Episodes (Page 25)
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James van Geelen discusses current thematic investment opportunities.
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Joseph Stiglitz on building resilient supply chains against shocks.
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MMT suggests government spending is limited by resources, not deficits.
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Lumber prices have fallen significantly during peak homebuilding season.
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Embraer, a Brazilian company, is the third-largest commercial jet maker.
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Brad Jacobs aims to reshape the building supplies market with QXO.
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Explores the feeling that society is 'going crazy' globally.
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Economist warns of a potential Federal Reserve policy error.
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Examines how China became a manufacturing hub for Western goods.
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US stocks have performed strongly despite interest rate expectations.
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CoreWeave is a rapidly growing company building AI datacenters.
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Addresses the difficulty of building and completing projects in America.
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Financial markets grapple with cross-border transaction friction and currency instability.
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S&P 500 shows steady gains while individual stock volatility remains high.
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Exploring the daily life and strategies of a 'degen' crypto trader.
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Indonesia's dominance in nickel production fuels global supply, especially to China.
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Elon Musk's SpaceX achieves unprecedented dominance in outer space technology.
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GLP-1 drugs like Ozempic pose a challenge to the high-calorie snack industry.
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Kyla Scanlon analyzes economic 'vibes' and trends on social media.
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US wind power industry faced cancellations and reassessments due to costs.