Podcast Episodes

A cast of hawkish central bankers

At this week’s FOMC meeting, it’s likely Fed governors will hike interest rates. They won’t be alone. The EU raised rates last week and Japan is expe…

1 week, 4 days ago

More pain at the pump to come

Crude oil prices are up again this morning. For months, we've been hearing about the Strait of Hormuz, how the slowdown of oil tanker traffic there h…

1 week, 4 days ago

The case for an AI slowdown

The push for guardrails for Artificial Intelligence took on new urgency over the weekend. The leaders of several AI companies called for a slowdown i…

1 week, 4 days ago

What might our tax system look like in the age of AI?

Our tax system was built around an economy where humans earn wages, companies employ workers, and both contribute to the public purse.

So what happen…

1 week, 4 days ago

When boomer "collectibles" become millennial "inheritance"

As a special bonus this weekend, we’re revisiting one of our favorite stories from 2024, which Reema and Alice mentioned in the latest episode.

While …

1 week, 6 days ago

Inflation trumps wage gains

The latest BLS data put real hourly wage gains at -0.3% last month, compared to last year. That’s thanks to inflation running hotter than pay raises.…

2 weeks ago

Inflation, energy, and bond market interventions

This morning, we got consumer price index data for August. Prices went up 0.4%, and annual inflation is running at 3.4% — in line with expectations, …

2 weeks ago

Sometimes, a trade war is good for business

Haven Greens is a 5-acre indoor farm located in King City, Ontario, Canada. They grow cut baby leaf greens like lettuce. The majority of leafy greens…

2 weeks ago

AI safety concerns grow as insiders issue urgent warnings

An Anthropic researcher publicly resigned this week, warning on social media that artificial intelligence companies are “gambling with our lives.”

It’…

2 weeks ago

What's the new normal for global oil?

Oil industry analysts were hopeful earlier this year that Trump’s war in the Middle East would be short-lived. But it’s become clear that an open flo…

2 weeks, 1 day ago