1. The Golden Whale, 2023 in Crystal Balls, All the Chips in China

Philip Pilkington and Andrew Collingwood christen the pod by hashing over some of the week's biggest geopolitics stories.

Just who is the enormous whale biting chunks out of the global gold market?

Is China about to find a way to leapfrog the US advantage in high-end silicon chips? 

And then: most pundit predictions for 2023 seem to involve a minor recession - but are those analyses even over the target?