Episodes (Page 37)
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Javier Blas explains the crucial role of commodity trading shops in the 'real' economy.
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David discusses food procurement challenges for residents in Shanghai's strict COVID-19 lockdown.
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Lily Francus analyzes the decline of meme stock mania after its peak in Spring 2021.
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Sam Bankman-Fried and Matt Levine discuss making money in the crypto space.
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The grounding of The Ever Forward highlights limitations in U.S. dredging equipment.
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James Frith discusses the challenges of securing the battery supply chain for EVs.
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Commodity prices are in a supercycle, but investment is hindered by a "volatility trap".
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Housing is now a micro story, impacted by supply chain issues.
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The world faces problems that money alone cannot solve, like energy transitions.
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Russia's invasion of Ukraine is reportedly hampered by a lack of wooden pallets.
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Bill Gross revolutionized bond investing by introducing trading strategies.
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Musicians are frustrated with Spotify due to royalty payment structures.
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Hugh Hendry discusses Europe's energy crisis and China's property market issues.
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Viktor Shvets argues against 1970s inflation parallels, suggesting deflationary risks.
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Russia's invasion of Ukraine severely disrupts global wheat supply and prices.
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Another Evergreen container ship, the Ever Forward, ran aground in Chesapeake Bay.
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Russia faces potential default on billions in debt.
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Ukraine invasion causes commodity market chaos.
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Soaring electricity prices drive search for alternatives.
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Concerns rise over cyber warfare with Russia.