overreaching in its interpretation in ways that would make it more difficult for the UK to pursue its own state aid policy, for example.The government is now saying that it would only invoke these provisions if the EU acts in ‘bad faith.’The problem with that argument is that the agreements already have their own safeguard mechanisms. Why do you need a domestic legal mechanism?The substance of the Internal Market Bill is also getting serious pushback from the devolved authorities.

    The EU has launched infringement proceedings against the UK. 

    It’s a structured process with different phases. The imperative is to try to seek a resolution without needing to take the action before the Court of Justice.The Commission’s argument is that the UK is acting on bad faith. In the transition period, the UK is effectively treated as a member state. What happens when the UK is fully outside of the transition period? For now at least, all this political theatre isn’t immediately derailing the process of getting an agreement on a future relationship.

    The ultimate obstacles to a deal are existential: the UK wants to guarantee respect for its autonomy, so does the EU.

    The EU’s great fear is that the model of a social market economy that it has been building among its member states would be threatened if the UK could engage in regulatory competition or distorted subsidies with the EU.That’s why the level playing field rules and state aid are so important for the EU. There’s also the geopolitical question: the consequences for both sides of not reaching a deal would be significant.

    Johnson gave his conference speech and he barely mentioned Brexit.

    The stakes of the ongoing negotiations are as high as they were a year ago, but the political heat—at least for now—has gone out of it.Johnson hopes that if you can get through the next few years and stabilize the Union from the present threats then it will be possible to put the Union on more solid constitutional groundings.This is a politics of crisis. There’s not a clear strategic vision.

    The pandemic has made the politics of devolution even more complicated because it’s created a de facto English government, which is the UK parliament.

    The more the Scottish government, the Northern Irish government and the Welsh government disagree about what the rules should be, the more the fact that there is an English government comes to the surface.This becomes an electoral issue too.

    Is Johnson on his way out?

    His track record may be a liability where the Union is concerned. There may be better people to lead the Conservative party on the Scottish question.Making a deal with the EU could hurt him with the Spartans of the European Research Group.Johnson’s health could also be an issue; that’s why he’s determined to show that he doesn’t have long-COVID.

    Mentioned in this Episode:

  • David, Helen and Gary convene on very little sleep to try to make sense of another extraordinary election. Though we still don't know who won, we do know that some things are going to get even harder for American democracy. What's the nightmare scenario: the loser refusing to lose, or the winner being unable to govern? Why did the pollsters get it wrong again? And what's likely to happen when the contest reaches the courts? Plus we ask if the American Constitution can cope with close elections any more.


    Relevant Episodes:


    From our Mini-Series:

    History of Ideas on Tocqueville and American democracyAmerican Histories: The 15th and the 19th American Histories: Deporting Mexicans American Histories: The Great Abortion Switcheroo 

    Old Episodes on Trump:

    What Trump Means to UsOne-term presidents Can America CopeAmerican Fascism: Then and Now America First? Michael Lewis on Donald Trump (And Michael Lewis Updated)Trump and History 

    A Broader Perspective on US Politics:

    The Talking Politics Guide to … the US Constitution Police State USAAdam Tooze on US vs. China Judith Butler: Then and Now Where Power StopsThe Talking Politics Guide to… the Gilded AgeInaugurals 

    From the LRB

  • We talk to Peter Geoghegan of openDemocracy and Jennifer Cobbe of the Trust and Technology Initiative about Cambridge Analytica, money, power and what is and isn't corrupting our democracy. How easy is it to buy influence in British politics? Did Cambridge Analytica break the rules or show just how little difference the rules make anyway? Who has the power to take on Facebook? Plus we discuss why the British government's failure to handle the pandemic tells us a lot about the corrosive effects of cronyism.  https://www.petergeoghegan.com/books/


    Talking Points:


    The ICO report on Cambridge Analytica largely concluded that their tactics were not unusual.

    Of course, we can take issue with the fact these practices are so widespread. One of the reasons Cambridge Analytica was such a scandal was that people didn’t realise they could be targeted in this way.Cambridge Analytica and organizations like it can do is seed misinformation into a wider ecosystem. They take advantage of the lack of regulation.Sowing misinformation doesn’t require sophisticated skills; it’s easy.

