Episodes (Page 8)
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Jamee Moudud explores economic heterodoxy and 'Zohranomics'.
Jamee Moudud
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Companies increasingly opt to stay private despite market growth.
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Software companies face a 'SaaSpocalypse' due to AI fears.
Jared Sleeper
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AI drives massive demand for DRAM, causing price surges.
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China's Ministry of State Security targets foreign intellectual property.
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Adam Posen predicts inflation will surge back to 4%.
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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