Jim Chanos on Crypto, Tech and the Golden Age of Fraud
Earlier this year we talked to the legendary short seller Jim Chanos, during which he warned of more pain ahead for speculative areas of tech. That call proved to be prescient by a number of measures....
23 Marras 202232min
Truckers Are Working Countless Hours That They're Not Getting Paid For
For years we've been hearing about a persistent shortage of truck drivers. But what if we're thinking about it wrong? What if the issue is that the shipping industry systematically mistreats or underv...
21 Marras 202243min
Matt Levine on the Collapse of FTX and Alameda
It was on an episode of the Odd Lots podcast in April 2022 that Sam Bankman-Fried infamously characterized yield farming as a "box," in a metaphor that made the practice sound a lot like a ponzi schem...
18 Marras 202233min
Understanding the Collapse of Sam Bankman-Fried's Crypto Empire
The collapse of the Sam Bankman-Fried empire is gigantic, sprawling and fast moving. While details are still coming out, it already ranks among the most prominent corporate disasters of all time and h...
17 Marras 202251min
Guyana Is the Most Exciting Story in the World Oil Market
We talk a lot about the US shale boom. And we talk a lot about OPEC. But one of the most exciting stories in the global oil industry is the incredible rise of Guyana, which has seen a massive amount o...
14 Marras 202240min
Isabella Weber On Germany's Plan to Cap the Price of Gas
The surge in gas costs in Europe threatens to impose massive pain on households and cripple energy-intensive heavy industry. So there has been a lot of urgency on the part of governments to figure out...
10 Marras 202245min
Josh Younger on the Origin Story of the Shadow Banking System
There are a bunch of historical analogies that people like to reach for in order to describe some of the economic trends we're seeing today. There's obviously the period of high inflation in the 1970s...
7 Marras 202245min
Mark Bergen on Apple's Threat to the Online Ad Industry
After years of basically printing money, the big online Internet behemoths are starting to stumble for various reasons. There's the macro slowdowns. New competition. And just basic threats to the way ...
3 Marras 202237min
