What's Actually Going On With Private Credit
The private credit market has grown enormously fast in recent years — so much so that by some estimates it's now bigger than the market for junk-rated corporate bonds. So what's driven all that growth...
27 Apr 50min
Presenting Foundering Season 6: The Killing of Bob Lee, Part 1
The Killing of Bob Lee, Part 1: San Francisco Has Blood On Its Hands Three years ago, Bob Lee, a tech executive famous for creating Cash App, was found stabbed in San Francisco. His killing set off a ...
26 Apr 37min
Understanding the Most Viral Chart in Artificial Intelligence
We live in an era of charts that are going up and to the right. This image obviously describes the stock market, particularly any company whose business is adjacent to artificial intelligence. But bey...
25 Apr 56min
James Bosworth on the "Orange Wave" Happening Across Latin America
We're living in an extraordinary moment for Latin American politics. From the ousting of Maduro to the ongoing oil blockade of Cuba to Javier Milei revving up a chainsaw at CPAC. Various leaders in di...
24 Apr 50min
Google's Liz Reid on Who Will Own Search in a World of AI
Not too long ago, search engines were the dominant form of querying the internet. But that's changing since the rise of large language models like ChatGPT, Claude, and Google's Gemini. More and more p...
23 Apr 51min
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis
When it comes to the history of oil and energy, nobody is more famous or well respected than Daniel Yergin. He is the Vice Chairman of S&P Global, and the Pulitzer Prize winning author of both The Pri...
22 Apr 45min
Brad Jacobs on His Big Bet on Building Insulation
He's done it again. On Sunday night, building supply company QXO announced that it would be acquiring TopBuild for $17 billion. TopBuild sells and installs insulation for both the residential and comm...
21 Apr 40min
Jack McClendon on Why It's So Hard to Create a New American Oil Boom
The White House wants gasoline prices to be lower, and it wants to see American oil companies drill for more oil. But of course, these ideas are in tension. If prices are going lower, why drill more? ...
20 Apr 46min
