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
Unearthing Alpha with a Metals Hedge Fund, with Matt Heap
Today we return to the subject of hedge funds in commodities, and metals and mining in particular. How have hedge funds evolved with respect to commodities? What do investors and allocators think abou...
26 Touko 50min
No Peace, No War and No Flows with Aldo Spanjer
The conflict remains in suspended animation with little concrete progress to support the more optimistic assessments of a return to normality. Commodity markets are on a knife-edge and tanks and strat...
20 Touko 47min
Sulphurous Times with Meena Chauhan
Sulfur is a lynchpin commodity, connecting the oil and gas industry to food production and much more. Already in a structural supply deficit, now, nearly half the world’s internationally traded sulfur...
12 Touko 43min
Sanctions Strait Talk with David Tannebaum
The dark fleet was on the ropes with enforcement risking military boardings after Venezuelan oil sanctions started to be lifted. Then with the attack on Iran, business started booming again as ships a...
7 Touko 50min
