Will US debt burst the AI bubble? With Ruchir Sharma
Building data centres and running the US government have something in common: they cost a lot of money. Tech companies are borrowing heavily to fund the AI build out, just as Washington is borrowing v...
11 Sep 27min
Memory chip mania isn’t going away, with Dan Kim
In recent months, part of the chip market has been going bananas. Prices for memory chips – which AI data centres use in droves – have rocketed, as US tech companies lock in massive orders. That’s bad...
4 Sep 32min
Kevin Warsh spoke — what did we learn? With Torsten Slok
Federal Reserve chair Kevin Warsh took to the stage at Jackson Hole under pressure. Inflation is sticky, bond markets have been wobbling and his insistence on minimal Fed communication has been seen b...
29 Aug 19min
From "The Story of Money": How a stock market crash gave birth to modern antisemitism
The 1873 Gründerkrach, the spectacular stock market crash that followed Germany’s unification, is one of history’s great financial maelstroms. But its most enduring legacy isn’t about money. Host Robi...
21 Aug 50min
How to break China’s chokehold on rare earths
In the midst of the US-China trade conflict last year, Beijing unsheathed its fiercest weapon. By ramping up restrictions on exports of rare earth metals – crucial elements for high-tech manufacturing...
7 Aug 31min
Will AI solve the productivity puzzle? With Nick Bloom
Productivity has been a problem for the past 15 years. In developed countries, weak demand, a lack of competition and a paucity of new ideas have all been blamed. Could AI finally reverse that trend? ...
31 Jul 29min
Is China catching up with the US in AI? With Kyle Chan
The US has long been the world’s undisputed leader in AI. Now, that lead looks under threat. Cutting-edge Chinese models such as Kimi K3 are proving almost as capable as leading American models; meanw...
24 Jul 30min
