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Metacasts: Investing Evening Edition

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We listen to hundreds of expert podcasts so you don't have to find them yourself. Each evening Metacast wraps up the day's most important macro, geopolitical and investment conversations into one short briefing — telling you what matters, who said it, and which episodes to hear next.

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Yesterday · 24 min
The Margin of Error: Navigating the Global Collapse of Economic Buffers
Today's episode examines the systemic breakdown of global liquidity buffers, from the widening capital expenditure gap in the AI arms race to the intensifying sovereign debt divergence in Europe and the US. We analyze how the collision of energy scarcity, fiscal instability, and physical infrastructure bottlenecks is forcing a structural shift from managed volatility to permanent economic friction. Read this edition in full at pers-int.com 0:00 - Introduction 0:46 - The AI Arms Race and the Capex Crunch 7:47 - Sovereign Debt and the Great Macro Divergence 14:21 - Energy Security and the New Commodity Volatility 18:29 - Geopolitical Fault Lines and Diplomatic Collapse 21:07 - The Credit Cycle and Private Market Dislocations 23:08 - Conclusion Referenced sources: Global Rates French spreads in focus again into the October ECB meeting (At Any Rate) Markets Rush To Safety, French Military Protest Deployment, Brexit-Sized Confidence Slump (Bloomberg Daybreak: Europe Edition) Meta Falls After Boosting Spending Plans for AI Bet (Bloomberg Intelligence) AI Scares and Inflation (Bloomberg Surveillance) Bloomberg Surveillance TV October 22nd, 2026 (Bloomberg Surveillance) Why Oil Prices Are Surging Despite Recovering Supply (Exchanges) Credit Crunch Waterfall's Cuby on ABF and the European Consumer (FICC Focus) Macro Matters Buckler's Lazar on Repo, Clearing and the Fed (FICC Focus) The Only Way Out Is Through Weekly Roundup (Forward Guidance) To number our days (Geopolitical Dispatch) Global Data Pod Pressures build, growth holds up in Western Europe (Global Data Pod) What's the Deal With Billy Evans A Spoiler-Filled Guide to 'You Can See Everything' (Hard Fork) MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave Developing Crises in Middle-East and France (Macro Voices) France, the Fed & AI's Yikes Moment A Full Markets Check-In with Alan Dunne (Markets Happy Hour Podcast with Aoifinn Devitt) The Forgotten Godmother of Economic Literature (Odd Lots) Elon v. Kara, Tesla's SpaceX Lifeline, and Sacha Baron Cohen on Satire (Pivot) Will Healey's budget burst the Burnham bubble (Political Currency) Moscow Rules Inside the surreal world of Western diplomats in war-time Russia (The Best of BBC News Russian - in English) An Economy So Good No One Can Live In It with Jill Schlesinger⁠ (The Compound and Friends) Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says Seelaus (The Credit Edge by Bloomberg Intelligence) Why oil hasn't ruined the global economy. With Rory Johnston (The Economics Show) The Credit Market Boogeyman (The Macro Trading Floor) Why Investors Are Reducing AI Exposure (The Markets) StoneX' Vincent Deluard The S&P Is Hiding a Bear Market #655 (The Meb Faber Show - Better Investing) Amazon CEO Andy Jassy on Why Amazon Is Investing $220 Billion in AI (The a16z Show) Economic Roundtable What's Keeping Global Growth Going (Thoughts on the Market) Washington Weekly Podcast Election Day countdown, Geopolitics, Fraud awareness (UBS On-Air: Market Moves) Breaking down the bond market (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
Wednesday · 22 min
The Infrastructure Mismatch: When Digital Ambition Hits Physical Constraints
Today's episode examines the widening gap between unprecedented AI capital expenditure and the critical bottlenecks in power, land, and hardware deployment. We analyze the systemic risks emerging from the decoupling of software scaling from physical reality, ranging from the structural cracks in the AI credit market to the widening K-shaped economic divergence in the United States. Read this edition in full at pers-int.com 0:00 - Introduction 0:37 - The AI Bubble and the Infrastructure Bottleneck 7:31 - The Great Divergence: US Consumer and Political Shifts 12:40 - Sovereign Risk and the European Debt Dilemma 16:02 - Geopolitical Flashpoints and Global Energy Volatility 18:54 - Strategic Shifts in Japan and China's Tech Defense 20:48 - Conclusion Referenced sources: The US consumer won't quit (Barclays Brief) Musk Starlink Controversy Grows, Griffin AI Bubble Warning, Meloni's Far-Right Test (Bloomberg Daybreak: Europe Edition) GM Slides as CEO Barra Warns of 'Intensifying' Challenges (Bloomberg Intelligence) Sticky Inflation is Testing the Fed; Midterm Election Countdown (Bloomberg Surveillance) Bloomberg Surveillance TV October 20th, 2026 (Bloomberg Surveillance) MOFCOM's New Rules and the Future of Chinese AI (ChinaTalk) MOFCOM's New AI Rules (ChinaTalk) Crash or crash through (Geopolitical Dispatch) Hedgeye Investing Summit Fall 2026 Hedgeye Asset Management Portfolio Managers R. Patrick Kent & Sam Rahman and HAM CIO John McNamara (Hedgeye Podcasts) 426 French bond spreads a warning sign for Europe (L&G Talks Asset Management) Is The AI Trade Over Jack & Max on Panic in AI Credit, SpaceX Earnings, and Semis (Monetary Matters with Jack Farley) Trump is Destroying Americans' Healthcare (Paul Krugman) Is Nvidia Selling More Chips Than Anyone Can Use (Prof G Markets) Doubt but No Fear, SpaceX Reports, Netflix Cleans House, AI Bond Vigilantes, Bending Spoons (The Compound and Friends) Red, White and Who The Swing Voters in South Texas (The Journal.) Trump Turns on Ukraine (The Journal.) GM108 Maybe Japan Is Finally Changing for Real ft. Jesper Koll (Top Traders Unplugged) UBS On-Air Paul Donovan Daily Audio 'Up we go again' (UBS On-Air: Market Moves) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
