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So Alex Chalmers and I recorded a timely podcast yesterday- Nuclear Tensions: The India-Pakistan Standoff. If you're interested in the defense and supply chain economics of this feud, now is the time to listen to it! 🚀 open.spotify.com/episode/6AqWJo…

Sinéad and I are podcasters now: covering markets, technology, defence. We've recorded some early takes on de-dollarisation, India/Pakistan, and recession indicators. If you want hype-free commentary where no one's talking their book, give us a listen. Link below!

Oh no

Finishing up an awesome few days with the gang (and avoiding sunburn) by watching the verrrry cool U.S. Air Force U-2 documentary in our hotel. 70,000 ft baby. Highly recommend! Air Force hot takes are a GO 🚀

Sinéad and I have returned to the microphone - this time to try to unpick just how the freight industry went from relatively sleepy to chaotic: covering the main shipping routes, winners and losers, and 'financialisation' (as the cool kids like to say) link in next tweet

Quickly becoming one of my favourite podcasts. And not only because London's best road, Holloway Road, got a mention on an earlier episode

Latvia 🇱🇻 I love you! Incredible country. With the President and Minister of Economy, discussing weapons and Ukrainian reconstruction financing.

Behind me: reflector from large, phased array satellite! Current stop on my defense tour is Paris at the Eutelsat HQ: satellite communications for Ukraine’s front lines 📡🛰️

Just listened, this is very good. As anyone who has ever had a boozy lunch with her, Sinéad is a natural podcaster. Fun fact, the DC-3 is her favourite ever airplane.

Great piece by my other half of But This Time It’s Different- Alex Chalmers ☢️!