    The conversation about micro-targeting often centers on Cambridge Analytica, but we need to look at the structures that make these practices so easy and so potent.

    Facebook makes all of this really easy to do. Why were we so complacent? When we think about the influence of money in politics, it’s easy to imagine nefarious people throwing around big sums, but at least in the UK a small amount can go a long way when people have the right connections. This is cronyism.

    The pandemic has made the tech giants unthinkably wealthy.

    At the same time, they’ve changed the way that money affects politics.Could Trump have won without Facebook and Twitter?The tech companies do not need to lobby politicians in the traditional sense because they are simply that powerful.

    Governments are dependent on these technologies, as we all are.

    Can we think about the tech companies as the technical infrastructure of society?Right now, these companies have a huge amount of discretion. 

    Cronyism has been a prominent feature of the UK Government’s COVID response.

    There is a strain in a certain school of political thought that the state isn’t good for much. When politicians who believe that are in charge, it can be self-fulfilling.A hollowed out state creates space for more cronyism.The civil service has become a punching bag. This could have a long tail. 

    Does the system that needs reform have the capacity to generate the necessary reforms?

    When it comes to tech, the biggest problem is ideological.It’s hard to get politicians to agree that changing micro-targeting is necessary because they all use it.Politicians do not want to change a system that has benefitted them even if they can recognize its flaws. Can you build a coalition that would force them to do so? 

    Mentioned in this Episode:

    The UK Information Commissioner's Office report on Cambridge AnalyticaPeter’s book, Democracy for SaleJennifer’s recent piece in the Guardian
  • Now that we have a result, David and Helen reflect on what the next four years might hold. What issues could define a Biden presidency? Has this election indicated a possible realignment of American politics? And is it enough to restore faith in democratic politics? If Trump is not how democracy ends, where does the real danger lie?


    Talking Points:


    Biden faces three big issues: China, climate, and COVID.

    It’s probably not possible to go back to US-China relations pre-Trump. However, China does perceive this election as significant.Making climate a priority has implications for the China relationship.

    This was too close to be a realignment election. Both parties turned out their vote because they had oppositional energy.

    But there are shifts within. Florida went red, but people voted to increase the minimum wage. California went blue, but people voted to resist the unionization of essentially Lyft and Uber workers.Trump has opened up the possibility for a more cross-racial, working class Republican Party. These shifts are still small, but it will be hard for them to go back to being a party of tax cuts for the rich, deregulation, and cultural conservatism.It’s more complicated for the Democrats. There has been a shift to the left, but there are also deep divisions in the party.

    A lot of the ‘Trump is how democracy ends story’ didn’t add up. How can American democracy have been so vulnerable, and yet so easily restored?   

    The threats to democracy: COVID, climate, and China, don’t fit electoral cycles.American democracy faces huge medium to long term challenges; too much energy has gone into short term risks.Trump has allowed people to close their eyes to deeper structural problems.

    Trump’s presidency did have serious geopolitical implications.

    He changed American policy on China; most of the political class now regards China as a serious strategic rival.He changed relations with Iran, and, in doing so, relations with Europe.He pulled the US out of the Paris Climate Accord.

    Mentioned in this Episode:

    China, climate, COVID: the new energy mapDavid’s book, How Democracy EndsDavid on TP: How Democracy EndsJoe Biden’s victory speech

    Further Learning:

    Biden’s endorsement interview with the NYTimes (on big tech and other things)Talking Politics American Histories: Monopoly and MuckrakingStacey Abrams’ fight for a fair vote, from The New Yorker

    And as ever, recommended reading curated by our friends at the LRB can be found here: lrb.co.uk/talking

  • We talk to the historian Margaret MacMillan about the changing character of war, from the ancient world to the twenty-first century. Do we still understand the risks? Where are the conflicts of the future likely to break out? And how can we reconcile the terrible destructiveness of war with its capacity to bring about positive change? Plus we talk about why war produces so much great art.