Tuesday · 25 min
The Industrial Pivot: From Algorithmic Scaling to Physical Friction
Today's episode analyzes the structural transition in the AI sector from software-driven innovation to a capital-intensive arms race defined by hardware procurement and energy density. We examine the systemic risks of the 'circularity' in compute financing, the emergence of crypto-native infrastructure lending, and the widening geopolitical divide between US industrial policy and global trade fragmentation. Read this edition in full at pers-int.com 0:00 - Introduction 0:40 - The AI Compute Arms Race 8:03 - Global Macro and Monetary Shifts 16:12 - The Geopolitical Fault Lines 20:39 - The New Era of Trade Warfare 23:20 - Conclusion Referenced sources: Exclusive Merz Warns Europe, France Enforces Curfews, Growth Defies Gravity (Bloomberg Daybreak: Europe Edition) GM Slides as CEO Barra Warns of 'Intensifying' Challenges (Bloomberg Intelligence) Blackstone Hauls in $8.7 Billion for Energy Transition Fund (Bloomberg Intelligence) Bloomberg Surveillance TV October 20th, 2026 (Bloomberg Surveillance) Bloomberg Surveillance TV October 19th, 2026 (Bloomberg Surveillance) The Lithography Lever (ChinaTalk) The MATCH Act (ChinaTalk) Where Is The Crypto Alpha Hiding This Cycle (Forward Guidance) Lula eclipse (Geopolitical Dispatch) Is Inflation About to Derail the Rally (Macro Mondays) CME's Terry Duffy on the Disconcerting State of Finance Regulation (Odd Lots) The Traitor in Chief (Paul Krugman) Trump's Putin Play, Elon's SpaceX Stock Pledge, and Netflix's Staffing Shakeup (Pivot) Why The Tech Selloff Just Reversed Course (Prof G Markets) EU-China Debrief with Yanmei Xie and Finbarr Bermingham (Sinification) Why the Everything Bubble keeps on inflating (The Big View) Central Bank Commentary (September-26) Federal Reserve, Bank of England, Bank of Japan, and the Swiss National Bank (The Central Banks' Watcher) Why You Can't Capitulate to Trump (The Ezra Klein Show) What Happens When Everyone Has a Health Expert in Their Pocket OpenAI's Karan Singhal (The a16z Show) A Narrower Path for Growth and Stability (Thoughts on the Market) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
Monday · 25 min
The Redundancy Premium: Trading Global Efficiency for Strategic Certainty
Today's episode examines the structural shift from cost-optimized to redundancy-optimized global networks as trade fragmentation and energy volatility redefine the macro landscape. We analyze the rising solvency risks in the AI infrastructure arms race and the widening K-shaped divergence between soaring equity markets and a fraying real economy. Read this edition in full at pers-int.com 0:00 - Introduction 0:34 - The Great Geopolitical Realignment 7:00 - Monetary Policy and the New Normal 13:50 - The AI Infrastructure Arms Race 18:53 - The Future of Industrial Value 21:08 - Macro Headwinds and Market Disparities 23:20 - Conclusion Referenced sources: France Riot Mayhem, Trump-Zelenskyy Feud, Europe's Plastic Dumpsite (Bloomberg Daybreak: Europe Edition) Potential Market Rebound and Shipping Latest (Bloomberg Surveillance) Building a Berkshire for the Middle Market - Tracy Britt Cool (EP.521) (Capital Allocators – Inside the Institutional Investment Industry) Unsanctioned behaviour (Geopolitical Dispatch) Hedgeye Investing Summit Fall 2026 Danielle DiMartino Booth, Founder, CEO & Chief Strategist of QI Research (Hedgeye Podcasts) Christina Skinner on the Financial Stability Oversight Council and Central Bank Independence (Macro Musings with David Beckworth) Jim Bianco Why I'm Finally Buying Bonds After Six Years (Monetary Matters with Jack Farley) Don Wilson on the GPU Market's Trillion Dollar Question (Odd Lots) Donald Trump is Politically Bankrupt. Be Very Afraid (Paul Krugman) AI, Rising Inequality and Rising Oligarchy (Paul Krugman) EMQs Who Lifts Heavier, Ed or George (Political Currency) Why The Stock Market Is Booming - But Your Paycheck Isn't (Prof G Markets) 323. Are creditors too hard on the UK (The Rest Is Money) Signal Over Noise Amid neocloud noise, AI demand remains the signal (UBS On-Air: Market Moves) UBS On-Air Paul Donovan Daily Audio 'Scapegoat economics' (UBS On-Air: Market Moves) Top of the Morning Fixed Income Strategist - Optics and opportunities (UBS On-Air: Market Moves) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
October 16 · 23 min
The Physical Wall: When AI Expansion Hits the Limits of Power and Debt
Today's episode examines the structural shift from software competition to a high-stakes scramble for energy, silicon, and copper. We analyze how the massive capital expenditures required for AI infrastructure are colliding with global energy shortages, rising sovereign debt in Europe, and the intensifying volatility of the commodities market. Read this edition in full at pers-int.com 0:00 - Introduction 0:36 - The AI Infrastructure Arms Race 7:18 - Central Bank Communication and Inflation 13:10 - Sovereign Debt and Political Instability 17:29 - Global Commodity and Energy Volatility 19:23 - The New Frontier of Emerging Markets 21:18 - Conclusion Referenced sources: Global Commodities It costs a lot (At Any Rate) US Rates - US CPI & TIPS On firmer footing (At Any Rate) Rates Debate Heats Up, UK Bank Tax Coming, Luxury's Unsold Secrets (Bloomberg Daybreak: Europe Edition) Central Bankers Hold Fire, UK Bank Tax Coming, Luxury's Unsold Secrets (Bloomberg Daybreak: Europe Edition) Tesla Launches Roadster at SpaceX Site in Latest Merger Hint (Bloomberg Intelligence) CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default (Bloomberg Intelligence) Bloomberg Surveillance