How Electric Utilities Will Handle Booming AI Datacenter Demand
For years and years, utilities in the US haven't seen much growth in electricity demand. The economy is generally mature and has been able to grow even without needing much more electrical power. But ...
15 Apr 202454min
Introducing Money Stuff: The Podcast
The audio companion to Bloomberg Opinion’s beloved Money Stuff column hosted by its author Matt Levine, “whose deadpan style mixes technical elucidation and wit” (NY Times). Once a week, Matt and his ...
13 Apr 20242min
Lots More on America's Electrical Components Crisis
In 2021 and 2022, the US economy experienced historic shortages of many different goods. All kinds of consumer, construction, and high-tech components were tough to come by. Since then, most of these ...
12 Apr 202422min
Tractor Supply's CEO on How It Escaped the Post-Pandemic Curse
A bunch of companies saw their share prices boom during the pandemic. Peloton surged because no one could go to gyms. Zoom jumped because no one could go to the office, and so on. Since then, many of ...
11 Apr 202457min
Why a Former Freight Broker Is Making a Major Bet on Mexico
US imports from Mexico are surging. Former President Trump's tariffs on China, as well as the renegotiated USMCA treaty, have encouraged supply chains to move to North America. Then Covid hit, and tha...
8 Apr 202441min
Steve Eisman on the Three Big Macro Stories of Our Time
Steve Eisman became a famous name in the investing world due to his prescient bet against the US housing market before 2008, which led to his starring role in Michael Lewis' book The Big Short. These ...
5 Apr 202448min
Why Savita Subramanian Thinks Stocks Can Keep Going Higher
When Savita Subramanian, head of US equity strategy at Bank of America, raised her outlook for stocks at the end of last year, there was a lot of skepticism that equities could go any higher. The S&P ...
4 Apr 202444min
Why the CRE Urban Doom Loop May Still Be Coming
When it comes to the collapse in office real estate, there's a lot of focus on who owns the debt, and what kind of pain must eventually be realized by someone. But there may be an even deeper challeng...
1 Apr 202444min
