The Price of Money with Edward Chancellor (Summer Repeat)
Today, we are talking interest rates. The rate of interest, or the price of money, has a profound impact on the energy and commodities sector, influencing the cost of carry, the price of assets and in...
21 Heinä 0s
Solar Flares and Coronal Mass Ejections with Edl Schamiloglu (Summer Repeat)
In this episode, we discuss geomagnetic storms, extreme electromagnetic events known as coronal mass ejections that would destroy every satellite around the planet, wipe out power grids and most if no...
14 Heinä 42min
Whale Oil with Eric Jay Dolin (Summer Repeat)
In 1859, illumination throughout the major metropolises of the West was powered by whale oil. Whale oil was at the center of international trade (and trade disputes). Prices were at an all time high a...
7 Heinä 48min
De-Dollarization, Debasement & Diversification: Precious Metals with Nicky Shiels
Today we discuss gold, silver and the platinum group metals. What drove the huge run-up in prices for all of them in 2025 and into 2026, and was the US-Iran war just a setback to those prices or the e...
30 Kesä 47min
Data Centers aren't the bubble with Eugene McGrane
Today we return to the subject of data centers. Are we in the midst of a huge AI bubble? And building over capacity in data centers that are destined to end up as dusty sheds in the middle of nowhere ...
23 Kesä 55min
Why is oil so cheap? With David Wech
Today, we return to the subject of oil and the impact of the Iran War. How have flows and demand changed and why are prices so relatively low? Is this a function of great PR work on behalf of the US A...
16 Kesä 48min
Digital Assets and the Blockchain Renaissance with Joe Miscioscia
Today we return to digital assets, quant trading and blockchain infrastructure. Since we last checked in on the space in the wake of FTX's collapse, digital assets, crypto trading, blockchain infrastr...
9 Kesä 48min
The Great CapEx Surge with Erikhans Kok
The world is shifting from asset light and infinitely scalable to asset heavy. Across the globe, trillions of dollars are going into assets. Capital expenditure is on the rise. What is driving this? W...
2 Kesä 47min