TV October 16th, 2026 (Bloomberg Surveillance) AI Integration and Stock Fears (Bloomberg Surveillance) Bloomberg Surveillance TV October 15th, 2026 (Bloomberg Surveillance) Why a Chinese AI Lab's Product Lead Thinks AGI is Inevitable (ChinaTalk) Macro Matters Wellington's Medeiros on the Fed and 2027 Risks (FICC Focus) The Bond Market Is Pricing In Something Worse Than Inflation Weekly Roundup (Forward Guidance) Global Data Pod Gauging the fiscal and energy squeeze in Western Europe (Global Data Pod) Hedgeye Investing Summit Fall 2026 Dan Rasmussen, Founder & Portfolio Manager of Verdad (Hedgeye Podcasts) MacroVoices #554 Yasir Arafat Mass Manufacturing Nuclear Power Plants (Macro Voices) Markets Happy Hour Podcast October 16, 2026 - The Terrible Twins (Markets Happy Hour Podcast with Aoifinn Devitt) The French Political Crisis That's Turning Into a Debt Crisis (Odd Lots) Does Burnham have a foot in mouth problem (Political Currency) Will The AI Boom End Like The Railroad Crash Of 1873 - ft. Liaquat Ahamed (Prof G Markets) How OpenAI Could Cause a US Recession With Steve Eisman (The Compound and Friends) Lessons in communication for Kevin Warsh. With Chris Giles (The Economics Show) Is There an A.I. Bubble A Debate. (The Ezra Klein Show) AI Bubble Popping Or A Boring Pullback (The Macro Trading Floor) The Missing Piece in Latin America's Bull Case (Thoughts on the Market) UBS On-Air Paul Donovan Daily Audio 'Precisely' (UBS On-Air: Market Moves) Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 74) (UBS On-Air: Market Moves) The AI boom stumbles (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
October 15 · 24 min
The Solvency Collision: When AI Expansion Meets Physical and Fiscal Limits
Today's episode examines the growing fragility in the global economy as massive, debt-funded AI infrastructure projects collide with energy shortages and rising interest costs. We analyze the systemic risks of the 'neocloud' debt spiral, the rise of 'shrugflation' in the US, and the intensifying sovereign debt pressures across Europe. Read this edition in full at pers-int.com 0:00 - Introduction 0:48 - Silicon and Solvency: Navigating the AI Infrastructure Boom and Bust 8:42 - Market Watch: From Corporate Scandals to Retail Alpha 15:29 - The Shrugflation Trap: Inflation, Interest Rates, and the New Macro Reality 18:52 - Geopolitical Flashpoints: Energy Security and the Middle East Conflict 20:47 - The Great Divergence: European Debt Crises and UK Fiscal Shifts 22:49 - Conclusion Referenced sources: Global Stocks Plunge, Zelenskyy Blasts Musk & Trump, 'Beige' UK Budget (Bloomberg Daybreak: Europe Edition) BofA Shares Tumble After Fines, Weak Trading Drag Down Results (Bloomberg Intelligence) Bloomberg Surveillance TV October 14th, 2026 (Bloomberg Surveillance) If at first you don't succeed (Geopolitical Dispatch) Hedgeye Investing Summit Fall 2026 David McAlvany, CEO & Portfolio Manager of McAlvany Financials Group (Hedgeye Podcasts) The Shrugflation Triangle How AI, Oil, and Treasuries are Impacting the Economy (Kyla’s Newsletter) AI vs. the railroads (Noahpinion) CoreWeave Is Imploding - And Taking AI Stocks Down With It (Prof G Markets) The Fall of Kimberly Guilfoyle (The Journal.) Meb 654 Dirk (The Meb Faber Show - Better Investing) What's at stake in the Saudi-Houthi conflict (The Rachman Review) 322. Why French bond turmoil is good for Burnham (The Rest Is Money) What to Expect From the UK Budget (Thoughts on the Market) How should I be positioned with Steve Chiavarone (Federated Hermes) and Jason Draho (UBS CIO) (UBS On-Air: Market Moves) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
October 12 · 22 min
Managed Friction: The High Cost of Global Economic Fragmentation
Today's episode examines the transition from seamless globalization to a new era of state-led protectionism, characterized by negotiated trade barriers and strategic de-escalation. We analyze the systemic implications of this shift, from the EU’s automotive import caps and semiconductor vulnerabilities to the profound concentration risks and off-balance-sheet financing driving the current AI arms race. Read this edition in full at pers-int.com 0:00 - Introduction 0:41 - Fragmenting Frontiers: Geopolitics and the New Trade Wars 8:49 - Market Concentration and the Yield Squeeze 13:41 - The AI Arms Race: From Scaling Laws to Existential Risk 17:34 - Fiscal Crossroads: Budgets, Debts, and the UK Outlook 20:12 - Conclusion Referenced sources: UK Budget What markets may be missing (Barclays Brief) Saudi Airport Bombed Again, Europe Assassin Plot Arrest, France Contagion Risk (Bloomberg Daybreak: Europe Edition) Fourth Saudi Airport Strike, Europe Assassin Plot Arrest, France Contagion Risk (Bloomberg Daybreak: Europe Edition) Upward Pressure on Yields and Equities (Bloomberg Surveillance) Nate Soares on How AI Really Could Kill Us All (Odd Lots) EMQs The truth about government war gaming (Political Currency) BRICS, Bolsonaro and Brazil's Balancing Act (Sinification) 321. Should the UK rejoin a struggling European Union (The Rest Is Money) The Race to Recursive Self-Improving AI (The a16z Show) UBS On-Air Paul Donovan Daily Audio 'The Fast and the Furious' (UBS On-Air: Market Moves) Signal over Noise S&P 500 earnings are tethered to private fund flows (UBS On-Air: Market Moves) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
October 8 · 24 min
The Fragmentation Thesis: Navigating the Era of Closed-Loop Economies
