Lots More With Isabella Weber on Draghi's EU Competitiveness Report

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Odd Lots 33 min 7 speakers 4 chapters transcribed 1 month ago
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What is Mario Draghi’s EU Competitiveness Report and why does it matter now?

James Reed 0:00
Building a successful business is hard. Building one that lasts is even harder. The jobs market is tough. Industries are evolving. AI is advancing. How do you adapt and stay ahead? I'm James Reed, Chairman and CEO of Reed, and host of the All About Business Podcast. Every Monday, I sit down with founders, CEOs, and entrepreneurs who've built extraordinary businesses, the people who get things done. I ask them about the decisions that mattered, the risks they took, the mistakes they made, and what they'd tell you to do differently. Whether you're building a business, leading a team, or simply fascinated. By how successful people think. You'll hear honest conversations about the good, the bad, and the ugly of building something that lasts.
James Reed 0:45
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Unknown 1:04
Bloomberg Audio Studios Podcasts Radio News.
Tracy Alloway 1:12
Hello, how are you? It's so good to see you. It's nice to have Yeah, of course. It's nice to be able to do this in person as well. So I saw I think you tweeted it, but you're here for an event, right? With Adam too. Yes. We just had him on, uh his episode came out today. So this is like a nice a nice segue. Um you're gonna be sat right here.
Isabella Weber 1:37
I'm not gonna read from the notes, I just took some notes on the report because there's so much in there. I don't know. That's
Tracy Alloway 1:42
good, 'cause it's four hundred pages and I didn't read all of it. Joe, is there anything more European than Mario Draghi writing a four hundred page report on how to boost European productivity?
Joe Weisenthal 1:55
That's perfect. I did a deadlift. One, two, three.
Tracy Alloway 2:01
Okay, good. What's it? Uh barges.
Joe Weisenthal 2:05
This is an after school special, except
Tracy Alloway 2:07
I've decided I'm gonna base my entire personality going forward on campaigning for a strategic pork reserve in the US.
Joe Weisenthal 2:13
Where's the best with ink costin?
Tracy Alloway 2:15
These are the the important questions. Is it robots taking over the world? No, I th No,
Joe Weisenthal 2:18
I think that like in a couple of years the AI will do a really good job of making the Outlaws podcast. And people say, I don't really need to listen to Joe and Tracy anymore. We do have Cha Ching? The perfect guest?
Tracy Alloway 2:33
You're listening to Lots More, where we catch up with friends about what's going on right now.
Joe Weisenthal 2:38
Because even when the odd lots is over, there's always lots more.
Tracy Alloway 2:41
And we really do have the perfect guest. So that report came out this week and it was sort of long awaited. I think it was delayed in the end, which also seems very European, but it took a year to write. And it's all about how to make Europe more competitive.
Joe Weisenthal 3:00
Right. We talked about this a little bit on a recent episode with Adam Tos, some of the issues in German. There does seem to be a lot of anxiety about the state of the European economy in general, getting really squeezed on the manufacturing side, the energy side. Growth has been quite mediocre there, particularly if you compare it to the United States. I think there was a good chart in the Draghi report itself. Talk about at one point European was like fifty fifteen percent is big and the gap is widened versus the United States. It's not good. It doesn't seem good.
Isabella Weber 3:30
Oh yeah, Isabella, didn't you tweet that chart? I did. So look looking at that chart I think we can basically see that with every crisis there's a bit of a divergence between the US and Europe and it seems that the US is pretty good at bouncing back. Europe not so much, which has to do with the fiscal rules, I think.
Tracy Alloway 3:46
So we are here with Isabella Weber. She is, of course, an economics professor at University of Massachusetts Amherst. And she's been on the podcast a number of times. But it's interesting to see this report come out and actually touch on a number of topics that you have addressed through your work on pricing and shockflation.
Isabella Weber 4:10
Yeah, thanks so much for having me on. It's a great opportunity to talk shockflation in the report. Maybe looking at this uh divergence convergence thing twenty eight, twenty twenty, I think that the energy crisis actually looms very large here and the notion that was very prevalent in twenty twenty two in Germany that basically this is just like a little little shock that we can easily absorb that was very dominant in certain economics uh circles.

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