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
How Bill Gross Built a Bond Empire And Then Lost It All
For a long time, bond investing was considered a sleepy backwater. You bought a bond and just clipped coupons as you waited for it mature. Boring! Then Bill Gross discovered that bonds could be traded...
4 Apr 202245min
The Real Reason So Many Musicians Are Frustrated By Spotify
Earlier this year, there was a growing movement among some musicians (lead by Neil Young) to remove music from Spotify as a protest against Joe Rogan. But frustration at the streaming music giant goes...
1 Apr 202254min
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