Today's episode examines the structural transition from globalized integration to a landscape of fortified, autonomous silos. We analyze the cascading risks across the agentic cloud, the widening divergence in sovereign credit markets, and the emergence of decoupled, high-stakes competition in energy and trade. Read this edition in full at pers-int.com 0:00 - Introduction 0:41 - The Silicon Arms Race and the Agentic Cloud 7:03 - Geopolitical Fault Lines: From Brazil to the Middle East 13:09 - Macro Volatility and the Sovereign Debt Watch 18:08 - Consumer Shifts and the Luxury Market Headwinds 21:01 - The New Era of Credit and Real Estate Refinancing 22:56 - Conclusion Referenced sources: EU & China On The Brink, How China Got F-35 Parts, Spain's Richest Woman (Bloomberg Daybreak: Europe Edition) SpaceX in Talks to Borrow $40 Billion to Buy Nvidia Chips (Bloomberg Intelligence) Bloomberg Surveillance TV October 8th, 2026 (Bloomberg Surveillance) Bond Volatility and Energy Flows (Bloomberg Surveillance) Bloomberg Surveillance TV October 7th, 2026 (Bloomberg Surveillance) Real Estate Credit Over Yield at Invesco - Charlie Rose (EP.519) (Capital Allocators – Inside the Institutional Investment Industry) Compulsion to move (Geopolitical Dispatch) 424 Real assets roundup - what's moving the needle (L&G Talks Asset Management) MacroVoices #553 Brent Johnson Disparate Housewives (Macro Voices) Markets Happy Hour Podcast - October 8, 2026 - There's No Limit (Markets Happy Hour Podcast with Aoifinn Devitt) Stacy Rasgon Demand Is Off The Charts in Semiconductors... And Set To Double Again Soon (Monetary Matters with Jack Farley) What's the Matter With France (Paul Krugman) Why Chinese Fentanyl Factories Are Making Peptides Now (The Journal.) What would a Bolsonaro victory in Brazil mean for the world (The Rachman Review) Building the Cloud for an Agentic World AWS CEO Matt Garman (The a16z Show) TIP852 Hermès and LVMH Stock Time to Buy Luxury w Daniel Mahncke & Shawn O'Malley (We Study Billionaires - The Investor’s Podcast Network) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
October 7 · 24 min
The Hardware Trap: Decoupling Tech from the Global Supply Chain
Today's episode examines the systemic vulnerabilities emerging from the collision of US industrial policy and China's dominance in critical semiconductor materials like indium. We analyze how the widening gap between soaring AI valuations and the physical constraints of the global energy grid and mineral supply chains threatens to destabilize the broader macro landscape. Read this edition in full at pers-int.com 0:00 - Introduction 0:41 - The New Multipolar Order and Geopolitical Friction 6:40 - Market Concentration and the Tech-Driven S&P 13:06 - The Credit Landscape and Interest Rate Regimes 17:21 - The AI Arms Race and the Safety Gap 19:53 - Energy Transitions and Industrial Bottlenecks 21:56 - Conclusion Referenced sources: Paramount Closes Warner Merger in Historic Hollywood Deal (Bloomberg Intelligence) Equities, Bonds, and AI (Bloomberg Surveillance) China, the FCC, and the Logic of Transceivers (ChinaTalk) Ties That Bind (Doomberg) Credit Crunch Investor Survey 4Q - Rate Bears Hoard Rally Cash (FICC Focus) Irregular Michael dreams of Dispatches (Geopolitical Dispatch) Why The S&P Just Hit A Record High - Despite Soaring Yields (Prof G Markets) Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred WAYT (The Compound and Friends) 'This Is Nuts.' An OpenAI Insider Explains Why He Quit. (The Ezra Klein Show) Red, White and Who The Anti-AI Voters (The Journal.) IL54 Why Smart Investors Keep Making Crazy Decisions ft. Alex Edmans (Top Traders Unplugged) Fixed Income Conversation Corner with Mike Cudzil (PIMCO) and Leslie Falconio (UBS CIO) (UBS On-Air: Market Moves) There is only one trade (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
October 2 · 22 min
The Credit Collision: When Compute Ambition Cannibalizes Sovereign Solvency
Today's episode examines the structural instability arising from the massive capital outlays required for the superintelligence race, which are now directly competing with government credit for global liquidity. We analyze how the surge in AI infrastructure demand is driving a fundamental repricing of risk across US Treasury yields, European sovereign spreads, and the global energy market. Read this edition in full at pers-int.com 0:00 - Introduction 0:52 - The AI Debt Trap and the Superintelligence Race 6:38 - The Great Rate Re-pricing: Bonds, Spreads, and Yields 12:41 - Geopolitical Volatility and the Global Energy Crunch 15:44 - Election Fallout and the New Era of Fiscal Policy 18:58 - The New Frontier: Tokenization and Private Credit 20:47 - Conclusion Referenced sources: Global Rates Mixed themes in European rates - Euro area sovereign spreads and France, seasonality in DM rates, cross-currency basis update and UK rate markets (At Any Rate) Global Rates - Increasing risk of CTD switches in UST and Eurex futures (At Any Rate) US Gulf Force Surge, Emergency EU Diesel Talks, Plunging Bank Stocks (Bloomberg Daybreak: Europe Edition) Tesla's EV Sales Top Estimates With Car Business Stabilizing (Bloomberg Intelligence) Bloomberg Surveillance TV October 2nd, 2026 (Bloomberg Surveillance) September Jobs Report (Bloomberg Surveillance) Bloomberg Surveillance TV October 1st, 2026 (Bloomberg Surveillance) FICC Focus Special Baring's Slaven Is Cautious on Complexity (FICC Focus) Macro Matters Rabobank's Lawrence on Rates and Global Markets (FICC Focus) Oil, oil every where, nor any drop to burn (Geopolitical Dispatch) A.I. Agents Cute, Cuddly and Maybe Catastrophically Dangerous (Hard Fork) The Election Risks Markets Can't Ignore Protect the Pile Episode 28 (Hedgeye Podcasts) 423 The Higher-for-Longer Reckoning (L&G Talks Asset Management) Ep. 378 Apurv Jain on Alternative Data, Real-Time Macro Nowcasting, and AI's Economic Role (Macro Hive Conversations With Bilal Hafeez) MacroVoices #552 David Rosenberg Navigating The Noise (Macro Voices) Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk (Monetary Matters with Jack Farley) How Airlines Actually Hedge Higher Fuel Prices (Odd Lots) AI's Rocky Road to Wall Street, Hegseth's Macho Military, and Trump's AI Safety Theater (Pivot) Will Burnham's big and bold speech backfire (Political Currency) Steve Eisman One Company Could Break The AI Boom (Prof G Markets) Is Gen Z Completely Cooked With Ed Elson (The Compound and Friends) Kirkland & Ellis Sees More Distressed Lenders Flipping Company Boards (The Credit Edge by Bloomberg Intelligence) Why Big Tech wants more economists (The Economics Show) Macro Blowups Everywhere - What Now (The Macro Trading Floor) AI Is Becoming a Stock Picker's Market (The Markets) How AI and Tokenization Could Reshape Wealth Management (Thoughts on the Market) UBS On-Air Paul Donovan Daily Audio 'The labor market anomaly' (UBS On-Air: Market Moves) Hyperscale my debt! (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
