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A conversation with Bart Hutchins, chef-owner of Butterworth's, a buzzy Washington DC restaurant known for its political clientele, explores the intricacies of running a high-end restaurant, sourcing ingredients from local Amish farmers, and navigating the challenging post-pandemic restaurant landscape.
Tracy and Joe host their annual Q&A episode, answering listener questions about topics ranging from Chinese history and Bitcoin to Magic: The Gathering and their podcast's approach to interviewing guests.
Scott Kupor, director of the U.S. Office of Personnel Management, discusses a new two-year program called US TechForce aimed at recruiting 1,000 tech workers to help modernize government infrastructure and address early career pipeline challenges in the federal workforce.
A deep dive into the complex world of data center financing, exploring the challenges of power interconnection, tenant diversification, technological risks, and the emerging financial structures supporting the massive AI-driven infrastructure build-out.
Dan Ivascyn discusses the changing fixed income landscape, the potential for bond investments in 2025, and the opportunities in global markets amid evolving economic and political conditions.
A deep dive into the credit card industry reveals why interest rates are so high, exploring factors like marketing costs, interchange fees, and the surprising insensitivity of consumers to high borrowing rates.
In this episode, Harvard professor Graham Allison discusses the potential risks of a US-China conflict through the lens of the "Thucydides Trap," exploring the historical dynamics of rising and ruling powers and the delicate balance that could prevent or precipitate a potential war.
Ray Dalio discusses five major historical forces reshaping the world: monetary systems, wealth inequality, geopolitical shifts, natural events, and technological innovation, with a particular focus on how AI and current global changes reflect historical patterns of economic and societal transformation.
In this episode of Odd Lots, Bill Bullard, CEO of R-CALF USA, discusses the challenges facing America's cattle ranchers, including industry consolidation, import pressures, and the shrinking domestic beef supply, highlighting how a lack of antitrust enforcement and market concentration have squeezed independent cattle producers.
Boston Fed President Susan Collins discusses the current economic landscape, focusing on the delicate balance between managing inflation and potential labor market weakness, and explaining her cautious approach to potential interest rate cuts.
Tyler Cowen discusses why AI hasn't dramatically transformed the economy yet, arguing that while the technology is impressive, its impact will be gradual, with new organizations built around AI taking 20+ years to truly transform economic productivity.
Saagar Enjeti discusses the emerging bipartisan political backlash against AI, highlighting concerns about labor displacement, electricity usage, potential government bailouts, and growing skepticism towards tech leaders across the political spectrum.
Jeffrey Gundlach discusses his bearish outlook on financial markets, warning of potential crises in private credit, overvalued assets, and unsustainable US government debt, while recommending investors diversify with non-US assets, gold, and cash.
Citi's Dirk Willer discusses the current stock market bubble, its potential duration, and key indicators for identifying when the bubble might be nearing its end, drawing parallels to historical market bubbles like the dot-com era.
Paul Kedrosky argues that the AI boom is a unique bubble combining elements of real estate, technology, loose credit, and potential government backstops, creating an unprecedented and potentially unsustainable investment landscape.
Cliff Asness discusses how markets have become less efficient over the past decade, exploring reasons like the rise of passive investing, social media's impact on crowd behavior, and the increasing presence of retail investors trading based on momentum rather than fundamentals.
Jerry Neumann argues that while AI is revolutionary, the real winners won't be early investors or tech companies, but rather downstream businesses that use AI to expand their market share and pass efficiencies on to consumers, similar to how Walmart and IKEA benefited from containerization.
An in-depth exploration of China's real estate sector reveals how land became a critical economic asset, driving wealth creation and urban development while simultaneously creating a massive speculative bubble that threatens economic stability.
San Francisco Mayor Daniel Lurie discusses the city's efforts to address homelessness, public safety, housing affordability, and the AI ecosystem, highlighting improvements in crime rates and his vision for creating a more dynamic and supportive urban environment.
A deep dive into how Hudson River Trading uses AI for short-term market predictions, exploring the nuanced differences between traditional algorithmic trading and modern AI approaches, with a focus on data processing, model training, and the unique challenges of trading technology.
A growing number of researchers are exploring the potential sentience and welfare of AI models, examining whether these systems could be considered moral patients deserving ethical consideration similar to how we think about animal rights.
Daniel Yergin discusses the current state of the global energy transition, highlighting the continued dominance of hydrocarbons, the challenges of shifting to renewable energy, and the complex interplay between technology, geopolitics, and energy markets.
Olli Rehn discusses Europe's competitiveness challenges, including energy costs, Chinese competition, and the need for deeper economic integration through defense spending and a unified capital market to strengthen the continent's global role.
Mary Daly, president of the San Francisco Fed, visits Anchorage, Alaska to gather firsthand insights about the economy by speaking with local businesses and understanding the unique challenges of operating in a remote, supply-chain-stressed state.
An exploration of Argentina's persistent economic challenges, highlighting the country's recurring financial crises, political instability, and the potential for reform under President Javier Milei's administration.