War in Iran is Chewing Through American Missile Stockpiles
The war in Iran has been fought almost entirely in the skies, with both offensive missiles, as well as anti-missile defense systems. But the math is brutal. The war in Ukraine has already put a dent i...
16 Mar 44min
What War in Iran Means for China's Teapot Oil Refineries
In the wake of the war in Iran, oil prices have shot up for everyone. But not all oil is exactly equal. And, obviously, a lot of Iranian oil goes to China specifically. Furthermore, because Iran’s oil...
13 Mar 43min
Legendary Hacker Matt Suiche on Cyberwar in the Age of AI
We tend to think of warfare in two distinct arenas: the physical and the digital. Increasingly, however, those lines are blurring. Last week, Iran launched drone strikes on data centers in the UAE and...
12 Mar 49min
War in Iran Is Creating a Fertilizer Crisis Like Never Before
We all know that the war with Iran has sent oil prices spiking. But it’s also pushing up the cost of all sorts of chemicals, including fertilizers like urea, ammonia and other nitrogen products that a...
11 Mar 30min
Rory Johnston on How Oil Could Surge to Over $200 a Barrel
Oil has obviously spiked massively since the start of the war with Iran. And if you look at various end products, such as jet fuel, the surge is even more extreme. And if the war is prolonged, or if t...
10 Mar 36min
Robinhood CEO Vlad Tenev on Tokenization and Prediction Markets for Everything
Last year, we had Robinhood CEO Vlad Tenev on the podcast to talk to us about his company's plans to tokenize shares of private companies. The idea is that retail investors want to participate in hot ...
9 Mar 51min
Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI
A year ago, all of the talk was about how the big AI companies were wildly overvalued. Everyone was calling it a bubble. Fast forward to now, and a dominant idea in the markets is that AI is so powerf...
7 Mar 45min
Lots More on the Seaborne Chaos Around the Strait of Hormuz
With war breaking out in Iran, the price of oil is surging, in part due to the destruction of oil energy infrastructure, but also the ability of anything to get through the Strait of Hormuz. But it’s ...
6 Mar 30min
