This Is What Happened to the Meme Stock Mania
Spring of 2021 was peak meme mania. GameStop was going nuts. AMC was going nuts. And in general, the big cohort of traders that entered the market in early 2020 was riding high. Since then, though, th...
28 Apr 202254min
Sam Bankman-Fried and Matt Levine on How to Make Money in Crypto
The price of major cryptocurrencies like Bitcoin and Ethereum have been moving sideways for awhile. But it doesn't seem like there's any slowdown in terms of money entering the space. Every day, some ...
25 Apr 202256min
The 1906 Dredging Law That May Be Holding Back The U.S. Economy
The long grounding of the cargo ship The Ever Forward has shone a spotlight on the limited dredging equipment that exists in the U.S. The most powerful equipment here has significantly less capacity t...
20 Apr 202250min
This Is The Challenge Of Securing The Battery Supply Chain
With oil prices surging, there's a sense of greater urgency about moving more towards electric vehicles. But of course the metals that go into EVs are also expensive. And that goes for the core techno...
18 Apr 202248min
Jeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High
Goldman's top commodity strategist Jeff Currie was one of the earliest to call that we're in a new commodities supercycle, starting early last year. Well, it's not even close to over. Currie estimates...
14 Apr 202258min
This Is What 5% Mortgage Rates Mean Now For The Housing Market
For much of the last two decades, housing has been the consummate macro asset. It was at the heart of a huge boom. Then there was the crash and the Great Financial Crisis. Then there was slow comeback...
11 Apr 202250min
This Is Zoltan Pozsar's Vision For Bretton Woods III
Over the last several years, most economic crises have been solvable by money. Swap lines. Bailouts. Central bank asset purchases, and so on. But now the world is experiencing something new: A problem...
7 Apr 202256min
What Wooden Pallets Have to Do With Russia's Invasion of Ukraine
Most people don't think much about wooden pallets -- and that might be true even of people conducting large-scale military invasions. Recent reports claim that Russia's invasion of Ukraine has been ha...
5 Apr 202224min