September 30 · 23 min
The Scarcity Regime: Navigating the Collision of Credit, Compute, and Carbon
Today's episode examines the structural shift toward a global economy defined by physical constraints, from the rising cost of capital and the widening credit squeeze to the energy bottlenecks threatening the AI revolution. We analyze how the decoupling of US-China trade and Middle East energy volatility are forcing a fundamental transition from optimizing for growth to optimizing for resource resilience. Read this edition in full at pers-int.com 0:00 - Introduction 0:45 - Yield Curves and the Global Credit Squeeze 7:28 - The Great Decoupling: US-China Trade Wars and Manufacturing Shifts 12:31 - The Silicon Arms Race: Compute, Tokens, and the AI Infrastructure Boom 16:22 - Energy Volatility and Middle East Geopolitics 18:58 - Wealth Concentration and the New Economic Divide 21:26 - Conclusion Referenced sources: The bloody birth of the bond market (Behind the Money) Burnham Gets Radical, Oil Flows Recover, Man City's $1.2B 'Sham' (Bloomberg Daybreak: Europe Edition) Apple Is Ready to Make Long-Awaited Push Into Smart-Home Market (Bloomberg Intelligence) Smart Ring Maker Oura Becomes Latest Company to Delay US IPO (Bloomberg Intelligence) Bloomberg Surveillance TV September 30th, 2026 (Bloomberg Surveillance) PCE, Yields, and the Tech Trade (Bloomberg Surveillance) Bloomberg Surveillance TV September 29th, 2026 (Bloomberg Surveillance) Logan Wright on Broken China (ChinaTalk) Shuttle diplomacy (Geopolitical Dispatch) Is the yield curve inverted (Macro Mondays) At the Money The Data Behind America's Wealthy (Masters in Business) Token Bill Dwarfs CPU Bill Ben Pouladian on Meta's Muse, Anthropic S1, and Why All Roads Still Lead to NVIDIA (Monetary Matters with Jack Farley) One More Reason Americans Hate AI It Does Nothing for Them (Paul Krugman) Gung-Ho Diplomacy Chinese Commentary on the Trump-Xi Summit (Sinification) Bad feeling, weak internals, confidence collapse, Nvidia breaking out WAYT (The Compound and Friends) China's $12 Trillion Manufacturing Upgrade (Thoughts on the Market) Top of the Morning CIO Strategy Snapshot - Implications of higher rates (UBS On-Air: Market Moves) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
September 29 · 22 min
The Agentic Friction: When Autonomous Intelligence Hits Physical Limits
Today's episode examines the widening structural disconnect between the rapid ascent of autonomous AI agents and the escalating volatility of the physical world. We analyze the systemic risks of the 'Agentic Future,' from the massive debt loads in AI infrastructure to the geopolitical bottlenecks threatening global energy and supply chains. Read this edition in full at pers-int.com 0:00 - Introduction 0:37 - The Great AI Arms Race and Agentic Future 8:12 - Private Markets and Capital Allocation 12:42 - Geopolitical Friction and Trade Tensions 15:49 - The Bondpocalypse and Macro Volatility 18:38 - The Cost of Living and Economic Disparity 20:46 - Conclusion Referenced sources: Daniel Ek Life After Spotify, Broken Healthcare Incentives, Catching Disease Early & AI's Potential (All-In with Chamath, Jason, Sacks & Friedberg) EQT's Christian Sinding - Why not Europe and building the €1 trillion company (Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets) Trump-Xi Stability without resolution (Barclays Brief) 'Bondpocalypse' Tests Growth, $6 Trillion AI Test, Europe Gas Storage Pain (Bloomberg Daybreak: Europe Edition) 'Bondpocalypse' Tests Growth, $6 Trillion AI Question, Europe Gas Storage Pain (Bloomberg Daybreak: Europe Edition) Nvidia Boosts Share Buyback Program by $150 Billion (Bloomberg Intelligence) Traders Have Data, Fedspeak and AI to Navigate (Bloomberg Surveillance) How Family Businesses Should Plan for Generational Success (Exchanges) China plates (Geopolitical Dispatch) Meeting Pebble Beach's CEO Lee & The IC (Investors' Chronicle) Nvidia's AI Guardrails, Big Tech's White House Visits, and Elon's Voter Data Grab (Pivot) Wall Street Veteran The Bond Sell-Off Is A Buying Opportunity (Prof G Markets) The right way to prepare future workers for AI (The Big View) Erik Hirsch, CEO of Hamilton Lane, on the Explosive Growth of Private Markets (The Compound and Friends) Bill Gates's Blunt Warning on A.I. (The Ezra Klein Show) Why 'What's for Dinner' Is Harder than Ever (The Journal.) The Personal Agent Race Is Here Anish Acharya & David Pawlan (The a16z Show) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
September 25 · 22 min
The Liquidity Collision: When Fiscal Dominance Meets the Agentic Boom
