Carsten Bonde Pedersen
@insightview.eu
Global Political and Macroeconomic Analysis
Located in Denmark
Located in Denmark
The US tech rally rests on two key assumptions: (1) historic investments in AI will secure rising EPS, and (2) Trump guarantees no regulatory barriers to the development of AI. Both assumptions are under pressure: (1) China is commoditising AI, and (2) Trump is facing growing political opposition.
November 9, 2025 at 4:38 PM
The US tech rally rests on two key assumptions: (1) historic investments in AI will secure rising EPS, and (2) Trump guarantees no regulatory barriers to the development of AI. Both assumptions are under pressure: (1) China is commoditising AI, and (2) Trump is facing growing political opposition.
De seneste dronekrænkelser i DK rejser spm, om Forsvaret, Politiet og Trafikstyrelsen har en effektiv ansvarsfordeling. Hvad blev der af et DK overvågningssystem for droner? Tænkes der tilstrækkeligt utraditionelt: hvordan opdager vi et fjendtligt fragtskib med 200 bevæbnede droner i lasten?
September 25, 2025 at 5:42 AM
De seneste dronekrænkelser i DK rejser spm, om Forsvaret, Politiet og Trafikstyrelsen har en effektiv ansvarsfordeling. Hvad blev der af et DK overvågningssystem for droner? Tænkes der tilstrækkeligt utraditionelt: hvordan opdager vi et fjendtligt fragtskib med 200 bevæbnede droner i lasten?
Insightview has talked to Mark Medish about US politics. Mark is a lawyer and policy consultant with extensive experience in government and international affairs. During the Clinton Administration, he served at the White House as Special Assistant to the President
www.insightview.eu/macro_articl...
www.insightview.eu/macro_articl...
August 9, 2025 at 8:08 AM
Insightview has talked to Mark Medish about US politics. Mark is a lawyer and policy consultant with extensive experience in government and international affairs. During the Clinton Administration, he served at the White House as Special Assistant to the President
www.insightview.eu/macro_articl...
www.insightview.eu/macro_articl...
I denne podcast [47 min.] har Insightview talt med tidligere topdiplomat og NATO-ambassadør, Michael Zilmer-Johns, om hvad Danmark og Europa skal gøre i forbindelse med, at det transatlantiske samarbejde er under pres, hvad angår det militære og handelsmæssige område.
insightview.eu/macro_articl...
insightview.eu/macro_articl...
April 4, 2025 at 2:39 PM
I denne podcast [47 min.] har Insightview talt med tidligere topdiplomat og NATO-ambassadør, Michael Zilmer-Johns, om hvad Danmark og Europa skal gøre i forbindelse med, at det transatlantiske samarbejde er under pres, hvad angår det militære og handelsmæssige område.
insightview.eu/macro_articl...
insightview.eu/macro_articl...
If the Arctic region is so militarily vulnerable, and the Chinese and Russians are so dangerous, then why on earth is the United States not building more military bases in Greenland? And why has the US reduced defence spending under previous presidents, including Trump 1.0?
March 28, 2025 at 6:48 PM
If the Arctic region is so militarily vulnerable, and the Chinese and Russians are so dangerous, then why on earth is the United States not building more military bases in Greenland? And why has the US reduced defence spending under previous presidents, including Trump 1.0?
That concludes today's announcements from the White House—until the sun rises in Washington. See also the six minutes interview with Canada's former FM www.cnbc.com/video/2025/0...
February 5, 2025 at 9:47 AM
That concludes today's announcements from the White House—until the sun rises in Washington. See also the six minutes interview with Canada's former FM www.cnbc.com/video/2025/0...
Europe must pick up the pace - or increase productivity significantly (=> boosting infrastructure investments) - to prevent declining activity in the coming years because of adverse demographics
November 28, 2024 at 8:39 AM
Europe must pick up the pace - or increase productivity significantly (=> boosting infrastructure investments) - to prevent declining activity in the coming years because of adverse demographics
China faces significant structural problems that can only be resolved through structural reforms aimed at reducing excess capacity. In addition, the country is grappling with “Japanification” (demographic headwinds). Xi Jinping’s ideological approach hinders these solutions.
November 17, 2024 at 3:50 PM
China faces significant structural problems that can only be resolved through structural reforms aimed at reducing excess capacity. In addition, the country is grappling with “Japanification” (demographic headwinds). Xi Jinping’s ideological approach hinders these solutions.
Beijing used eight years to prepare for Trump 2.0 and his "empty" threats by boosting self-sufficiency and its military - but is the United States ready for a hawkish response from China? The United States will need allies more than ever, yet they are currently being thrown overboard.
November 15, 2024 at 3:11 PM
Beijing used eight years to prepare for Trump 2.0 and his "empty" threats by boosting self-sufficiency and its military - but is the United States ready for a hawkish response from China? The United States will need allies more than ever, yet they are currently being thrown overboard.
