Ones and Tooze

Adam Tooze, Columbia history professor and economics columnist, brings wide-ranging analysis to the Iran war's fallout. He discusses Gulf states' differing roles, Dubai's commercial resilience, why Gulf oil exporters invest in renewables, and how China and airlines may be affected. Short, sharp takes on global coalitions, supply-chain risks, and who wins or loses economically.

Adam Tooze, Columbia history professor and foreign policy economics columnist, offers sweeping analysis of Iran’s escalation and global oil market shocks. He explores Strait of Hormuz risks, war insurance costs, and Iran’s strategic advantages. He then turns to Jürgen Habermas, outlining his ideas on the public sphere, communicative action, and critiques of technocracy.

Adam Tooze, Columbia professor and Foreign Policy economics columnist, offers sharp historical and economic perspective. He unpacks China’s new five‑year plan, its modest 4.5% growth target, and how planning shapes projects, green goals, and tech priorities. He also touches on demographics, housing risks, and why planners frame targets as realistic rather than crisis‑driven.

A deep look at how a U.S.–Israeli war on Iran could spread across the region and reshape global markets. They discuss munitions limits, costly missile defenses, and the offense versus defense imbalance. Energy risks for oil, gas and fertilizer markets get attention, along with broader regional economic fallout and the strategic posture of China.

A deep conversation about what a U.S. war with Iran might actually look like, from missile math and interceptor shortfalls to risks of mining the Strait of Hormuz. They walk through military options, retaliation scenarios, and how intelligence blind spots shape decisions. The discussion also covers naval vulnerabilities and how China and Russia might respond.

A sharp rundown of tariff impacts, immigration shifts, and large federal workforce cuts in year one of a new administration. They trace how these moves affected manufacturing, tax processing, and housing affordability. The conversation also covers crypto's political role and a country report on Dutch politics, labor patterns, and chip-industry strengths.

A deep dive into Big Tech pouring roughly $650 billion into AI and what that capital shock means for growth and local economies. Discussion of whether this investment is a short-term boom, a bubble, or a transformative shift with uneven winners. A separate look at Germany’s years of stagnation, political responses, and shifting European industrial and defense alignments.

They unpack the Super Bowl as a cultural and economic phenomenon with discussions of military flybys, viewership demographics, and the social effects of football. Then they shift to newly released Jeffrey Epstein files, tracing his money, philanthropic access, and the elite networks and moral contradictions that surrounded him.

A look at recent top-level removals in China's military and what they signal about power and instability. Discussion of PLA spending, modernization and the 2027 readiness timeline. Examination of doctrinal fights, joint operations reforms and lessons drawn from Russia-Ukraine and drone warfare. A shorter segment on Lombardy and Milan's economic and cultural roles.

In this engaging conversation, Adam Tooze, a history professor and insightful foreign policy columnist, reports live from Davos. He shares the tense atmosphere surrounding U.S.-European relations, sparked by Trump's bewildering speech, which included a peculiar demand for Greenland. Tooze explores the implications of MAGA's focus on Europe, corporate caution, and the balance of power in liberalism. He also discusses why selling U.S. Treasuries as leverage wouldn’t work and highlights the complexity of Davos' influence in these turbulent times.