Today's episode examines the structural transition from cheap capital to a regime of aggressive fiscal competition and supply-driven volatility. We analyze how the US Treasury's massive debt issuance and the trillion-dollar CapEx requirements of the AI revolution are converging to strain global liquidity and energy infrastructure. Read this edition in full at pers-int.com 0:00 - Introduction 0:38 - The Great Yield Reset: Bonds, Budgets, and the 5% Reality 6:58 - The Agentic Economy: AI Infrastructure and the New CapEx Cycle 12:40 - The New Realpolitik: US-China Divergence and Middle East Agency 16:31 - Energy Weaponization and the Global Diesel Crisis 18:40 - Searching for Alpha in the Era of Distressed Debt 20:35 - Conclusion Referenced sources: EM Fixed Income Navigating some sudden market turbulence (At Any Rate) Iran's 7-Day Offer, NATO's Europe Fuel Fears, Blood For Bond Yields (Bloomberg Daybreak: Europe Edition) Meta Introduces Palm-Sized Device to Use Muse AI (Bloomberg Intelligence) Bloomberg Surveillance TV September 24th, 2026 (Bloomberg Surveillance) Chartbook 476 Walled-in wealth #2 US-China oligarchic divergence. (Chartbook) State of Distressed Latham's Sobolewski on Evolving LME Tactics (FICC Focus) Macro Matters Rockefeller's Chang on AI, Rates and Bond Markets (FICC Focus) The Ezra Klein Show Jensen Huang Thinks A.I. Alarmism Has Gone Too Far (Hard Fork) British AI winners, prize draws and perfect pensions Companies and Markets Show (Investors' Chronicle) 422 AI victors, vulnerabilities and value (L&G Talks Asset Management) Ep. 377 Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom (Macro Hive Conversations With Bilal Hafeez) MacroVoices #551 Michael Every Decoding The Global Geopolitical Puzzle (Macro Voices) The Region that Defies Prediction. The Middle East's Past Upheavals and the Storms Yet to Break. With Author Simon Sebag Montefiore (Money Maze Podcast) Trump TV, Meta's Muse Charm, and Xi in D.C. (Pivot) Can the Burnham & Trump love-in last (Political Currency) How To Actually Regulate AI - ft. Alex Bores (Prof G Markets) Magnetar Scours $600 Billion Stressed Debt Pile for Bond, Loan Value (The Credit Edge by Bloomberg Intelligence) What Does Abdul El-Sayed Believe (The Ezra Klein Show) Why the Bond Market May Be the Stock Market's Biggest Risk (The Markets) The Global Diesel Problem (Thoughts on the Market) Bond bombshell (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
September 24 · 24 min
The Physicalization of Code: When Silicon Ambition Meets Energy Constraints
Today's episode examines the structural shift in the AI race from algorithmic development to the massive capital requirements of physical infrastructure and power capacity. We analyze the widening fiscal deficits and rising yields that threaten to collide with the unprecedented CapEx demands of the global digital arms race. Read this edition in full at pers-int.com 0:00 - Introduction 0:44 - The AI Arms Race: From Agentic Models to Infrastructure Bottlenecks 8:11 - Yield Curve Chaos: Navigating High Rates and Rising Debt 14:18 - The Great Decoupling: US-China Tensions and Trade Truces 17:29 - The New Wealth Frontier: Private Equity and Business Ownership 20:36 - Energy Wars and Commodity Shocks: The Diesel and Oil Dilemma 22:28 - Conclusion Referenced sources: Luca Ferrari, Bending Spoons CEO The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't Compete (All-In with Chamath, Jason, Sacks & Friedberg) US-China Truce, Carney Eyes US Invasion Risk, Fake Cigarettes Flood Europe (Bloomberg Daybreak: Europe Edition) Trump & Xi Buy Time, Carney Eyes US Invasion Risk, Fake Cigarettes Flood Europe (Bloomberg Daybreak: Europe Edition) Meta Introduces Palm-Sized Device to Use Muse AI (Bloomberg Intelligence) Bloomberg Surveillance TV September 24th, 2026 (Bloomberg Surveillance) UNGA, Trump-Xi, and a Global Bond Selloff (Bloomberg Surveillance) Why Markets May Be Pricing in Too Many Fed Rate Hikes (Exchanges) Bond bombshells (Geopolitical Dispatch) 422 AI victors, vulnerabilities and value (L&G Talks Asset Management) At The Money Who Is Wealthy in America, and How Did They Get Rich (Masters in Business) Why the Fed May Have to Hike Far Higher Than Expected Henry Peabody on the Fed's Triple Mandate and Uneven Transmission of Monetary Policy (Monetary Matters with Jack Farley) Donald the Deadbeat Does Diesel (Paul Krugman) Bonds Are Going Haywire Again - Howard Marks Explains Why (Prof G Markets) The Unexpected Investment Case for AI Safety (Thoughts on the Market) TIP848 Meta (META) What the Market Misses w Daniel Mahncke & Shawn O'Malley (We Study Billionaires - The Investor’s Podcast Network) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
September 23 · 23 min
The Transactional Pivot: When Diplomacy Becomes a Business Model
Today's episode examines the erosion of rules-based security architectures in favor of a fragmented, transactional landscape defined by energy supply shocks and industrial competition. We analyze how the shift from software-led growth to the massive energy requirements of the 'AI factory' era is fundamentally re-anchoring global interest rate trajectories to commodity volatility. Read this edition in full at pers-int.com 0:00 - Introduction 0:39 - Shifting Alliances and Diplomatic Friction 7:57 - The Energy Shock and Central Bank Crossroads 14:26 - AI Factories and the New Industrial Revolution 19:07 - Frontier Markets and Investment Scams 22:04 - Conclusion Referenced sources: Economics PODCASTKey Takeaways 2026 Emerging and Frontier Markets Opportunities Conference (At Any Rate) 'Very Good' Iran Talks, Burnham's Big Moment, Morocco's Football Leader (Bloomberg Daybreak: Europe Edition) 'Very Good' Iran Talks, Burnham's Big Moment, Morocco's Football Power Play (Bloomberg Daybreak: Europe Edition) Bloomberg Surveillance TV September 23rd, 2026 (Bloomberg Surveillance) US Economic Outlook amid Fed Tightening (Bloomberg Surveillance) Xi Descends on DC (ChinaTalk) The Xi State Visit (ChinaTalk) The madman is the message (Geopolitical Dispatch) Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market Eric Wallerstein Clocktower Group (Monetary Matters with Jack Farley) Oil Expert We Can't Predict Iran Anymore (Prof G Markets) China's Strategy for Promoting Non-Alignment in Southeast Asia Xue Song (Sinification) Jensen Huang Thinks A.I. Alarmism Has Gone Too Far (The Ezra Klein Show) Jensen Huang vs. the A.I. Doomers (The Ezra Klein Show) Inside Canada's EU Courtship (The Journal.) Why Central Banks Are Raising Rates Again (Thoughts on the Market) UBS On-Air Paul Donovan Daily Audio 'Spinning away from war' (UBS On-Air: Market Moves) Turkish dismay (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
