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David Lubin

Senior Research Fellow in Chatham House's Global Economy and Finance Programme, providing analysis on energy markets, inflation, and economic policy implications of geopolitical shocks.

Top 5 podcasts with David Lubin

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32 snips
Apr 4, 2025 • 29min

Are Donald Trump's tariffs the end of globalization?

Jason Furman, former Chair of the Council of Economic Advisers under Obama, and David Lubin, an expert at Chatham House, delve into the ramifications of Trump's new trade tariffs. They discuss the potential job losses in U.S. manufacturing and the broader implications for global trade dynamics. The duo examines the influence of tariffs on currencies and inflation, particularly focusing on how China's economy is responding. They highlight the critical need for nations to rethink trade policies to boost globalization amidst rising autarky.
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10 snips
Dec 15, 2025 • 40min

Trump Year One – China's economic rivalry with the US is here to stay

Join experts David Lubin, Senior Research Fellow at Chatham House, Marion Messmer, Director of the International Security Programme, and Yu Jie, a specialist on China, as they dissect the geopolitical landscape post-Trump's first year. They explore surprising shifts in US foreign policy, the rebirth of the Monroe Doctrine, and the complexities of US-China relations. The panel debates the likelihood of conflict, examines China's strategic priorities, and assesses the implications for smaller nations caught between superpowers. Expect insights into global trade tensions and future geopolitical tests!
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Mar 27, 2026 • 30min

Iran war: regional shock or global crisis?

Grégoire Roos, director for Europe, Russia and Eurasia at Chatham House, brings regional security insight. David Lubin, senior research fellow on global economy and finance, focuses on energy and inflation. They debate the scale of the Iran conflict, risks to energy and other supply chains, Europe and US policy limits, shifting geopolitical winners, and how longer-term spending and green investment might be affected.
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Apr 24, 2025 • 30min

Is the US dollar losing its dominance?

Joining the conversation are David Lubin, a senior research fellow at Chatham House with a background in emerging markets investing, and Isabelle Mateos y Lago, chief economist at BNP Paribas, formerly with the IMF. They dive into the shifting dynamics of global finance, questioning if the U.S. dollar is losing its dominant status amid rising alternative currencies. They discuss the geopolitical ramifications of China’s strategic financial moves, America’s tariffs, and what these changes mean for the future of economic power and stability.
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Mar 21, 2025 • 33min

How closely is China watching the US?

In this discussion, Yu Jie, a senior research fellow at Chatham House, William Matthews, a security expert, and David Lubin, an economist, dive into China's view of the U.S. under Trump. They analyze China's shifting diplomatic strategies and military ambitions amid U.S. policy changes. The conversation also touches on the risks of economic decoupling, tariffs, and how these factors influence global trade dynamics. They further explore the implications for AI technology and international relations as tensions rise.

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