The Dip

Odcinki

• 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.
• 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.
• 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.
• 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.
• 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.
• 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?
• 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?
• 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.
• 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.
• 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.
• 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.
• 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.
• How AI entered the War Room, with ex-OpenAI board member, Helen Toner. Plus: Europe's next energy crisis 20.03.2026 33min

  When AI helps shape deadly outcomes, who is responsible? And: Is Europe ready for its next energy price shock?
• Oil prices whiplash as US-Iran war sparks historic reserve release 13.03.2026 58min

  Oil markets are whiplashing as conflict spreads across in the Persian Gulf, turning crude into the world’s most powerful geopolitical pressure point. Prices are swinging wildly. Now, the IEA announced a historic release of 400 million barrels of reserves. But will it slow down the spiraling oil and gas prices?
• Iran war sends shock waves through global economy & Hollywood turns to the gaming industry for new IP 06.03.2026 1godz 8min

  US strikes in Iran trigger a shock: Prices jump. Markets panic. The epicenter is in the Gulf region — but this wave won't stop at the shoreline.
• How economic warfare is changing the world 27.02.2026 59min

  Economic warfare is reshaping trade and tech. In this episode, Edward Fishman, author of Chokepoints, explains the dollar’s power, Trump’s tariff setback, China’s leverage, and why Europe is still chasing economic security.
• India's plan to take the lead on AI, and Germany's defense ramp up 20.02.2026 38min

  India’s AI Impact Summit ends with $210B in data-center pledges but experts warn automation could hit India’s IT jobs. Meanwhile, Germany explores a European nuclear deterrant.
• Crypto Gambling or Forecasting Tool? The Polymarket Debate 13.02.2026 51min

  Polymarket is growing fast, allowing people to bet on politics and global trends. Supporters call it a tool for understanding public sentiment, while critics warn of misinformation, manipulation, and financial risks.
• Why the West can't quit China 06.02.2026 1godz 3min

  Can the West break free from China's grip on critical minerals and space tech? A reality check on America's new alliance and Europe's struggle to catch up in satellites and launch capabilities.
• How the US is beating China in the AI race — at least, for now 30.01.2026 42min

  AI investment in the United States is nearly quadruple what China saw in the same decade. But what will the next decade hold? Meanwhile gold prices are rocketing up yet again.