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Daniel Yergin on What Happened to the Energy Transition
A few years ago, governments and corporations were brimming with optimism about the prospect of getting to net-zero in the efforts against climate change. Today, you hear a lot less about that. And w…
Published on 1 month, 3 weeks ago
Why The World Started Hedging Its US Dollar Exposure
Some economists expected that the dollar would strengthen when the tariffs were imposed. Instead, the opposite happened. The dollar fell sharply and it's been a poor performer all year. Concurrently,…
Published on 1 month, 3 weeks ago
Olli Rehn on the Big Competitiveness Challenge Facing Europe
The 2010s saw economic weakness across Europe's periphery. Countries like Greece, Spain, Italy, and so forth were the sites of so much stress. In the 2020s, however, it's reversed. The periphery is h…
Published on 1 month, 3 weeks ago
Raghuram Rajan on Surging Gold and Growing Risks to Financial Stability
Gold has been surging. Risky assets (with a few minor hiccups) have also been surging. And yet, central bankers (most notably the Fed) are in rate cutting mode. Why is this? And what kind of risks ar…
Published on 1 month, 3 weeks ago
Introducing: The Mishal Husain Show
Make sense of the world with one essential conversation, every week. Mishal Husain, one of Britain's best interviewers, brings her signature blend of curiosity and tenacity to weekly conversations wi…
Published on 1 month, 3 weeks ago
A Trip to Alaska With San Fran Fed President Mary Daly
Earlier this year, we traveled along with San Francisco Fed President Mary Daly on a trip to Alaska. You may remember the episodes we did with Mary at the time, as well as business and other leaders …
Published on 1 month, 4 weeks ago
Why the Trump Administration is Now Taking Equity Stakes in American Companies
It's nothing new for the US government to use public money to support private American companies. The Biden administration, via CHIPS and the Inflation Reduction Act, was aggressive about using loans…
Published on 1 month, 4 weeks ago
Why Argentina Needs Bailout After Bailout After Bailout
Argentina is getting bailed out again, with $40 billion of help from the Trump administration. Of course, this is a recurring phenomenon for Argentina, and this time it's happening under the free mar…
Published on 2 months ago
Andrew Ross Sorkin on the Stock Market Crash That Shattered America
Almost everyone is talking about us possibly being in a bubble. Regardless of how AI investment ultimately pan out, there is an incredible amount of retail speculative mania in the air. So, how does …
Published on 2 months ago
John Ganz on the Era When America Was Consumed by Panic With Corporate Japan
These days, there's a non-stop drumbeat of concern that China and its dominant companies will eat America's economic lunch, so to speak. Of course, this isn't the first time in our history that there…
Published on 2 months ago