September 22 · 22 min
The Fragmentation Premium: Navigating the Collapse of Global Efficiency
Today's episode examines the transition from globalized cost-optimization to a landscape of localized, security-centric trade blocs and the resulting impact on sovereign debt and capital allocation. We analyze how the convergence of aggressive trade protectionism, structural shifts in the bond market, and the rise of autonomous AI agents is redefining the very nature of geopolitical and economic stability. Read this edition in full at pers-int.com 0:00 - Introduction 0:42 - The Great Fragmentation: Trade Wars and New Alliances 7:09 - Monetary Crossroads: Yield Volatility and the Debt Burden 13:50 - Capital in Motion: M&A Trends and Asset Allocation 17:28 - The AI Frontier: From Efficiency to Existential Risk 20:51 - Conclusion Referenced sources: Daybreak Weekend US Housing, German Elections & President Xi's US Visit (Bloomberg Daybreak: Europe Edition) The Bank of Mom & Dad; College Sports Going Pro & The Return of the Suit (Bloomberg Surveillance) Week signals Bad things come in three (Geopolitical Dispatch) Global Data Pod Weekender Tomayto, tomahto (Global Data Pod) Software vs. Semis The Next Battle in AI Protect the Pile Episode 26 (Hedgeye Podcasts) Why The 30-Year Treasury Lost Its Biggest Buyers David Busch on Why High Yields Are Attractive Right Now (Monetary Matters with Jack Farley) Brookfield of Dreams (Net Interest) A Goldman M&A Banker Helped Bring the Olympics to Los Angeles (Odd Lots) Why Does Everyone Hate Trump's Tariffs (Paul Krugman) Economic Size and Economic Power (Paul Krugman) We're Not Losing Control of A.I. We're Giving It Away. (The Ezra Klein Show) What Worries Me Most About A.I. (The Ezra Klein Show) This Is What I fear Most About A.I. (The Ezra Klein Show) SI418 Why Markets Are More Alive Than We Think ft. Richard Brennan (Top Traders Unplugged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
September 16 · 24 min
The Industrial Pivot: When Massive CapEx Meets the Debt Wall
Today's episode examines the fundamental shift from an asset-light software era to a capital-intensive industrial model, where the AI arms race is colliding with rising Treasury yields and a looming trillion-dollar debt maturity wall. We analyze how the convergence of supply-side inflation, geopolitical energy bottlenecks, and the end of predictable central bank policy is forcing a structural reconfiguration of global capital. Read this edition in full at pers-int.com 0:00 - Introduction 0:40 - The Great Rate Reset: Fed Policy and Yield Volatility 9:16 - Silicon Warfare: The Global AI Arms Race 15:54 - Geopolitical Chokepoints and Energy Security 18:22 - Political Upheaval and the New Right 20:50 - The Credit Crunch: Debt Maturities and Market Shifts 22:45 - Conclusion Referenced sources: Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI (All-In with Chamath, Jason, Sacks & Friedberg) AI Fears Mount on CEO Calls for Slowdown (Bloomberg Intelligence) Bloomberg Surveillance TV September 16th, 2026 (Bloomberg Surveillance) The Fed, Rate Hikes, and AI (Bloomberg Surveillance) Can Taiwan Build Drones Part 2 (ChinaTalk) Can Taiwan Build Drone Part 2 (ChinaTalk) The Market Is Mispricing A Correlation Shock Dean Curnutt (Forward Guidance) The straits narrow (Geopolitical Dispatch) The anti-American Right (Noahpinion) What diversification really means - key takeaways from the New York Forum (Private Debt Investor Podcast) AI Insiders Keep Saying We're In Danger - Where's The Evidence (Prof G Markets) FOMC An Almost Certain Hike (The Central Banks' Watcher) Optimistic On AI, Calm About Yields - But Own Land - Thomas Peterffy (The Master Investor Podcast with Wilfred Frost) The Mid-Cycle Shift Equity Investors Shouldn't Miss (Thoughts on the Market) IL53 How Bonds Quietly Built the Modern World ft. Robin Wigglesworth (Top Traders Unplugged) Top of the Morning Fixed Income Strategist - Supply shifts (UBS On-Air: Market Moves) UBS On-Air Paul Donovan Daily Audio 'A series of unfortunate events' (UBS On-Air: Market Moves) Should markets discount the AI apocalypse (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
September 14 · 23 min
The Sovereignty Shift: Navigating the Era of Weaponized Interdependence
Today's episode examines the structural transition from global efficiency to a fragmented landscape of strategic autonomy, where trade networks and technological bottlenecks are increasingly used as tools of geopolitical coercion. We analyze the implications of the Trump administration's deregulation of frontier tech, the intensifying energy volatility in the Red Sea, and the mounting fiscal fragility facing the US and UK as markets react to rising interest rate pressures. Read this edition in full at pers-int.com 0:00 - Introduction 0:45 - The New Geoeconomic Order: Trade, Tariffs, and Tech 6:47 - The AI Alpha Race: From Productivity to Strategy 11:28 - Global Energy Fault Lines and Geopolitical Volatility 15:55 - Monetary Crossroads: Rate Hikes and Fiscal Fragility 19:39 - Shifting Capital Flows: Private Credit and Digital Assets 21:44 - Conclusion Referenced sources: AI CEOs Vs Trump, Minutes From Disaster, Swedish Voters In Limbo (Bloomberg Daybreak: Europe Edition) AI Bosses