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Ricardo Hausmann Explains How the Venezuelan Economy Collapsed
Ricardo Hausmann is a professor at the Harvard Kennedy School and the director of Harvard's Growth Lab. We've talked to him multiple times in the pas…
1 month, 4 weeks ago
Evolving Money: The Tokenization Tipping Point (Sponsored Content)
In less than three years, the amount of tokenized real-world assets has grown eightfold, to more than $30 billion across equities, fixed income, priv…
2 months ago
Lots More With Charlie McElligott on This Week's SaaSpocalypse
This week has been a pretty wild one in markets. Some of the most popular trades of recent years — like going long software, crypto, or gold — sudden…
2 months ago
How a Former Fed Vice-Chair Is thinking About the Next Fed Chair
The nomination of Kevin Warsh to be the next chair of the Federal Reserve obviously has big implications for markets. But it also comes with some int…
2 months ago
This Is How The US Can Become a Player in Rare Earth Metals
China's dominance of the rare earths market is well known. This not only creates potential vulnerabilities for companies, should access to those rare…
2 months ago
The Surprising Similarity Between the US and Chinese Internets
In the 90s, there was a lot of talk about how the Internet would be a liberalizing force in the world. Bill Clinton famously predicted that it would …
2 months ago
The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up
Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power a…
2 months ago
Lots More With Skanda Amarnath on the Risks of Kevin Warsh
Trump has announced that former Fed Governor Kevin Warsh is going to be his nominee to succeed Jerome Powell. The responses to the news are split amo…
2 months, 1 week ago
Jeff Currie on the Crazy Surge in Metals, And Why The Supercycle Has Years to Run
The big story this year is the surge in metals. And it's really all metals. The ultimate industrial metal, copper, has been on a massive tear, but so…
2 months, 1 week ago
What It's Like to Do Big Ag Business in Venezuela and Ukraine
The Trump administration says it wants to kick start private investment in Venezuela now that it's captured Maduro. And Ukraine is eventually going t…
2 months, 1 week ago