Notable Guests
AA
Ajmal Ahmady
1x
AR
Alison Roman
1x
BS
Brad Setser
1x
BH
Byrne Hobart
1x
CJ
Corporate Japan
1x
DG
David George
1x
DS
David Shor
1x
DP
Declining Population
1x
GB
Greg Brew
1x
GB
Gregory Brew
1x
AP
Adam Posen
1x
Recent Episodes
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Scott Bok, former Greenhill CEO, explains investment banking.
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AI writing is often clean, persuasive, and informative.
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Oil prices surged due to the Iran conflict, with potential for further increases.
Javier Blas
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NASA's Artemis II mission faces funding challenges and competition from private companies.
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Marco Argenti discusses Goldman Sachs' current AI deployment and internal tools.
Marco Argenti
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Anthropic's models were reportedly used in the Iran war, despite objections to autonomous weapons.
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Helium shortage impacts semiconductors and industrial uses, not just balloons.
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Markets react intensely to headlines and social media posts, causing rapid investor repositioning.
Ozan Tarman
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War in Iran disrupts oil flow, impacting petrochemical feedstocks.
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David Shor and Byrne Hobart discuss AI's potential impact on white-collar jobs.
Byrne Hobart
David Shor
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Dubai's luxury boom fueled by wealthy influx and oil money.
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Francine Lacqua explores the essence of successful leadership.
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Geopolitical turmoil prompts investors to seek safe havens for their money.
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Greg Brew discusses the prolonged war in Iran and its impact on energy.
Greg Brew
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War in Iran increases energy and fertilizer costs for farmers.
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Iran war disrupts global natural gas supply from Qatar's massive field.
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War in Iran depletes US missile stockpiles significantly.
Tom Karako
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Iran war drives up global oil prices, impacting China.
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Cyberwarfare blurs lines between physical and digital infrastructure.
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Iran war exacerbates global fertilizer crisis, impacting food production.