Episodes (Page 7)
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Adam Posen predicts inflation will surge back to 4%.
Adam Posen
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Prediction markets are rapidly expanding to cover a vast array of events.
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Ricardo Hausmann analyzes Venezuela's economic collapse.
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Tokenized real-world assets have grown eightfold to over $30 billion in equities, fixed income, private assets, and real estate in under three years
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Charlie McElligott on recent market volatility and 'SaaSpocalypse'.
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Kevin Warsh's nomination as Fed Chair has major market implications and raises questions about the Chair's actual role in setting policy, communicating with board members, and balancing independenc...
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China's dominance in rare earth metals processing gives it significant leverage in trade negotiations despite not having natural resource advantages, due to decades of building industrial infrastru...
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Yi-Ling Liu challenges Bill Clinton's prediction that the internet would liberalize China, showing instead how China successfully controlled content behind its 'Great Firewall' while the US interne...
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Andy DeVries questions the data center demand for AI.
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All metals, from industrial copper to gold with few industrial uses, have surged dramatically in 2025, driven by multiple factors including massive buying in China
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Kevin Warsh's nomination as Fed Chair is controversial due to his history of getting major calls wrong during the GFC era and aligning monetary policy views with partisan political considerations
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Jeff Kazin and Mike Rohlfsen, former Cargill executives, discuss the practical challenges of operating agricultural businesses in Venezuela and Ukraine including dollar shortages, corruption, and s...
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Bill Demchak, CEO of PNC Financial, discusses how mega-banks maintain competitive advantages through scale and consolidation while PNC continues building physical branches despite industry consolid...
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Michael Zawadzki from Blackstone Credit explains how the private credit asset class grew substantially from its origins, driven by regulatory changes pushing lending away from traditional banks
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Unusual market moves
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Claude Code has generated excitement in the tech industry for its AI-assisted coding capabilities, with some asking whether it represents progress toward AGI
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Iran faces severe civil unrest amid a virtually complete news blackout caused by government internet shutdowns, making external assessment of protest scale and market conditions extremely difficult
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Growing electricity and energy demand presents a significant investment opportunity, but disagreement exists about which sectors will capture the most value
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The traditional 60/40 stock-bond portfolio suffered significantly during the 40-year high inflation period, calling into question whether this simple allocation strategy remains viable
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The Trump administration escalated pressure on the Federal Reserve by serving Powell with a DOJ subpoena for potential criminal charges, which Powell characterized as political retaliation for rate...