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The escalating tensions between the Trump administration and the Federal Reserve reach a new level as Jerome Powell is served with a DOJ subpoena, potentially threatening criminal charges over Fed building renovations, which Powell claims is an act of political revenge.
An expert discussion of portfolio construction that challenges traditional 60/40 investing strategies, explores the importance of understanding individual risk profiles, and examines how factors like time horizon, income stability, and macro trends impact optimal investment approaches.
Greg Grandin explains how the Monroe Doctrine has historically been a tool for the United States to assert dominance in Latin America, particularly during moments of global weakness, and how Trump's current approach to Venezuela represents a modern, transactional interpretation of this long-standing foreign policy principle.
An expert discusses the complex landscape of Venezuela's $170 billion debt, exploring potential restructuring scenarios, the challenges of sovereign debt negotiations, and the geopolitical factors that could influence how creditors might be repaid.
An analysis of the potential geopolitical and oil market implications of Maduro's arrest reveals the complex challenges of developing Venezuela's massive oil reserves amid political uncertainty, sanctions, and low global oil prices.
An exploration of rising auto loan delinquencies reveals a complex economic landscape where surging prices, higher interest rates, and escalating insurance costs are creating financial pressure for consumers across income levels.
Alex Bores, a New York state assemblymember with a tech background, discusses his AI regulation bill and why the AI industry is targeting his congressional campaign with a $10 million super PAC effort.
Steven Rinella discusses the overlooked economic significance of hunting in early American history, exploring how animal products like deerskins, beaver pelts, and buffalo hides were crucial drivers of trade and industrial development.
D.A. Wallach, a former musician turned biotech investor, discusses the unique challenges of investing in biotechnology, including low probabilities of drug success, the potential of AI, and the evolving global landscape of pharmaceutical innovation.
Dan Wertman from Noetica discusses how AI is being used to analyze credit market deal terms, revealing a "flight to fortification" with lenders increasingly adding structural protections amid potential market distress and complex AI-related financing structures.
Travis Kavulla explains the complexities of electricity pricing and grid infrastructure, focusing on the challenges of integrating massive AI data center demand and the regulatory approaches to managing electricity market growth.
Dmitry Shevelenko discusses Perplexity's vision for transforming internet search and information retrieval through AI, focusing on accuracy, trust, and creating a new model for media and technology consumption.
A deep dive into why housing construction in America remains inefficient, exploring the challenges of prefabrication, manufacturing constraints, and the persistent low-tech nature of home building.
A deep dive into Sysco, the massive food distributor that has quietly shaped American restaurant menus through its extensive logistics network, standardized ingredients, and controversial roll-up strategy that has led to decreased food quality and variety.
As the dollar weakened unexpectedly despite tariffs and higher interest rates, global investors responded not by abandoning US dollar assets but by hedging their exposure through foreign exchange swaps, treating dollar investments increasingly like emerging market bonds.
The U.S. government is taking unprecedented equity stakes in companies like Intel and MP Materials as part of a new, more interventionist industrial policy approach that marks a significant shift from traditional government support of industries.