The podcast episodes explore the global economic consequences of the escalating tech war between the U.S. and China. The first episode 'The Intelligence: The next stage of the tech wars' delves into the impact of this conflict on the semiconductor and green energy sectors, warning of potential global impacts like slower growth and the fragmentation of supply chains.

The second episode 'Japan finally raises interest rates' notes that Japan's move to end its negative interest rate policy, as the world's fourth-largest economy, could also have significant global economic repercussions.

Together, these episodes highlight how the tech rivalry between the U.S. and China, as well as the shifting monetary policies of major economies, have the potential to significantly impact the global economy.