Risk Clash With Wall Street and Trump Over Safety (Bloomberg Intelligence) Bloomberg Surveillance TV September 14th, 2026 (Bloomberg Surveillance) The Shifting AI and Energy Trades (Bloomberg Surveillance) AI in the Investment Office - Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515) (Capital Allocators – Inside the Institutional Investment Industry) A change of plans (Geopolitical Dispatch) Nellie Liang on Stablecoins After GENIUS, Private Money, and the Global Dollar (Macro Musings with David Beckworth) The Fed Paints itself into a Rate-Hiking Corner (Notes on the Week Ahead) The MAGA Plot(s) to Destroy Humanity (Paul Krugman) Trade, Peace and War (Paul Krugman) Allocation, allocation, allocation LPs double down on European private credit (Private Debt Investor Podcast) 313. Ruth Curtice middle earners need to be taxed more (The Rest Is Money) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
September 11 · 25 min
The Great Collision: When Fiscal Volatility Meets Resource Scarcity
Today's episode examines the destabilizing convergence of unanchored sovereign debt and the massive capital demands of the AI revolution. We analyze how the breakdown of bond market stability and rising energy-driven inflation are fundamentally rewriting the calculus for global institutional investors. Read this edition in full at pers-int.com 0:00 - Introduction 0:39 - The Debt Trap and the Bond Market Revolt 7:43 - The AI Arms Race and the Infrastructure Boom 13:16 - The New Era of Populism and Political Instability 18:12 - Energy Shocks and Global Commodity Volatility 20:57 - Macro Shifts in Credit and Real Assets 23:28 - Conclusion Referenced sources: Global FX Post-CPI and pre-Fed FX round up (At Any Rate) Bond Selloff Accelerates, OpenAI Weighs Slowdown, Dutch Village Demolition Fight (Bloomberg Daybreak: Europe Edition) Microsoft Plans Data Center Push to Triple Its Computing Power (Bloomberg Intelligence) Bloomberg Surveillance TV September 11th, 2026 (Bloomberg Surveillance) CPI and National Security since 911 (Bloomberg Surveillance) Chartbook 474 The state is the problem - the AfD's anti-systemic diagnosis of contemporary Germany. (Chartbook) GWOT at 25 with Wesley Morgan (ChinaTalk) The Bond Market Is Trapping The Fed Weekly Roundup (Forward Guidance) Red Sea to a bull market (Geopolitical Dispatch) Global Data Pod The ECB is on the move, will the BoE follow (Global Data Pod) The Ezra Klein Show The A.I. Revolt Is Here (Hard Fork) Markets Happy Hour Podcast September 10, 2026 - Featuring Joseph Little of HSBC Asset Management (Markets Happy Hour Podcast with Aoifinn Devitt) Why Farmland With Centuries of Water Is the Ultimate Scarce Asset John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland (Monetary Matters with Jack Farley) The Five Deals That Made Apollo (Net Interest) Why Bridgewater's CIO Says AI's Human Extinction Risk Is Real (Odd Lots) The Long Decline of America (Paul Krugman) Trump's 911 Fiction, a Major AI Warning, and Apple's Foldable iPhone (Pivot) Why The Bond Market Is Starting To Revolt - ft. Katie Martin (Prof G Markets) The Most Interesting Macro Moment of My Lifetime with Jens Nordvig (The Compound and Friends) Hedge Fund Andromeda Warns of 'Titanic' Debt Disaster as Yields Soar (The Credit Edge by Bloomberg Intelligence) Will US debt burst the AI bubble With Ruchir Sharma (The Economics Show) Francis Fukuyama on Trump, China and the Legacy of 911 (The Ezra Klein Show) Why I Can't Stop Thinking About 'The End of History' (The Ezra Klein Show) FT's Robin Wigglesworth Why Bonds, Not Stocks, Rule Everything Around Us #650 (The Meb Faber Show - Better Investing) The Fed, Football and the Price of Ambiguity (Thoughts on the Market) Across the Pond Europe's political pendulum swings wider (UBS On-Air: Market Moves) Washington Weekly Podcast Missouri redistricting, GOP convention, 9-11 remembrance (UBS On-Air: Market Moves) UBS On-Air Paul Donovan Daily Audio 'Prices palooza' (UBS On-Air: Market Moves) Oil, yen and egonomics (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
September 10 · 21 min
The Transparency Vacuum: Navigating the Great Macro Un-Anchoring
Today's episode examines the widening decoupling between central bank opacity and market volatility, as the Federal Reserve moves toward a reactive 'Delphic' guidance model. We analyze the cascading implications of this shift, from the global capital hunger driving the AI infrastructure arms race to the structural risks emerging within the private credit and sovereign debt landscapes. Read this edition in full at pers-int.com 0:00 - Introduction 0:52 - The Fed's Silence and the Yield Curve's Reckoning 6:27 - The AI Infrastructure Arms Race 11:18 - Geopolitical Flashpoints and the New Security Order 14:37 - The New Economy: From Creator Assets to Consumer Shifts 17:34 - Credit Darwinism and the Private Equity Frontier 20:29 - Conclusion Referenced sources: Golub Capital's David Golub - inside the mind of one of private credit's pioneers (Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets) Soaring BOE & ECB Hike Bets, iPhone 'Duo' Revealed, Power Eludes Sweden's Populist (Bloomberg Daybreak: Europe Edition) Chewy Shares Slump as Executives Say Consumers Remain Pressured (Bloomberg Intelligence) How Will Less Fed Transparency Affect Markets and the Economy (Exchanges) At The Money Considering a Career Change How About FINFLUENCER (Masters in Business) Anthropic Whistleblower Says AI Could Kill Us All (Prof G Markets) Crossroads (The Insight by Oaktree Capital) The world at war (The Rachman Review) How AI Is Rewriting the Power Law of Venture Capital (The a16z Show) Can the AI Spending Boom Pay Off (Thoughts on the Market) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

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