All Episodes
Odd Lots — 48 episodes
Lev Menand and Nathan Tankus on Why Fed Independence Is Now Hanging by a Thread
Why Soccer Analytics Works Like Volatility Arbitrage Trading
NY Governor Kathy Hochul on Her One Year Data Center Moratorium
Why AI Might Actually Create More Work for Lawyers
The Korean Levered ETFs Shaking Markets All Around the World
One of the World's Largest Hedge Funds on Its 86x Growth in Token Spending
These Are the Sharps Actually Making Money on Prediction Markets
How a Major Grocery Store Chain Can Dramatically Lower the Cost of Food
What Dan Wang Saw on His Last Trip to China
Baidu's CFO on How It Became a Full-Stack AI Player
How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms
Rory Johnston on Why His $200 Oil Prediction Didn't Turn Out Right
How the 1994 World Cup Transformed the Business of Football Forever
Grace Shao on What the World Should Know About Chinese AI
How Substack Creators Are Covering This Strange Markets Era
Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier
Jeremy Grantham on How to Tell If a Bubble Is About to Burst
The Iran War’s Lasting Scars Across Asia
Carmen Li's Plan to Build a Futures Market for Compute
Anjney Midha's Plan to Radically Lower the Price of Compute
How a Vibecoded Newsletter Is Making the Hay Market More Transparent
Why Tomatoes Are the Most Expensive They've Been in Four Decades
How CoreWeave Sees the Market for Compute Right Now
Why Susquehanna Is Building a Prediction Markets Business
Inside Hudson River Trading's Blistering Token Burn
Goldman Sachs CEO David Solomon on Running a Bank in the Age of AI
The Hidden Plumbing of Commodity Finance
How the Invention of Rope Gave Us Modern Civilization
Gita Gopinath on Why Interest Rates Have Surged All Around the World
Brendan Greeley on the Real 500-Year History of the Dollar
What It Takes to Run One of London's Most Popular Pubs
Architect Norman Foster on Why the West Struggles to Build Big
'The Assassin' Fahmi Quadir on How to Survive as a Short-Seller
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks
Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense
Stripe's John Collison on How Agentic Commerce Will Reshape the Internet
Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back
Martin Wolf on the 'Terrifying' Superpower That the US Wields
Samanth Subramanian on the Undersea Cables That Keep the Internet Alive
The Bank of England's Megan Greene on Monetary Policy in a World of Supply Shocks
Mariana Mazzucato Thinks We Need More Moonshots
How an American City Can Become a Manufacturing Hub
How Baltimore's Mayor Is Fighting the City's Vacant Housing Crisis
Inside the Booming Market for Dinosaur Fossils
How Taiwan Became the World's Most Perilous Geopolitical Chokepoint
BlackRock's Rob Goldstein on the Next Megatrends in Finance
36: How A Quant Saw Huge Changes That Took Place on Wall Street