Javier Blas on Why Oil Could Go Much, Much Higher
Oil has shot up by a lot since the start of war with Iran. But it could still get much worse. So far, the massive disruption (due to the closure of the Strait of Hormuz) has been cushioned by the draw...
1 Huhti 41min
Why NASA Hired a Chief Economist
This week, NASA is scheduled to launch Artemis II, a mission that will send astronauts around the moon for the first time in more than 50 years. But this comes at a time when the space agency is facin...
31 Maalis 49min
Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI
When we last spoke to Marco Argenti, chief information officer at Goldman Sachs, we were talking about how the bank was deploying AI, including the development of its own internal tools. But that was ...
30 Maalis 52min
Anthropic, the Pentagon, and the Future of Autonomous Weapons
The last big story right before the war in Iran started was the collapse in the relationship between the Pentagon and Anthropic, with the latter objecting to any potential use of its models in either ...
28 Maalis 51min
Now There's a Helium Shortage and It Affects More Than Balloons
Ripple effects from the war in Iran and the closure of the Strait of Hormuz continue to widen. There's yet another brewing shortage, this time in helium. While most people associate helium with balloo...
27 Maalis 50min
This Is How Big Money Is Trading the War in Iran
Markets are often said to be "headline-driven," but that cliché has rarely felt more true than it does right now. A single tweet or Truth Social post can send prices sharply higher or lower, and inves...
26 Maalis 39min
The Petrochemicals Shock That's Already Rippling Through Plastics
Everyone knows by now that war in Iran is curbing the flow of oil around the world. But oil isn't just a gasoline and jet fuel story, of course. It's also a crucial feedstock for a bunch of petrochemi...
25 Maalis 53min
David Shor and Byrne Hobart on the Politics of a White-Collar Wipeout
Nobody knows when or if AI will lead to mass displacement of white-collar work. But the anxiety is clearly here now, and there's very little evidence that our politicians are taking it seriously. Of c...
24 Maalis 55min
