Perry Mehrling on Trump's Echoes of the Nixon Shock

When people talk about the special role that the US dollar plays in the global economy, that's often characterized as a privilege for the United States. It's seen as giving the government in Washingto...

19 Jul 202426min

According to numerous estimates, the US is massively short of housing. Zillow, for instance, says America needs to build 4.5 million new homes to climb out of this deficit. But right now we're not com...

18 Jul 20241h 9min

One of the rare areas of bipartisan consensus in the US right now is taking a tough line on China. We saw President Trump put tariffs on Chinese goods, and the Biden administration has only added to t...

15 Jul 202451min

James van Geelen, founder of Citrini Research, scored big when he made his weight loss drug-related investments last year. He was also early into artificial intelligence investments, making bets on pi...

12 Jul 202447min

Joseph Stiglitz is a Nobel Prize-winning economist known for his groundbreaking work on information gaps and risk-taking in markets. But he's recently turned his attention to supply chains and how to ...

11 Jul 202456min

Modern Monetary Theory has gained prominence over the last several years by offering an alternative view on the constraints to fiscal policy. The basic gist is that the size of the deficit is not per ...

8 Jul 202450min

Lumber prices have tumbled dramatically in recent weeks, with benchmark futures falling about 20% in the past four months alone. What's more, this is happening at the height of the summer homebuilding...

5 Jul 202427min

There aren't many advanced manufacturing success stories in Latin America. And globally, there aren't many companies that can build commercial planes at scale. Yet somehow, one of the world's leading ...

4 Jul 202457min