All Episodes

Trump-Xi + Mutually Assured Disruption + Boeing, Beef, and Beans

Are Prediction Markets Forecasting Tools or Virtual Casinos?

K-Shaped Economies + Affordability Crisis + Trump vs. Mamdani Populism

Is the Gulf Still the Capital of Capital? + How War Could Hurt America’s Tech Funding

The Hormuz Shock + Why the Fed is “On Hold”

The Oppenheimer of AI + Mailbag Contest Winners

Private Credit's Black Box + Why It's Not 2008 (But Still Risky)

U.S.-China AI Race Escalates + Chip Bans Aren’t Working + A Lesson From Nuclear Proliferation

Iran War Spirals + Oil Shocks Keep Coming + China’s Advantage

Introducing The Spillover

Adam Smith’s “The Wealth of Nations” Turns 250 + Free Markets Face Off Against Industrial Policy

Iran War Ignites Oil-Shock Stagflation Fears + Who Really Controls the Energy Market?

The AI Bubble + The Productivity Paradox + India’s AI Summit

U.S. Supreme Court Rules Against Trump’s Tariffs

The “European Onion” + China, Brazil, and India Take On MAGA

Japan’s Heavy Metal PM + Political Threats to Markets + China’s Sad Horse