Can Open-Source Semiconductors Upend the Chip Industry?
We're seeing historic change happening in real time in the chip industry. The old leaders are going away, and new players and new models are emerging, particularly around fabless chips. On this episod...
1 Helmi 202131min
How One Online Investor Made the Score of a Lifetime on GameStop
Everyone is talking about GameStop. The physical games retailer that was left for dead has been one of the hottest stocks of the year, surging well over 50x since its lows in late 2020. But how did it...
29 Tammi 20211h 1min
Dan Wang on China's Mission to Be a World Leader in Semiconductors
We've been talking a lot on the podcast about semiconductors. The stumble of Intel. The general troubles with US manufacturing, and, of course, the rise of TSMC. But, for a long time, the Chinese gove...
28 Tammi 202158min
The Story of How TSMC Came to Dominate the World
In every conversation about computer chips, it always comes back to the dominant player: TSMC. Founded in the 1980s, it's far and away the biggest and most advanced manufacturer. And, as our guest poi...
25 Tammi 202150min
The Important Lesson a Quant Manager Learned in 2020
It goes without saying that 2020 was a year like no other when it comes to the markets. A historic crash, and then a raging recovery, all set against the backdrop of a pandemic and deeply depressed ec...
21 Tammi 202151min
Why the Cost of Shipping Goods From China Is Suddenly Soaring
The coronavirus crisis snarled global shipping in early 2020 as borders were closed, but lots of people expected it to improve as vessels returned to position. Instead, more than a year later, the shi...
18 Tammi 202145min
How the U.S. Lost Chip Dominance and How It Can Be Regained
The U.S. was once a manufacturing leader in semiconductors. That's no longer the case, given the rise of contract manufacturing and outsourcing, the dominance of Taiwan Semiconductor, and Intel's own ...
14 Tammi 202156min
Cowen's Co-President on Why SPACs Are Having Such a Moment
One of the surprising developments in the last year was the boom in SPACs. The so-called blank check companies raised more money in 2020 than they had in the several years prior combined. But why? Why...
11 Tammi 202149min
