The Dip

Épisodes

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  Why is Europe still dependent on the US for defense? 14.08.2026 27min

  EU countries are expected to spend €454 billion on defense this year. But how dependent is the EU still on the US?
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  Can the West Compete with China's Industrial Machine? 07.08.2026 28min

  For years, Western policymakers warned about a new "China Shock" as Chinese exports flooded global markets. Now Beijing is pushing back with a new message: stop seeing China as a threat and start seeing an opportunity.
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  Europe's Economy: Recovery at Last or Just a Temporary Rebound? | The Dip Podcast 31.07.2026 26min

  New Data suggests that the eurozone could be returning to growth. A remarkable set of data, but there are many boobytraps for Europe ahead – one of the biggest ones is energy.
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  Can Europe build its own Pix? 24.07.2026 26min

  Brazil's Pix transformed the country's payments system in just five years, becoming the most widely used way to transfer money. It's fast, cheap and has become a source of national pride. But its success has also drawn c
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  Has Europe regulated itself to death? 17.07.2026 24min

  Daniel speaks with former EU trade commissioner Cecilia Malmström and competition economist Cristina Caffarra about whether Europe’s rulebook is protecting citizens or holding back growth. At stake is whether Europe can compete with the United States and China without giving up the values that define its economic model.
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  How VW's crisis could reshape the global car industry 10.07.2026 21min

  Volkswagen’s reported plans for deeper job cuts and possible German plant closures have turned into a warning sign for the wider car industry. The company is being hit by weaker demand, high costs, US tariffs and tougher competition from Chinese electric carmakers. VW has not publicly confirmed the reported cuts, saying the issue will go through its internal decision-making process.
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  Russia’s oil empire under pressure: Can Putin still afford the Ukraine war? | The Dip Podcast 03.07.2026 28min

  Russia is one of the world's largest oil producers, so why are fuel prices inside Russia soaring to record highs? As Ukrainian drone strikes target Russian refineries and energy infrastructure, cracks are appearing.
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  Software: The global race Europe cannot afford to lose 28.06.2026 21min

  Europe's traditional big industries are struggling. Software and AI don't suffer from tariffs or logistical shocks. So could Europe put its economic hopes in software?
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  Who’s really benefiting from the Iran-US ‘deal’ 19.06.2026 23min

  The dust is settling after a new US-Iran deal, but one question still matters: is this economic crisis over? Oil prices have decreased on the news that a Memorandum of Understanding was signed by the two countries, but that MOU is still lacking details and leaves a lot to the imagination. Critics are now asking whether the biggest winner when it comes to cold, hard cash, is actually Tehran.
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  The EU’s $2 Trillion Taiwan Problem 12.06.2026 47min

  A conflict over Taiwan wouldn’t just be a regional crisis, it could wipe $2 trillion off Europe’s economy in a single year. That’s worse than the financial crisis from 2008 or Covid.
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  Business as usual: The German-Russia tie that won't die 05.06.2026 22min

  Could German companies return to Russia? We speak with Andreas Jahn (German Association for SMEs) and Russia expert John Lough about collapsing trade, rising risks, and whether business with Russia still makes sense.
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  How Ukraine built its drone mega-industry from scratch 29.05.2026 36min

  Ukraine is scaling drone warfare at an unprecedented pace, using low cost systems to strike far beyond the frontlines and shift the fight from manpower to machines. A fast growing, decentralized production network, backed by the state and shaped by battlefield feedback, is driving this transformation.
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  Could Chinese tech shut Europe down? 22.05.2026 36min

  Could Chinese-made tech threaten Europe’s power grids, cars and homes? The Dip unpacks hardware backdoors, solar inverters, robot vacuums and the fight for digital sovereignty.
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  Why German companies are pivoting to defense 13.05.2026 43min

  Germany now already has more production capacity for conventional ammunition than the United States. Will this help the sector, which has been struggling for years?
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  Is the data wrong? Why we could already be in a global recession 05.05.2026 42min

  The numbers say we're not yet in recession but the data could be hiding a nasty reality. On this episode of The Dip, we’re looking at the risks to Europe with Guntram Wolff from the Bruegel Institute and the Americas with Ricardo Hausmann, all to answer the question: Are we already in a recession?
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  Can Europe finally ditch US Tech? 24.04.2026 42min

  Technology has become a geopolitical battleground, and France’s decision to move millions of government computers off Microsoft Windows highlights Europe’s concern over dependence on US tech firms for infrastructure.
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  The 'polycrisis' the world is ignoring and what financial leaders are bracing for in the middle of an oil-crisis 17.04.2026 33min

  A tangle of economic shocks, supply‑chain fractures and energy disruptions are now feeding into each other. In this episode of The Dip, we break down what this moment reveals about the fragility of the global system.
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  The business case for space and why small modular reactors could change everything about nuclear energy 10.04.2026 50min

  Around the world, governments and businesses are spending billions on space travel. Critics call this investment simply vanity projects. But, our guest says it's all going to pay off. Plus, we look at how small modular nuclear reactors are quietly emerging from the shadow of nuclear energy's past disasters.
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  Why China is winning the Iran war, plus the impact of the conflict on the cost of housing 03.04.2026 54min

  Oil prices are surging as President Trump threatens to invade a key Iranian oil export hub. But China may be better prepared than anyone expected and could come out ahead.
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  How conflict is driving food prices, plus Iran's war economy explained 27.03.2026 54min

  The Iran war is driving up oil, fertilizer, and food costs, with ripple effects from the Strait of Hormuz to farms, supermarkets and Iran's own economy.