Podcast Episodes

Home Alone: inflation and the new Fed chair; investing in China’s AI ecosystem; Prediction markets

Episode 93

The new Fed chair Kevin Warsh, like Kevin McAllister in Home Alone, faces a lonely vigil: survive until the adults get home again. The latest on inf…

5 hours ago

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Abandon Ship!

Episode 92

Abandon Ship! Topics: midterm elections, Spring thaw in US economic data, Strait of Hormuz oil rationing timeline, AI and data center update, Gulf St…

3 weeks, 1 day ago

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Salem’s Lot: Gulf War update; the Purge of senior US military officers; a US fossil fuel reliance fever dream

Episode 91

Salem’s Lot: an update on the Gulf War. Topics include international commodity price pass-throughs to the US, the limits of energy independence, Gul…

1 month, 2 weeks ago

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Fighting Words: The Energy Transition in 2026

Episode 90

Fighting Words. This year we look at energy arguments, battles and debates: the impact of data centers on power prices, the cost of solar plus storag…

2 months, 3 weeks ago

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Supply and The Mam

Episode 89

New York City now has one of the tightest housing markets since 1960.

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3 months, 3 weeks ago

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Eye on the Market Outlook 2026: Smothering Heights

Episode 88

In this year’s EOTM Outlook by Michael Cembalest, we focus on four risks: US power generation constraints, China on its own, Taiwan and hyperscaler p…

4 months, 3 weeks ago

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The Deep End: 2025 Alternative Investments Review

Episode 87

On the surface not much has changed since our last review two years ago.

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5 months, 3 weeks ago

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The winter of our discontent: generative AI disrupts the entertainment industry content moat

Episode 86

While the prior decade was defined by disruption in content distribution, the next decade will be defined by disruption in content creation, augment…

6 months, 3 weeks ago

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Mad Libs: just fill in the blanks

Episode 85

Mad Libs. This piece is not about how mad liberals are at the administration, although the latest polling data indicates that it could be. Instead, …

7 months, 1 week ago

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The Blob: Capital, China, Chips, Chicago and Chilliwack

Episode 84

In this piece, we look at the AI and data center takeover, and the OpenAI-Oracle deal; the US government equity investment in Intel, the origins of …

8 months ago

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