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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.
Jan Hatzius and Ben Snider from Goldman Sachs discuss their economic and market outlook for 2026, highlighting strong earnings growth, the potential impact of AI, and expectations for continued economic resilience despite concerns about market concentration and productivity shifts.
A deep dive into the booming underground market of Chinese peptides, exploring their growing popularity among tech workers in San Francisco, their unregulated supply chain, and the cultural trends driving their experimental use.
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.
Max Levchin, co-founder and CEO of Affirm, discusses how his Buy Now, Pay Later company differentiates itself from traditional credit cards by offering transparent, no-hidden-fee lending with a focus on responsible borrowing and individual transaction underwriting.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.