ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "“Is the EU on the Right Track?”, Wolfgang Munchau, Eurointelligence"
Episode Synopsis
David Osman of the IRF is joined by Wolfgang Munchau, the Founder of Eurointelligence.
----more----
In this podcast, Wolfgang Munchau assesses the outlook for Russia’s attritional war on Ukraine from a European perspective and discusses how it is likely to end. Wolfgang notes that the Ukraine war, and other global developments, have had a profound impact on Germany’s export-orientated economy, where the manufacturing sector now needs to evolve and adapt to changing geopolitical and technological circumstances. He points out that these factors are hampering the growth potential in Germany and across the EU.
Wolfgang then considers both the successes and the failures of the Euro single currency over the past 25 years. Looking forward, he indicates how the Euro is likely to perform from hereon in conjunction with the probable stance of the ECB’s monetary policy. Wolfgang also assesses what is at stake from the result of this year’s elections to the European parliament. In addition, he highlights the investment opportunities in Europe’s venture capital sector, but warns against investing in some of the large established companies in the automobile and chemical sectors.
Wolfgang Munchau founded Eurointelligence in 2006 and is widely considered one of the world’s foremost experts on the Eurozone. Eurointelligence provides a specialist service for news and analysis of the EU and eurozone in a global context. Their flagship product, Eurointelligence Professional, offers filtered and time-saving access to important information from a wide network of national and international sources.
----more----
In this podcast, Wolfgang Munchau assesses the outlook for Russia’s attritional war on Ukraine from a European perspective and discusses how it is likely to end. Wolfgang notes that the Ukraine war, and other global developments, have had a profound impact on Germany’s export-orientated economy, where the manufacturing sector now needs to evolve and adapt to changing geopolitical and technological circumstances. He points out that these factors are hampering the growth potential in Germany and across the EU.
Wolfgang then considers both the successes and the failures of the Euro single currency over the past 25 years. Looking forward, he indicates how the Euro is likely to perform from hereon in conjunction with the probable stance of the ECB’s monetary policy. Wolfgang also assesses what is at stake from the result of this year’s elections to the European parliament. In addition, he highlights the investment opportunities in Europe’s venture capital sector, but warns against investing in some of the large established companies in the automobile and chemical sectors.
Wolfgang Munchau founded Eurointelligence in 2006 and is widely considered one of the world’s foremost experts on the Eurozone. Eurointelligence provides a specialist service for news and analysis of the EU and eurozone in a global context. Their flagship product, Eurointelligence Professional, offers filtered and time-saving access to important information from a wide network of national and international sources.
More episodes of the podcast The IRF Podcast
“Risks & Mispriced Opportunities in the Global Financial Markets”, Helen Thomas, Blonde Money
16/10/2025
“Is US Economic Policy on a Sustainable Track?”, Dimitris Valatsas, Auroa Macro Strategies
17/09/2025
“Is the Outlook for Global Financial Markets ‘Tariffying’ or ‘Tariffic’?”, Ron William, RW Advisory
14/08/2025
In God we trust