Trumponomics presents so many contradictions that financial markets will not suffer from a lack of volatility in 2025. These developments will substantially affect the global currency, bond, and equity markets insightview.eu/macro_articl...
November 13, 2024 at 12:10 PM
Trumponomics presents so many contradictions that financial markets will not suffer from a lack of volatility in 2025. These developments will substantially affect the global currency, bond, and equity markets insightview.eu/macro_articl...
Podcast interview with Camilla N S Sorensen: The EU's next major challenge - the strained relationship with 'Xi Jinping's China' insightview.eu/macro_articl...
May 29, 2024 at 8:41 AM
Podcast interview with Camilla N S Sorensen: The EU's next major challenge - the strained relationship with 'Xi Jinping's China' insightview.eu/macro_articl...
Podcast interview with Jacob Kaarsbo: ENGLISH transcript - Ukraine, Iran, China, Russia, Donald Trump and what awaits the EU countries in the coming time insightview.eu/macro_articl...
April 26, 2024 at 3:27 PM
Podcast interview with Jacob Kaarsbo: ENGLISH transcript - Ukraine, Iran, China, Russia, Donald Trump and what awaits the EU countries in the coming time insightview.eu/macro_articl...
EU viser langt om længe (måske) rygrad ifht #Kina. Det kræver samtale, hvis man skal undgå sammenstød, siger EU Chamber of Commerce in China. Lyt her: insightview.eu/macro_articl... #Kina #dkbiz #dkmedier
March 20, 2024 at 1:18 PM
EU viser langt om længe (måske) rygrad ifht #Kina. Det kræver samtale, hvis man skal undgå sammenstød, siger EU Chamber of Commerce in China. Lyt her: insightview.eu/macro_articl... #Kina #dkbiz #dkmedier
Hvad sker i Europa i fald USA forlader NATO? Interview med Sten Rynning, direktør for Danish Institute for Advanced Study
open.spotify.com/episode/3MX6...
open.spotify.com/episode/3MX6...
March 8, 2024 at 3:31 PM
Hvad sker i Europa i fald USA forlader NATO? Interview med Sten Rynning, direktør for Danish Institute for Advanced Study
open.spotify.com/episode/3MX6...
open.spotify.com/episode/3MX6...
“Wir haben das nicht geschaft” - Strikes and Berlin in disarray are reflected in yet another weak IFO survey, indicating a deeper recession in 2024 | www.insightview.eu/macro_articl...
January 25, 2024 at 3:01 PM
“Wir haben das nicht geschaft” - Strikes and Berlin in disarray are reflected in yet another weak IFO survey, indicating a deeper recession in 2024 | www.insightview.eu/macro_articl...
Kina (& EU) har alt at miste v. lukning af Suez-kanalen (eksporten skal være Beijing's redning af økonomien), men det er USA som beskytter deres interesser. Hvornår agerer Kina stormagt og beskytter sine øko. interesser i hvepsereden, Mellemøsten? USA bliver ikke ved.
January 3, 2024 at 5:38 PM
Kina (& EU) har alt at miste v. lukning af Suez-kanalen (eksporten skal være Beijing's redning af økonomien), men det er USA som beskytter deres interesser. Hvornår agerer Kina stormagt og beskytter sine øko. interesser i hvepsereden, Mellemøsten? USA bliver ikke ved.
The American economist asked, “How is the economy doing?” The Chinese economist answers, “Excellent! It’s doing much better than it will next year.” | China Security Agency Touts Economy After Key Policy Meeting www.bloomberg.com/news/article...
December 16, 2023 at 3:51 PM
The American economist asked, “How is the economy doing?” The Chinese economist answers, “Excellent! It’s doing much better than it will next year.” | China Security Agency Touts Economy After Key Policy Meeting www.bloomberg.com/news/article...
Podcast interview with Jacob F Kirkegaard, PIIE & German Marshall Fund: US isolationism is, historically, normal rather abnormal. Trump: "I am going to go after the people who went after me". Significant challenges for the EU regardless of who wins the US election | open.spotify.com/episode/5AFl...
December 8, 2023 at 7:15 AM
Podcast interview with Jacob F Kirkegaard, PIIE & German Marshall Fund: US isolationism is, historically, normal rather abnormal. Trump: "I am going to go after the people who went after me". Significant challenges for the EU regardless of who wins the US election | open.spotify.com/episode/5AFl...
EU Kommissionens Ursula von der Leyen siger til EU virksomheder: "de-risk nu eller få problemer senere". Hvad betyder det? Hvilke konsekvenser har det for os alle? Insightview.eu spørger EU-ekspert Anders Overvad fra Thinkeuropa - lyt her open.spotify.com/episode/6wGQ...
November 25, 2023 at 1:13 PM
EU Kommissionens Ursula von der Leyen siger til EU virksomheder: "de-risk nu eller få problemer senere". Hvad betyder det? Hvilke konsekvenser har det for os alle? Insightview.eu spørger EU-ekspert Anders Overvad fra Thinkeuropa - lyt her open.spotify.com/episode/6wGQ...