Lots More With Charlie McElligott on This Week's SaaSpocalypse
This week has been a pretty wild one in markets. Some of the most popular trades of recent years — like going long software, crypto, or gold — suddenly collapsed. Of course, there are plenty of things...
6 Feb 33min
How a Former Fed Vice-Chair Is thinking About the Next Fed Chair
The nomination of Kevin Warsh to be the next chair of the Federal Reserve obviously has big implications for markets. But it also comes with some interesting sociological questions too. What role does...
6 Feb 50min
This Is How The US Can Become a Player in Rare Earth Metals
China's dominance of the rare earths market is well known. This not only creates potential vulnerabilities for companies, should access to those rare earths ever get cut off, it also gives China signi...
5 Feb 41min
The Surprising Similarity Between the US and Chinese Internets
In the 90s, there was a lot of talk about how the Internet would be a liberalizing force in the world. Bill Clinton famously predicted that it would be impossible for China to lock down the Internet, ...
3 Feb 51min
The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up
Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power all these new data centers, energy investment has be...
2 Feb 46min
Lots More With Skanda Amarnath on the Risks of Kevin Warsh
Trump has announced that former Fed Governor Kevin Warsh is going to be his nominee to succeed Jerome Powell. The responses to the news are split among some interesting lines. People like Neil Dutta h...
30 Jan 26min
Jeff Currie on the Crazy Surge in Metals, And Why The Supercycle Has Years to Run
The big story this year is the surge in metals. And it's really all metals. The ultimate industrial metal, copper, has been on a massive tear, but so has gold, which has very few industrial uses. And ...
30 Jan 39min
What It's Like to Do Big Ag Business in Venezuela and Ukraine
The Trump administration says it wants to kick start private investment in Venezuela now that it's captured Maduro. And Ukraine is eventually going to need a massive rebuild. But what is it like for a...
29 Jan 51min
