The Super-Cycle Meets Interest Rates with Jeff Currie

Taiwan’s energy security is on a knife edge. Energy Transition policies have increased reliance on fossil imports while also increasing CO2 emissions. At the same time, China’s growing belligerence po...

19 Sep 202348min

Number Go Up: Inside Crypto’s Wild Rise & Staggering Fall with Zeke Faux On the day of publication, Bloomberg investigative reporter Zeke Faux, joins us to discuss his new book Number Go Up. Zeke foll...

12 Sep 202354min

Chip War: How semiconductors became the new oil with Chris MillerSemi-conductors, microchips, are the new oil - the scarce resource on which the modern world depends. Today, military, economic, and ge...

5 Sep 202355min

Commodity Supply Chain Challenges with Anton Posner COVID is in the rear-view mirror, yet the commodity supply chains remain volatile and uncertain. In this episode, we catch up on the state of bulk c...

29 Aug 202343min

Biofuels on the Edge with Walter Cronin Biofuels are key to decarbonize transportation in the energy transition. However, poor harvests, weak regulatory support, war and inflation all threaten the key...

22 Aug 202351min

Rice is one of the most important global food sources, providing nearly a one fifth of global calorific intake. Yet the market for rice is relatively opaque with a small futures market. Much of the ri...

15 Aug 202342min

Ice: The Rise and Fall of a Hot Commodity with Amy Brady A hundred years ago, ice was the one of the important commodities and most powerful industries in the world. A history filled with merchant kin...

8 Aug 202347min

Whale Oil: The Original Energy Transition with Eric Jay Dolin In 1859, illumination throughout the major metropolises of the West was powered by whale oil. Whale oil was at the center of international...

1 Aug 202348min