The Coming El Niño with Michael Ferrari
Today we discuss El Niño - the dramatic, periodic, shift in climate patterns, that depending on intensity and duration can have profound impacts on our world, economies, and the commodities sector. An...
4 Aug 53min
Real-Ekonomik: The Iran War's Longevity with Nick Kumleben
We return in a special episode to the Iranian-US war to discuss how "Real-Ekonomik" is shaping realpolitik. Nick Kumleben, Director at Greenmantle, the geopolitical risk and strategy consultancy, wher...
29 Jul 57min
Chip War: how semiconductors became the new oil with Chris Miller (summer repeat)
Semi-conductors, microchips, are the new oil - the scarce resource on which the modern world depends. Today, military, economic, and geopolitical power are built on a foundation of computer chips. Thi...
28 Jul 55min
The Price of Money with Edward Chancellor (Summer Repeat)
Today, we are talking interest rates. The rate of interest, or the price of money, has a profound impact on the energy and commodities sector, influencing the cost of carry, the price of assets and in...
21 Jul 1h 1min
Solar Flares and Coronal Mass Ejections with Edl Schamiloglu (Summer Repeat)
In this episode, we discuss geomagnetic storms, extreme electromagnetic events known as coronal mass ejections that would destroy every satellite around the planet, wipe out power grids and most if no...
14 Jul 42min
Whale Oil with Eric Jay Dolin (Summer Repeat)
In 1859, illumination throughout the major metropolises of the West was powered by whale oil. Whale oil was at the center of international trade (and trade disputes). Prices were at an all time high a...
7 Jul 48min
De-Dollarization, Debasement & Diversification: Precious Metals with Nicky Shiels
Today we discuss gold, silver and the platinum group metals. What drove the huge run-up in prices for all of them in 2025 and into 2026, and was the US-Iran war just a setback to those prices or the e...
30 Jun 47min
Data Centers aren't the bubble with Eugene McGrane
Today we return to the subject of data centers. Are we in the midst of a huge AI bubble? And building over capacity in data centers that are destined to end up as dusty sheds in the middle of nowhere ...
23 Jun 55min
