Ricardo Hausmann Explains How the Venezuelan Economy Collapsed

Ricardo Hausmann is a professor at the Harvard Kennedy School and the director of Harvard's Growth Lab. We've talked to him multiple times in the past about the necessary preconditions for economies to grow and thrive. But in addition to his academic work, Hausmann was previously a policymaker in V…

Evolving Money: The Tokenization Tipping Point (Sponsored Content)

In less than three years, the amount of tokenized real-world assets has grown eightfold, to more than $30 billion across equities, fixed income, private assets, real estate and more. And that’s just the start of the tokenization revolution, experts predict, because of four main drivers:  Increased …

Lots More With Charlie McElligott on This Week's SaaSpocalypse

This week has been a pretty wild one in markets. Some of the most popular trades of recent years — like going long software, crypto, or gold — suddenly collapsed. Of course, there are plenty of things you can point to as the proximate cause of the selloff. AI is now an existential threat to SaaS. B…

How a Former Fed Vice-Chair Is thinking About the Next Fed Chair

The nomination of Kevin Warsh to be the next chair of the Federal Reserve obviously has big implications for markets. But it also comes with some interesting sociological questions too. What role does the Fed chair actually play in setting monetary policy? How do they communicate -- and influence -…

This Is How The US Can Become a Player in Rare Earth Metals

China's dominance of the rare earths market is well known. This not only creates potential vulnerabilities for companies, should access to those rare earths ever get cut off, it also gives China significant leverage in trade negotiations right now. Of course, the issue is not that China is naturall…

The Surprising Similarity Between the US and Chinese Internets

In the 90s, there was a lot of talk about how the Internet would be a liberalizing force in the world. Bill Clinton famously predicted that it would be impossible for China to lock down the Internet, and that this would have profound effects on domestic politics. Of course that didn't come true -- …

The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up

Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power all these new data centers, energy investment has become a hot play as investors take a "picks and shovels" approach. But one long-time analyst says th…

Lots More With Skanda Amarnath on the Risks of Kevin Warsh

Trump has announced that former Fed Governor Kevin Warsh is going to be his nominee to succeed Jerome Powell. The responses to the news are split among some interesting lines. People like Neil Dutta have been highly critical, while at the same time, the pick has earned praise from Jason Furman, who…

Jeff Currie on the Crazy Surge in Metals, And Why The Supercycle Has Years to Run

The big story this year is the surge in metals. And it's really all metals. The ultimate industrial metal, copper, has been on a massive tear, but so has gold, which has very few industrial uses. And then, of course, silver has seen a blistering rally, in part due to massive buying in China. On thi…

What It's Like to Do Big Ag Business in Venezuela and Ukraine

The Trump administration says it wants to kick start private investment in Venezuela now that it's captured Maduro. And Ukraine is eventually going to need a massive rebuild. But what is it like for a big multinational to actually operate in these types of places? In this episode, we speak with Jef…