Podcast Episodes

What was I made for: Large Language Models in the Real World

Episode 47

I asked Chat GPT-4 questions on economics, markets, energy and politics that my analysts and I worked on over the last two years. This piece reviews the results, along with the latest achievements an…

Published on 2 years, 3 months ago

The Rasputin Effect

Episode 46

Global resilience to higher rates

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Published on 2 years, 4 months ago

Mr. Toad’s Wild Ride

Episode 45

The impact of underperforming 2020 and 2021 US IPOs

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Published on 2 years, 5 months ago

Letters to the Editor

Episode 44

Comments on mega-cap stocks and artificial intelligence. Then, it’s time for some of my unsolicited letters to Barron’s, MSNBC, “No Labels”, FHFA and more.

Published on 2 years, 6 months ago

Too Long at the Fair

Episode 43

Time to retire the US/Emerging Markets barbell for a while

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Published on 2 years, 7 months ago

The Places We Could Go

Episode 42

Before getting into the US$ discussion, three quick things. First, despite strong US data in Q1 and Q2, the US still appears headed for a slowdown later this year. As shown below, many longer-horizon…

Published on 2 years, 8 months ago

Frankenstein’s Monster

Episode 41

Frankenstein’s Monster: banking system deposits and the unintended fallout from the Fed’s monetary experiment; commercial real estate, regional banks and the COVID occupancy shock; the wipeout of Cre…

Published on 2 years, 8 months ago

Growing Pains: The Renewable Transition in Adolescence

Episode 40

Renewables are growing but don’t always behave the way you want them to.  This year’s topics include the impact of rising clean energy investment and new energy bills, how grid decarbonization is out…

Published on 2 years, 9 months ago

Winter Heating

Episode 39

The large language model battles begin: a look at the future of web search, conventional wisdom machines, hallucinating bears in space, some early application successes and how far they still are fro…

Published on 2 years, 10 months ago

American Gothic

Episode 38

The Federal debt and how the Visigoths may try to break the system if no one fixes it

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Published on 2 years, 11 months ago