Hugh Hendry On Why The World Still Can't Get Enough Dollar Assets
For years 15 years, Hugh Hendry ran the hedge fund Eclectica Asset Management, earning a reputation as a provocative and contrarian thinker on the entire state of the world economy. These days though,...
31 Mar 202244min
Viktor Shvets on Why We Might Be Heading for a Deflationary Bust
In times of uncertainty, people often reach for historical analogies. In recent weeks and months, as inflation has continued to climb and commodity prices spike, there's been a lot of talk of a return...
28 Mar 202254min
A Historic Disruption To The World's Wheat Supply
When it comes to commodities, Russia's invasion of Ukraine has had a notable impact on the price of oil and natural gas. It's also a huge deal for wheat, and food more broadly. Ukraine is a massive pl...
24 Mar 202249min
Why Tracy's Furniture Is Stuck on a Grounded Ship
It's happened again. Another container ship owned by the Evergreen Maritime Corp. has gotten stuck a year after the Ever Given became lodged in the Suez Canal and briefly halted the flow of global tra...
23 Mar 202227min
Here’s How Messy a Russian Bond Default Could Be
There’s a big question over whether Russia will be able (or willing) to make payments on billions of dollars it’s borrowed from investors given its current situation. Not only does the country have a ...
21 Mar 202247min
Pierre Andurand on How We Might Get $200 a Barrel Oil
Russia's invasion of Ukraine has kicked off a giant mess in the world of commodities and sent prices surging. Commodities trader Pierre Andurand has made his name from navigating volatile energy marke...
17 Mar 202248min
This Is The Case For Investing In Nuclear Power
The soaring price of electricity, particularly in Europe, is once again causing a search for alternative sources of power. Obviously there's a lot of interest in wind and solar -- the classic renewabl...
14 Mar 202246min
Here's What Cyber War With Russia Would Actually Look Like
Russia’s invasion of Ukraine has set off a new wave of concern about cyber attacks. Indeed, there were already reports of some in the run up to the war—like when hackers reportedly targeted U.S. gas p...
10 Mar 202256min