    Talking Points:


    Is the way we commemorate war distancing us from the reality of it? 

    Those who have seen war tend to be wary of it.There is complacency in a number of countries that war is something that ‘we’ don’t do anymore.

    War is terrible, yet so much of the innovation that we value seems intertwined with it.

    For many people WWI exemplifies the futility of war, yet many of the things we value came out of that war, particularly political and institutional change. WWI essentially gave Europe modern welfare states and universal suffrage.The two world wars also led to much greater social equality.There seems to be a deep connection between peace and inequality, and violence and equality. But it might depend on what countries and what wars you look at.

    If war is connected to innovation because it is so wasteful you cannot recreate those conditions.

    Perhaps we are doing something similar with COVID, but climate change is the true existential crisis.Climate change does not seem to be a unifying crisis.Declaring ‘war’ on an abstraction is dangerous. How do you know when it’s over? Wars on abstractions are wars without limits.

    Templates from the past don’t fully apply to the US-China relationship.

    There is the nuclear element, which should hypothetically rule out war.There’s also the energy resource conflict question: China has been able to take responsibility for its own energy security.In the long run, it is in the interests of both the US and China to cooperate with each other. The problem is the political factor.

    Mentioned in this Episode:

    Margaret MacMillan, War: How Conflict Shaped UsGeneral Nick Carter’s interview with Sky NewsWalter Scheidel, The Great Leveler: Violence and the History of Inequality from the Stone Age to the Twenty-First CenturyRana Mitter, China’s Good War‘La Grande Illusion’Tim O’Brien, The Things They Carried‘Apocalypse Now’

    Further Learning: 

    Margaret MacMillan, Paris 1919Talking Politics History of Ideas: Max Weber on...
  • David talks to Roberto Foa about his recent report into young people's attitude to democracy around the world. Why are millennials so much less satisfied with democratic politics than older generations? Can populist politics do anything to alter that? And what does the generation divide tell us about changing attitudes to Trump? Plus we discuss the generational politics of climate change, education and wealth inequality. 


    The report in full: https://www.cam.ac.uk/system/files/youth_and_satisfaction_with_democracy.pdf

  • In a special two part series focusing on Netflix Animation, we reveal what’s on the horizon for Netflix in the Animation space. In episode 1 we have Melissa Cobb, head of Original Animation, and Mike Moon, head of Adult Animation, discuss what it is like to be a creative executive and their experiences working at Netflix.

  • Netflix recruiters Chrissy Running and Mike Jones discuss the hiring process at Netflix; diversity, freedom and responsibility, compensation, vacation, and more. A lively and fun conversation with Lyle Troxell and Michael Paulson.

  • Creative Executive, Tahirah Gooden, discusses her role in making Netflix Original Films go from script to screen, the importance of representation, and what's on the horizon in the film space.

  • Business Development at Netflix is not just about deals - it is about building partnerships that are mutually beneficial. Vice President of Business Development, Maria Ferreras, discusses business development partnerships within the EMEA region, including Telefonica and Sky and why she chose to join Netflix after 10 years working for Google and YouTube.

  • Vice President of Original Series Andy Weil and Director of Product Innovation Carla Engelbrecht discuss how content and product worked together to launch Interactive Storytelling at Netflix. Using Bandersnatch as a case study, they pull back the curtain on the software they had to create, how it required more than 110 rounds of editing, and what’s next in the space of interactive for Netflix.

  • Creative Production at Netflix is a bit like air traffic control for a piece of content landing on the service. Whether it is subtitles, dubbing, tagging, trailers, imagery, marketing assets, and more - creative production is truly the intersection of content, marketing, and product. Rochelle King, Vice President of the team, discusses how being a leader means making as few decisions as possible, leaving Netflix for Spotify and then coming back, and what type of skills they look for as they grow creative production on a global scale.

  • In Part 2, Vernā Myers (Head of Inclusion) and Wade Davis (Vice President of Inclusion) explore what it will take to create an anti-racist organization at Netflix, and the implications for hiring, leadership, and company culture.