Today's Top Episodes
How Humans Will Earn in the AI Economy with Jordan Gray from Public AI
Will AI steal your job or create new opportunities? Discover how humans will thrive in the evolving AI economy.
Introducing: The Mishal Husain Show
Go beyond the headlines with Mishal Husain as she uncovers the ideas shaping our world, featuring exclusive interviews with global power players.
A Tiny Plot to Call Home
Discover how tiny homes are making a huge difference, offering hope and a fresh start for homeless veterans.
How to measure AI developer productivity in 2025 | Nicole Forsgren
Are your developer productivity metrics outdated? Learn how to accurately measure and boost your team's performance in the AI era.
Version History: Sony Watchman
Remember the Sony Watchman? Take a trip down memory lane and rediscover the iconic personal TV that changed how we watched on the go.
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Introducing: The Mishal Husain Show
Duration: 00:02:20
October 19, 2025
- Michelle Hussein's podcast will explore the ideas behind major news events, going beyond daily headlines.
- The podcast features conversations with influential figures such as Elon Musk and Prime Minister Kier Starmer.
- It will also delve into discussions with cultural creators like Jesse Armstrong, focusing on themes of power and wealth.
A Trip to Alaska With San Fran Fed President Mary Daly
Duration: 00:34:09
October 17, 2025
- The Federal Reserve cut interest rates by 25 basis points, with officials indicating further cuts are possible this year.
- Federal Reserve officials emphasize the importance of local knowledge and on-the-ground observation, beyond published data, to understand nuanced economic trends.
- Tariffs and logistical challenges significantly magnify the cost of goods and strain supply chains in Alaska due to its remoteness and reliance on imports.
Why the Trump Administration is Now Taking Equity Stakes in American Companies
Duration: 00:46:44
October 16, 2025
- The Trump administration plans to take equity stakes in major US defense contractors.
- This strategic shift marks a departure from traditional government involvement, moving towards government capture of private defense companies.
- The administration's actions, drawing parallels to the Intel model, suggest a future where politicians hold significant control over companies manufacturing American weapons.
Why Argentina Needs Bailout After Bailout After Bailout
Duration: 00:39:39
October 15, 2025
- Argentina's President Milei received a US bailout due to the declining value of the peso and dwindling foreign exchange reserves.
- Milei's economic policies involved a complex approach to currency devaluation, balancing free-market ideals with concerns about rampant inflation.
- The US bailout aims to signal support for countries pursuing "good policies" and aligns with a shared conservative political stance between US Treasury Secretary Bessant and Milei.
Andrew Ross Sorkin on the Stock Market Crash That Shattered America
Duration: 00:40:16
October 13, 2025
- The 1929 stock market crash was exacerbated by outdated technology that led to significant delays in information dissemination.
- The era saw the rise of consumer credit being applied to stock purchases, creating widespread speculation and leverage.
- The crash and subsequent Great Depression deeply affected the national psyche, leading to a generational distrust of the stock market, akin to a shattered nation.
John Ganz on the Era When America Was Consumed by Panic With Corporate Japan
Duration: 00:47:17
October 10, 2025
- The podcast explores the parallels between the "Japan panic" of the 1980s and current anxieties surrounding China, noting differences in how each was (and is) perceived culturally and economically.
- The discussion highlights how perceptions of national strengths and weaknesses, like bureaucratic systems and consensus-driven decision-making, can shift dramatically over time, influencing economic and political narratives; a great example of such shifting perceptions concerns praise for the Japanese model of bureacracy and consensus decisionmaking versus current criticism of the American counterpart.
- Pop culture significantly shaped public perception of Japan in the 1980s in ways that aren't currently seen with China, with anxieties focused on Japanese corporations dominating American life rather than concerns about military threats or technological dominance; this difference is reflected in how Japan developed a "cool" brand image that is not yet appearing from China.
Why the Price of Money Surged in the Last 6 Years
Duration: 00:42:55
October 9, 2025
- The discussion revolved around the "natural rate of interest" (R star) and why long-term interest rates are perceived to be so much higher now compared to pre-COVID times, questioning what fundamental changes have occurred in the underlying economy.
- Bloomberg Economics' new book, "The Price of Money", tackles the controversial concept of the natural rate of interest, arguing that the global economy has shifted from an era of too much saving and not enough investment to less saving and more investment, thus driving the cost of borrowing up.
- Several factors are contributing to a potentially higher neutral rate of interest in the future, including increased government spending, shifts in globalization, demographic changes, increased defense spending, and the impact of AI investment.
James Van Geelen on the Next Phase of the AI Buildout
Duration: 00:38:38
October 6, 2025
- The AI buildout is resulting in massive infrastructure projects, exemplified by data centers the size of lower Manhattan that are being constructed in places like rural Texas.
- This huge AI investment is drawing resources like HVAC workers, capital, and especially power away from other sectors, potentially leading to crowding out and inflation.
- While the AI sector may be in a bubble, similar to the dot-com era, there are some key differences, such as full utilization of data center capacity, the financing structures being similar to infrastructure/toll road arrangements, and the intense emphasis on capex, which could lead to a bust that harms even the real players.
Lots More with Joe Abate on the Fed's New Target and the Rising Price of Money
Duration: 00:27:30
October 3, 2025
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The speaker argues that capitalism is evolving into a "post-capitalist" system where power and control of information are becoming more important than profit or money.
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The conversation highlights the shift towards a rent-based economy, where individuals increasingly rent goods and services rather than owning them, which benefits large corporations and investment firms.
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The speaker discusses how sentiment analysis and AI algorithms are being used to manipulate consumer behavior and information consumption, ultimately eroding individual autonomy and reinforcing existing power structures.
Terry Duffy on the CME's Big Push into Retail Trading
Duration: 00:57:47
October 2, 2025
- The CME Group has partnered with FanDuel to launch a "markets app" offering short-term (60-minute) event contracts on asset classes like gold, oil, and the S&P 500, introducing futures trading to a retail audience.
- CME's CEO, Terry Duffy, is advocating for regulatory clarity and consistent disclosure standards for new prediction markets, emphasizing the importance of educating retail participants about the risks involved and ensuring the integrity of these markets.
- CME Group views the blurring lines between retail and institutional investing as an opportunity to expand its reach, adapting its offerings and technology to cater to the evolving needs of a broader range of participants, while maintaining its focus on innovation and long-term growth.
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