What It Takes to Run One of London's Most Popular Pubs
As our listeners know, restaurants are great microcosms for macro-economic trends. They sit at the intersection of everything from consumer confidence to commodity costs to the labor market. So on our...
25 Touko 1h 8min
Architect Norman Foster on Why the West Struggles to Build Big
Not many people think of designing buildings as an exercise in economics, but the entire process is defined by constraints around resources (both physical and financial), and an iconic building can al...
23 Touko 54min
'The Assassin' Fahmi Quadir on How to Survive as a Short-Seller
A short seller is a gumshoe who roots out a particular story about a specific company and brings it to light. And Fahmi Quadir, the founder and CIO of Safkhet Capital, has been labeled "The Assassin" ...
22 Touko 31min
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
Size is the name of the game for the AI chipmaker Cerebras: Their chips are truly massive, about the size of a dinner plate. According to Andrew Feldman, CEO and founder of Cerebras, that is about 58 ...
21 Touko 51min
Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks
It is hard to have a markets conversation that isn't out of date within a minute or two. But we think this one, with Ozan Tarman and Aditya Singhal of Deutsche Bank, is basically evergreen. This conve...
19 Touko 28min
Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense
Whether it's the price of a barrel of Brent crude or a pound of beef, it's clear prices are skyrocketing for all kinds of goods and commodities. Price shocks and shortages are, if anything, the way co...
18 Touko 30min
Stripe's John Collison on How Agentic Commerce Will Reshape the Internet
The internet is made for shopping. For years, the main inputs for e-commerce transactions involved targeted ads, algorithmic recommendations, SEO, and lots of mindless scrolling. But agentic commerce ...
16 Touko 47min
Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back
Making a long career as a bear at a sell-side institution is tough. Generally financial markets have done quite well which means forecasting doom and gloom is, usually, only tenable for so long. Which...
15 Touko 53min
