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Michael Froman on the New 'Polyamorous' Global Trading System
When President Trump announced the tariffs on Liberation Day, it seemed to truly mark the end of the old world trading system. But of course it had been dying for a long time. The first Trump adminis…
Published on 2 months, 3 weeks ago
Henry Wang on China's Role in the New Emerging World Order
There is a widespread view that China is a superpower of rising status, and that a new global order is emerging with the country as an important pole in it. You see this with the growing BRICS organi…
Published on 2 months, 3 weeks ago
Elon Musk's Pay Package and the Threat to the Delaware Corporation
If you look at prospectuses and earnings documents for almost any company, you're going to see a Delaware address. For more than a century, the state has been the place to go to if you're setting up …
Published on 2 months, 4 weeks ago
The Cardboard Boxpocalypse and the State of the US Economy
Almost everything we buy nowadays has been in a box at some point. Goods are shipped in boxes. Products ordered online arrive at our doorstep in boxes. Boxes are so ubiquitous that some strategists u…
Published on 3 months ago
Vaneer Bhansali on Losing Fed Independence as the Biggest Tail Risk Right Now
Everyone wants to buy the hedge that will save their portfolio in a time of collapse. But this is easier said than done. You need to understand the specific risks facing your portfolio. You also need…
Published on 3 months ago
Rob Kaplan on the Fed, AI, and How Globalization Is Happening Without the US
In this live episode, recorded at the Future Proof Festival in Huntington Beach, California, we speak with Rob Kaplan, the former president of the Dallas Federal Reserve Bank and the current vice cha…
Published on 3 months ago
What China's Military Parade and Newest Jets Tell Us About the Battle For Air Supremacy
The recent parade in Beijing once again raised questions about the relative strengths of the US and Chinese militaries. Meanwhile, because of recent global conflicts (including the clash between Indi…
Published on 3 months ago
Josh Wolfe on AI and the Breaking of Silicon Valley's Social Contract
One day it's so over. The next day we're so back. This is what it feels like gauging the AI boom right now. Everyone's looking for signs of some kind of slowdown and that investments aren't going pan…
Published on 3 months, 1 week ago
Everybody's Business: The Business of KPop Demon Hunters
For this week’s episode of Bloomberg’s Everybody’s Business, Joe Wiesenthal joins Max Chafkin and Stacey Vanek Smith to fact check President Trump’s recent claim that the “stock market needs the tari…
Published on 3 months, 1 week ago
Lots More on the Big Problem With the Monthly Jobs Report
We've been in a strange labor market for a while now. The unemployment rate is still nice and low at 4.2%. But the pace of job creation has been slowing markedly. And furthermore, not only has the pa…
Published on 3 months, 1 week ago