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Real-Ekonomik: The Iran War's Longevity with Nick Kumleben
Episode 318
We return in a special episode to the Iranian-US war to discuss how "Real-Ekonomik" is shaping realpolitik.
Nick Kumleben, Director at Greenmantle, t…
2 months, 1 week ago
Chip War: how semiconductors became the new oil with Chris Miller (summer repeat)
Episode 317
Semi-conductors, microchips, are the new oil - the scarce resource on which the modern world depends. Today, military, economic, and geopolitical pow…
2 months, 1 week ago
The Price of Money with Edward Chancellor (Summer Repeat)
Episode 316
Today, we are talking interest rates. The rate of interest, or the price of money, has a profound impact on the energy and commodities sector, influe…
2 months, 2 weeks ago
Solar Flares and Coronal Mass Ejections with Edl Schamiloglu (Summer Repeat)
Episode 315
In this episode, we discuss geomagnetic storms, extreme electromagnetic events known as coronal mass ejections that would destroy every satellite aro…
2 months, 3 weeks ago
Whale Oil with Eric Jay Dolin (Summer Repeat)
Episode 314
In 1859, illumination throughout the major metropolises of the West was powered by whale oil. Whale oil was at the center of international trade (and…
2 months, 4 weeks ago
De-Dollarization, Debasement & Diversification: Precious Metals with Nicky Shiels
Episode 313
Today we discuss gold, silver and the platinum group metals. What drove the huge run-up in prices for all of them in 2025 and into 2026, and was the …
3 months ago
Data Centers aren't the bubble with Eugene McGrane
Episode 312
Today we return to the subject of data centers. Are we in the midst of a huge AI bubble? And building over capacity in data centers that are destined…
3 months, 1 week ago
Why is oil so cheap? With David Wech
Episode 311
Today, we return to the subject of oil and the impact of the Iran War. How have flows and demand changed and why are prices so relatively low? Is thi…
3 months, 2 weeks ago
Digital Assets and the Blockchain Renaissance with Joe Miscioscia
Episode 310
Today we return to digital assets, quant trading and blockchain infrastructure. Since we last checked in on the space in the wake of FTX's collapse, …
3 months, 3 weeks ago
The Great CapEx Surge with Erikhans Kok
Episode 309
The world is shifting from asset light and infinitely scalable to asset heavy. Across the globe, trillions of dollars are going into assets. Capital …
4 months ago