Episode 08 – The Art of Predicting Recessions, with Paul Hodges

Matthew speaks to Paul Hodges, former Executive Director of ICI, one of the world’s largest chemicals companies. We talk about a lot, but the main thing is this: contrary to popular beliefs, the upcoming global recession is NOT directly because of COVID19. Listen to learn more about this and the following:

·        Past recessions predictions

·        Upcoming downturn

·        Pending age demographic cliff

·        Oil price crash

·        Business opportunities in the new normal

·        Much more

Paul can be found here and the resources he shared:

Paul’s Book: Boom, Gloom and the New Normal  https://amzn.to/2Cduz2d

Blog: https://www.new-normal.com/blog/

Sign up for Pauls Free Newsletter, its worth its weight in gold.


Additional Reading:

Peter Zeihan https://zeihan.com/newsletter/

Enjoy the show!