十年换七个首相:英国的问题在金融

英国十年换了七个首相。从卡梅伦到特雷莎·梅,从特拉斯到斯塔默,每一任上台时雄心勃勃,下台时什么也没做成。问题不在政治制度,而在金融化——英国国债的持有者不再是国内的"耐心资本",而是一群以美国杠杆对冲基金为主的投机客。他们借钱买国债,再加一百倍杠杆,市场一有风吹草动就抛售跑路。

这期视频从英国国债持有者结构的根本变化切入,追溯英国金融资本如何从1950年代主动钻进美元体系的陷阱,到今天财政主权被彻底消解的过程。最后和美国做比较——美国实力更强,还能扛,但病根是一样的。

理解英国的困境,比嘲笑英国的混乱更有意义。 Receive SMS online on sms24.me

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