The Visible Hand: Marketcrafting from AI to the Price of Money
Adam Smith introduced his concept of the "invisible hand" in the 18th century, offering a metaphor for how self-interest and competition guide a free-market economy. The case could be made that govern...
26 Aug 39min
Chip Craze: Framing Industrial Policy for the AI Era
The AI-driven capex cycle might be the biggest investment story of the past century. The five largest hyperscalers were on track to spend around $800 billion on AI infrastructure in 2025, and as a sha...
11 Aug 37min
The Power Play: Is Fusion Nearing a Kitty Hawk Moment?
In an era of AI, data centers and electrification, rising power demand presents a range of challenges and investment opportunities across the energy sector. Bottlenecks in the supply chain, such as th...
20 Juli 23min
Warsh's Opening Act: Inside the Fed's Regime Shift with James Bullard
The arrival of Kevin Warsh as Chair of the Federal Reserve marked a regime shift. At its June meeting, the Federal Open Market Committee (FOMC) dropped its easing bias, opening the door to interest ra...
7 Juli 23min
Strategic Stalemate: What Investors Miss About U.S.-China Competition
The military concept of escalation dominance posits that the side controlling the pace and pain of a conflict determines the outcome. For most of the Cold War era, the U.S. had escalation dominance—mi...
8 Juni 37min
Beyond the Battlefield: Chokepoints in the Age of Economic Warfare
Global conflicts are increasingly playing out in the economic arena, not just on the battlefield. The war in Iran represents a collision of both. Physical and financial chokepoints can be used for str...
6 Maj 44min
The Old Normal: Macro Shocks Amid War, AI, and Economic Rivalries
Marc Sumerlin, Managing Partner at Evenflow Macro and former Deputy Director of the White House National Economic Council under President George W. Bush, joins Daleep Singh for a conversation about ec...
7 Apr 23min
