Michael Froman on the New 'Polyamorous' Global Trading System
When President Trump announced the tariffs on Liberation Day, it seemed to truly mark the end of the old world trading system. But of course it had been dying for a long time. The first Trump administ...
20 Sep 202546min
Henry Wang on China's Role in the New Emerging World Order
There is a widespread view that China is a superpower of rising status, and that a new global order is emerging with the country as an important pole in it. You see this with the growing BRICS organiz...
19 Sep 202553min
Elon Musk's Pay Package and the Threat to the Delaware Corporation
If you look at prospectuses and earnings documents for almost any company, you're going to see a Delaware address. For more than a century, the state has been the place to go to if you're setting up a...
18 Sep 202537min
The Cardboard Boxpocalypse and the State of the US Economy
Almost everything we buy nowadays has been in a box at some point. Goods are shipped in boxes. Products ordered online arrive at our doorstep in boxes. Boxes are so ubiquitous that some strategists us...
15 Sep 202543min
Vineer Bhansali on Losing Fed Independence as the Biggest Tail Risk Right Now
Everyone wants to buy the hedge that will save their portfolio in a time of collapse. But this is easier said than done. You need to understand the specific risks facing your portfolio. You also need ...
13 Sep 202545min
Rob Kaplan on the Fed, AI, and How Globalization Is Happening Without the US
In this live episode, recorded at the Future Proof Festival in Huntington Beach, California, we speak with Rob Kaplan, the former president of the Dallas Federal Reserve Bank and the current vice chai...
12 Sep 202531min
What China's Military Parade and Newest Jets Tell Us About the Battle For Air Supremacy
The recent parade in Beijing once again raised questions about the relative strengths of the US and Chinese militaries. Meanwhile, because of recent global conflicts (including the clash between India...
11 Sep 202540min
Josh Wolfe on AI and the Breaking of Silicon Valley's Social Contract
One day it's so over. The next day we're so back. This is what it feels like gauging the AI boom right now. Everyone's looking for signs of some kind of slowdown and that investments aren't going pan ...
8 Sep 202550min
