The 1906 Dredging Law That May Be Holding Back The U.S. Economy
The long grounding of the cargo ship The Ever Forward has shone a spotlight on the limited dredging equipment that exists in the U.S. The most powerful equipment here has significantly less capacity t...
20 Apr 202250min
This Is The Challenge Of Securing The Battery Supply Chain
With oil prices surging, there's a sense of greater urgency about moving more towards electric vehicles. But of course the metals that go into EVs are also expensive. And that goes for the core techno...
18 Apr 202248min
Jeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High
Goldman's top commodity strategist Jeff Currie was one of the earliest to call that we're in a new commodities supercycle, starting early last year. Well, it's not even close to over. Currie estimates...
14 Apr 202258min
This Is What 5% Mortgage Rates Mean Now For The Housing Market
For much of the last two decades, housing has been the consummate macro asset. It was at the heart of a huge boom. Then there was the crash and the Great Financial Crisis. Then there was slow comeback...
11 Apr 202250min
This Is Zoltan Pozsar's Vision For Bretton Woods III
Over the last several years, most economic crises have been solvable by money. Swap lines. Bailouts. Central bank asset purchases, and so on. But now the world is experiencing something new: A problem...
7 Apr 202256min
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
