Brad Setser on the War in Iran and the Future of the US Dollar
It's possible that the war in Iran could reshape financial flows in significant ways. Perhaps the Gulf states will end up as less desirable places to do business. Perhaps Iran will have a tollbooth at...
16 Apr 51min
War in Iran Is Already Reshaping East Asia's Energy Future
The war in Iran has caused the price of all kinds of commodities to surge, and that has a negative economic impact almost everywhere. But the squeeze is really being felt hard in East Asia, which is t...
15 Apr 37min
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit
It's fueling the A.I. bubble, it's coming to your retirement portfolio—and it's flashing a lot of warning signs right now.In the wake of the 2008 financial crisis, private credit or “shadow banking” g...
14 Apr 37min
Ziad Daoud Explains How War with Iran Will Reshape the Gulf
Regardless of whether the war with Iran continues, it seems likely to have a lasting impact on the Gulf states. They may have to rebuild damaged pipelines and other infrastructure, or create new ones ...
13 Apr 45min
The Big Macro Force That's Been Driving Stocks Higher for Years
Stocks have gone up over the years because corporate earnings continue to grow. That part is straightforward. But in addition to rising stock prices, we've also seen rising stock market valuations. Fo...
11 Apr 36min
How Shipping Insurance Really Works During a War
When the conflict with Iran started, some of the first headlines we saw had to do with shipping insurance. Marine insurers were said to be canceling war risk coverage for vessels going through the Str...
10 Apr 53min
Thomas Peterffy on Interactive Brokers' Plan to Professionalize Prediction Markets
Right now, when you think about prediction markets, you basically think about two main companies: Polymarket and Kalshi. And then when you think of what's being traded on those platforms, there's a wh...
9 Apr 50min
Search Engine Presents: Are you a good driver?
The story of how a secret project at Google led to driverless cars on American roads. And, an answer to the question: are the robots actually safer drivers than we are? Find Part 2: “The Trial of the ...
8 Apr 1h 8min
