Podcast
6 articles tagged bto – der Ökonomie-Podcast von Dr. Daniel Stelter.
An analysis of the historic 25 billion euro deficit in German municipal finances. The episode examines the case study of Erlangen, highlighting how misaligned climate investments, volatile tax revenues, and structural social spending have led to near-insolvency. It outlines the urgent need for fiscal realism and the enforcement of the connexity principle.
An executive analysis of Professor Barry Eichengreen's framework for public debt, emphasizing that debt sustainability depends on growth relative to interest rates rather than absolute levels. The discussion highlights the limitations of Modern Monetary Theory, the critical role of political stability in fiscal policy, and the necessity of investing in human capital and infrastructure to ensure long-term economic resilience.
An analysis of the ZEW Future Ratio, a new metric for assessing forward-looking public spending. The study reveals a strong correlation between high debt levels and low future-oriented investment across the EU, with Germany facing a critical window to reform its fiscal structure before entering a debt spiral.
An analysis of Germany's declining capital stock, missed investment targets, and the resulting erosion of productivity. The episode explores the gap between political rhetoric and fiscal reality, highlighting the urgent need for structural reform, digital infrastructure, and a shift from preservation to innovation-driven industrial policy.
An analysis of Germany's structural job losses and the need for pro-competitive industrial policy. Expert insights on the gold bull market driven by central bank diversification, debt sustainability concerns, and the shift from the traditional 60/40 portfolio model.
An analysis of the resurgence of geoeconomics, examining how trade, finance, and technology are weaponized by great powers. Insights from Columbia Business School on the limits of unilateral coercion and the strategic necessity of allied coordination in maintaining global economic stability.
