Jeff Currie on Why Copper Is His Highest-Conviction Trade Ever
Copper has long been touted as a big winner from the world's drive towards electrification. All those electric vehicles and new grids need lots of the metal to work. At the same time, since it takes y...
17 Touko 202441min
Pierre Andurand Says the World Could Run Out of Cocoa Inventories
Pierre Andurand made his name trading oil and other energy-related assets, but wild swings in the price of cocoa have recently lured the founder of Andurand Capital Management into a new market. He be...
16 Touko 202445min
Viktor Shvets on How the Fed Has Become a Prisoner of Its Own Making
This week, we'll get fresh inflation data in the US, which will inevitably feed into the Federal Reserve's future decisions to raise, hold or lower benchmark interest rates. Meanwhile, the Biden admin...
13 Touko 202448min
Lots More With Brad Setser on the Yen, a New China Shock and Excavators
There's a lot going on in currency markets and global trade at the moment. The Japanese yen has been falling, even after authorities seemed to intervene to try to arrest the slide. Meanwhile, weakness...
10 Touko 202429min
Hugh Hendry on the "Terrifying" Yen Move, and Risk of "Mad Max" Deflation
Hugh Hendry says the world is brimming with risks right now, from Chinese deflation, to the strength of the US dollar, to unrealized losses in US Treasuries held by the bank. In the new episode of the...
9 Touko 202447min
What a Fed President Hears When He Goes on the Road
The Federal Reserve has a lot of official statistics it can look at to try and gauge the state of the overall economy. But there's also room for incorporating on-the-ground anecdotes and real-time col...
6 Touko 202456min
Lots More on How CHIPS Act Money Got Awarded
In 2022, Congress passed the CHIPS Act, which set aside tens of billions of dollars in loans and grants in order to encourage companies to build new semiconductor fabs in the United States. We're stil...
3 Touko 202431min
Luis von Ahn Explains How Computers and Humans Learn From Each Other
Breakthroughs in generative AI have created enormous opportunities for humans to learn from computers. We can use them to explain the news, understand historical concepts, fix our coding errors, and s...
2 Touko 202451min
