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 Mai 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 Mai 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 Mai 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 Mai 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 Mai 202451min
The Ultra Wealthy Have Their Own Separate World of Real Estate
In the past, the most expensive housing in any major city would be connected in some way to the economics of the city itself. If the general market was weak, the high end was also weak. If the general...
29 Apr 202442min
An Ex-CIA Officer Explains How to Spot a Lie in Business
When most investors think of due diligence, they think of sifting through years of financial statements and crunching numbers to better understand a company's potential. Not many people think about in...
26 Apr 202443min
Here's Who's Winning the Global Fight for AI Talent
AI is all the rage right now. There are billions of dollars now flowing into the space, with large and small companies all competing to create the next big thing. But in addition to lots of money, bui...
25 Apr 202441min
