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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.