Real economy
21
MENTIONS
7
EPISODES
7
PODCASTS
Search complete. 21 mentions across 7 episodes found for "Real economy".
Nov 2, 2026
Michael HowellGUEST
And whereas Treasury QE becomes the dominant part.
Michael HowellGUEST
And it's that which is really driving the real economy and explaining, in many cases, why you've got very strong nominal growth in US GDP right now.
Jack FarleyHOST
And so what you call Treasury QE is the Treasury issuing shorter-term debt Treasury bills rather than Treasury notes, coupons, longer-term debt, or a higher ratio of shorter-term debt.
Jack FarleyHOST
Tell us exactly... what Besant has done and what the numbers indicate there, as well as his willingness to continue doing this policy.
Jack FarleyHOST
It's not liquidity enhancing enough for you and your models.
Michael HowellGUEST
Well, I mean, let's be clear about this.
Michael HowellGUEST
This is money that's going into the real economy, not money that's going into financial markets.
Michael HowellGUEST
And what I do is I separate out those two aspects.
Helena Norberg-HodgeGUEST
Well, I would love people to look at our longer film, The Economics of Happiness.
Helena Norberg-HodgeGUEST
And I also recommend another short film that we made with Fatima and Gustav that's called The Real Economy.
Helena Norberg-HodgeGUEST
And that's on our website, too, on localfutures.org. You can find quite a few short films.
Helena Norberg-HodgeGUEST
And you can find... ways and many ways of things that you can do.
Lynette ZangHOST
So I don't know, you can make educated choices that actually put your best interest first.
Lynette ZangHOST
And since each doom loop feeds on the others, where does the confidence doom loop fit in? Well, we've been building toward this collateral asked, do I trust the asset intermediary? Do I trust the path liquidity? Will somebody still transact with me? And now confidence asks, do I still trust the promise itself? Next comes the real economy where all four finally land right in your life.
Lynette ZangHOST
But what does confidence actually mean inside of a financial system? This is the whole episode.
Lynette ZangHOST
Confidence is the willingness to accept a promise without demanding settlement, without demanding that they deliver that promise.
18 MINS LATER
Lynette ZangHOST
We can help you acquire the physical gold and physical silver that supports what you want to accomplish.
Lynette ZangHOST
Because when does this confidence doom loop, where does it ultimately go? So I'd like you to look at what we've built.
Lynette ZangHOST
Collateral, do I trust the asset? Intermediary, do I trust the path? Liquidity, will somebody still transact with me? And confidence, do I still trust the promise itself? Next, we're going to be talking about the real economy, where all four land in your life and impact you.
Lynette ZangHOST
Because once people stop trusting the promise, telling you, that's when the behavior changes.
Georges DyerHOST
I'm George Dyer.
Georges DyerHOST
Today, we have another in our series on the Handbook of System-Level Investing, and I'm joined by Dirk Schoenmaker and Willem Schramade, who wrote Chapter 4, which is titled A Real Economy Approach to Integrated Investing in Portfolio Management.
Georges DyerHOST
And we also have Bill Burkhart back as a co-host for this one.
Georges DyerHOST
Bill, of course, leads TIP and is one of the editors of The Handbook.
Georges DyerHOST
Pleasure to be here.
William BurckartHOST
Yeah.
Georges DyerHOST
So Derek Willem, your chapter in The Handbook is titled A Real Economy Approach to Integrated Investing and Portfolio Management.
Georges DyerHOST
And you open it up by talking about the symbiotic relationship between pension investing and the real economy.
MichaelHOST
It hasn't.
MichaelHOST
But it illustrates the way financial expectations, investment decisions, and the real economy are connected, and it brings us to another important connection.
MichaelHOST
You may not own shares directly, but you may own them indirectly.
MichaelHOST
If you have a workplace pension or a retirement savings plan, some of that money may be invested in shares, not necessarily South Korean shares, but potentially in companies exposed to the same global investment cycle.
speaker_1HOST
I know you guys already proved that this entire architecture works for mortgages, but I'm curious if this also applies to different types of financial systems and, like, what you think that first new industry, new financial system will be that's going to be completely rebuilt this way.
Andrew WangGUEST
A lot of what we are focused on today is, you know, the real economy and things that already exist.
speaker_1HOST
Mm.
Andrew WangGUEST
Uh, what I think is really interesting about what we will now proliferate is a little bit what, what Linos is saying.
Andrew WangGUEST
Now, I'm not gonna get into all the details 'cause it's actually quite complicated, but I think what's really important is that if you look at that one simple example, it's a necessary thing for society.
Andrew WangGUEST
It's a thing that otherwise is, um, super risky, and if it weren't for the fact that someone built a business infrastructure around it, you wouldn't actually be able to promote that type of business.
Andrew WangGUEST
And so it's one of many examples in the, you know, realm of business, uh, lending, right, where with the right servicing, you can actually make these loans possible, and with the right loans, you're basically promoting the real economy.
speaker_1HOST
Awesome.