This week, Nobel laureate Paul Krugman discusses tariff “chaos”, how immigration policies limit productivity and New York City under a potential Mamdani administration. And, from airlines to apps, prices now change in real time, but who are the real winners in a dynamic pricing world? Plus, China dominates rare earths, but Brazil is willing to play the long game to establish a non-China supply chain for the magnets that power our technology.

China’s Role in Iran War, Global Fertilizer Disruptions, Matcha’s Supply Problem
47:58

Fed on Iran War, AI Expectations, US-Canada Trade War, Australia’s Social Media Restrictions
48:00

Soft US Jobs, Swedish Defense Spending, Private Credit Woes
48:04