Goldman's Jeff Currie on the Silver Squeeze and the Coming Boom in Commodities
It's been a weird several days in the market. What started with a short squeeze in GameStop, driven by Reddit traders, somehow morphed into a huge surge in demand for silver. Whether it started on Wal...
4 Feb 202145min
Benn Eifert Explains How Retail Trading Is Rocking Markets like Never Before
We know that retail activity, much of it on Robinhood, has been surging since last spring once the lockdowns began. But just how big of an impact is it really having? Is it going to be limited to just...
3 Feb 202144min
Is The GameStop Trade Really A Political Rebellion?
The GameStop short squeeze is one of the most extraordinary events to ever happen in markets. But does it have political significance? Some are saying that it represents the manifestation of Occupy Wa...
2 Feb 202155min
Can Open-Source Semiconductors Upend the Chip Industry?
We're seeing historic change happening in real time in the chip industry. The old leaders are going away, and new players and new models are emerging, particularly around fabless chips. On this episod...
1 Feb 202131min
How One Online Investor Made the Score of a Lifetime on GameStop
Everyone is talking about GameStop. The physical games retailer that was left for dead has been one of the hottest stocks of the year, surging well over 50x since its lows in late 2020. But how did it...
29 Jan 20211h 1min
Dan Wang on China's Mission to Be a World Leader in Semiconductors
We've been talking a lot on the podcast about semiconductors. The stumble of Intel. The general troubles with US manufacturing, and, of course, the rise of TSMC. But, for a long time, the Chinese gove...
28 Jan 202158min
The Story of How TSMC Came to Dominate the World
In every conversation about computer chips, it always comes back to the dominant player: TSMC. Founded in the 1980s, it's far and away the biggest and most advanced manufacturer. And, as our guest poi...
25 Jan 202150min
The Important Lesson a Quant Manager Learned in 2020
It goes without saying that 2020 was a year like no other when it comes to the markets. A historic crash, and then a raging recovery, all set against the backdrop of a pandemic and deeply depressed ec...
21 Jan 202151min
