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Most people think of Foxconn as the company that assembles iPhones. But it's a lot more than that. In fact the company really got started by manufacturing all of the tiny components and connectors for the PC industry aro
There are numerous macro factors driving elevated inflation. But in some categories, there also seems to be a lot of bad luck. When it comes to the US wheat market, the weather has been awful. After a long drought, farme
The collapse of the Terra/Luna experiment has brought fresh attention to stablecoins, and the different flavors they come in. Some are fully backed with standard financial assets. Others are backed by crypto. Others aren
These days, oil gets all the attention. Consumers feel and see the pinch directly every time they fill up their gas tank. But the big story in the next decade could be copper. It's not easy to ramp up copper production,
The world of trucking is extraordinarily complex. There are an untold number of players that need to ship goods around the country. And there are tens of thousands of carriers, large and small, who own the trucks that mo
Inflation is too high, and the Federal Reserve has started on an aggressive hiking path in order to tame it. But will these hikes really accomplish anything? After all, the Fed can't print more oil or housing. So what is
Bridgewater's Greg Jensen on Why Markets Have Further to FallInflation is at its highest in four decades and the Federal Reserve is raising rates at the fastest pace since 2000. Inflation and a slowing economy are a toxi
We continue to see an explosion of interest and money flowing into the crypto/blockchain space. But recent price declines and the Terra disaster have raised new questions about what the whole point is. So ... what is the
For years, economists of the MMT school have been arguing that the way we think about deficits and government spending is all wrong. Whereas many people warn about the unsustainability of the national debt -- likening it
The collapse of the Terra ecosystem, and the tokens Luna and UST, will go down as one of the most painful and devastating chapters in crypto history. Over $60 billion market value has evaporated, and numerous retail inve
The first true meme stock was GameStop, which went wild in early 2021, delivering brutal losses to short sellers, and a fortune to a handful of independent retail investors who participated in the squeeze. The episode sh
It's really been an extraordinary year for markets and the economy. Stocks are down, particularly, growth stocks which have gotten clobbered. Treasuries are down. Inflation is hotter than it's been in years. For the firs
The aviation industry has never seen a disruption like what it's experienced over the last two years with the pandemic. Air travel ground to a virtual halt initially, but has slowly been climbing out of a hole, with leis
One of the big themes these days is the return of the 'real' economy. You can't solve problems these days with just money. Not everything can be done by sitting behind a screen. And so some of the most important players
Shanghai, a city of nearly 30 million people, is currently under a hard lockdown, as the Chinese government sticks to its Covid Zero strategy of limiting the virus at all costs. There have been some shocking images and s
Spring of 2021 was peak meme mania. GameStop was going nuts. AMC was going nuts. And in general, the big cohort of traders that entered the market in early 2020 was riding high. Since then, though, things have turned sou
The price of major cryptocurrencies like Bitcoin and Ethereum have been moving sideways for awhile. But it doesn't seem like there's any slowdown in terms of money entering the space. Every day, some new fund is being la
The long grounding of the cargo ship The Ever Forward has shone a spotlight on the limited dredging equipment that exists in the U.S. The most powerful equipment here has significantly less capacity than what exists in E
With oil prices surging, there's a sense of greater urgency about moving more towards electric vehicles. But of course the metals that go into EVs are also expensive. And that goes for the core technology -- lithium ion
Goldman's top commodity strategist Jeff Currie was one of the earliest to call that we're in a new commodities supercycle, starting early last year. Well, it's not even close to over. Currie estimates that we're just in
For much of the last two decades, housing has been the consummate macro asset. It was at the heart of a huge boom. Then there was the crash and the Great Financial Crisis. Then there was slow comeback and return to norma
Over the last several years, most economic crises have been solvable by money. Swap lines. Bailouts. Central bank asset purchases, and so on. But now the world is experiencing something new: A problem that money can't ea
Most people don't think much about wooden pallets -- and that might be true even of people conducting large-scale military invasions. Recent reports claim that Russia's invasion of Ukraine has been hampered by a lack of
For a long time, bond investing was considered a sleepy backwater. You bought a bond and just clipped coupons as you waited for it mature. Boring! Then Bill Gross discovered that bonds could be traded. He founded Pimco a
Earlier this year, there was a growing movement among some musicians (lead by Neil Young) to remove music from Spotify as a protest against Joe Rogan. But frustration at the streaming music giant goes back a lot further
For years 15 years, Hugh Hendry ran the hedge fund Eclectica Asset Management, earning a reputation as a provocative and contrarian thinker on the entire state of the world economy. These days though, he's living in St.
