Kees and Lex are concerned about the ECB's focus on climate policy. According to Lex, the ECB's primary objective is to ensure price stability. With climate policy, the ECB is encroaching on political territory, which puts pressure on the ECB's independence.
Lex notes that there is a similar trend going on in pension funds: according to him, people should be given the right to choose their own pension. According to Kees, there must be better communication and it must be explained to people what the consequences are of the choices that are made.
Of course, we also ask Kees and Lex (perhaps against their better judgment) what they think of the new record prices in gold and bitcoin. But they also give their opinion on the freezing of Russian assets, the position of the dollar and the weak geopolitical role of Europe.