In times of uncertainty, people often reach for historical analogies. In recent weeks and months, as inflation has continued to climb and commodity prices spike, there's been a lot of talk of a return to the 1970s. But i
When it comes to commodities, Russia's invasion of Ukraine has had a notable impact on the price of oil and natural gas. It's also a huge deal for wheat, and food more broadly. Ukraine is a massive player in the global w
It's happened again. Another container ship owned by the Evergreen Maritime Corp. has gotten stuck a year after the Ever Given became lodged in the Suez Canal and briefly halted the flow of global trade. This time the gr
There’s a big question over whether Russia will be able (or willing) to make payments on billions of dollars it’s borrowed from investors given its current situation. Not only does the country have a history of previous
Russia's invasion of Ukraine has kicked off a giant mess in the world of commodities and sent prices surging. Commodities trader Pierre Andurand has made his name from navigating volatile energy markets, correctly positi
The soaring price of electricity, particularly in Europe, is once again causing a search for alternative sources of power. Obviously there's a lot of interest in wind and solar -- the classic renewables. But due to their
Russia’s invasion of Ukraine has set off a new wave of concern about cyber attacks. Indeed, there were already reports of some in the run up to the war—like when hackers reportedly targeted U.S. gas producers. But while
Harsh sanctions have been imposed against Russia over its invasion of Ukraine. However, the country's energy exports have largely been spared. One significant reason for this is Germany's high dependence on Russian energ
U.S. and E.U. countries have unveiled extraordinarily tough sanctions against Russia over its invasion of Ukraine. But what effect will they have? Are they tough enough? And will Russia feel a significant amount of pain
Even prior to Russia's attack on Ukraine, the global economy was facing an extraordinary moment. Now things have become massively more complex. In addition to the attack itself, rich Western governments have unveiled his
Some truckers make good money and have a high degree of control of their schedule. Others work for low pay under exceptionally difficult conditions. Port truckers, in particular, have dealt with poor pay, high debts, wag
GDP is booming. The labor market is booming. However inflation is elevated, and consumer sentiment is deeply depressed. So where does the White House go next with its economic strategy? On this episode, we speak with Bri
The price of oil has surged over the last year, and U.S. oil companies are making money hand over first. In theory, the high prices should stabilize as more drilling is done. But so far, the supply response has only been
It's been a terrible few months for growth stocks. Small, unprofitable tech companies have crashed. SPACs have gotten crushed. Recent IPOs got crushed. And even the FANGs are way off their old highs. Of course, we don't
As inflation data continues to come in hotter than expected, pressure on the Fed is ramping up big time. Traders are betting on more and more hikes, with a distinct possibility of a 50 basis point hike in March. So the q
The book “Liar's Poker” came out in 1989. Its depiction of Wall Street culture — obnoxious, crude, drunk on risk — may seem very different to today's big bank trading floors. Nonetheless, the book is still a popular read
We're in a period of elevated inflation right now. But at least there's some good news: The price of nails is lower than it was in 1695. But how do we know what the price of nails was back then? And what can such a long-
Obviously, there's been a tremendous amount of volatility in crypto lately. But what has been the effect on people who are deeply involved in the space? On this episode, we speak with Eva Beylin, who knows crypto as both
Over the last several months, Europe has seen its power costs soar. There are many drivers of it, but one factor has been a shift in Chinese energy consumption. While China has plenty of domestic coal resources, from tim
Late last year, the big Chinese property developer Evergrande started running into severe financial distress, as its bonds tumbled and frustrated customers faced delays in getting their homes. Since then, it's gotten wor
The EV revolution is official on. Sales are soaring around the world as the internal combustion engine era starts to fade. But if you're just thinking about what's inside the car, you're missing some big stories. All kin
If you wanted to buy a home in 2021, you probably found it a frustrating experience, rife with a shortage of options, and intense bidding wars. Well? Bad news: So far, things are even hotter in 2022. So what's going on?
Near the end of 2021, Turkey's government undertook a bold measure to stabilize the lira after the currency got clobbered throughout much of the year. The basic idea is that the government would pay savers to lock up the
The Afghanistan economy was already in bad shape, with heavy reliance on foreign dollars, prior to the collapse of the government and the takeover by the Taliban. Since the fall, things have gotten even worse, with infla