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How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms

June 27, 2026 3:00am 56 min

We know that companies around the world are investing heavily in AI. So intense is the race to win the AI battle, that it feels like there's almost no upward limit on how much you could spend on it. So how are CFOs think...

Rory Johnston on Why His $200 Oil Prediction Didn't Turn Out Right

June 26, 2026 3:00am 32 min

The Strait of Hormuz has (mostly) re-opened! Crude prices are still up since the start of the war with Iran, but popular predictions earlier this year of $200-a-barrel Brent didn’t pan out. Why is that? We last talked to...

How the 1994 World Cup Transformed the Business of Football Forever

June 25, 2026 3:00am 50 min

The last time the World Cup came to the US was 1994. Before then, the World Cup was an enormously popular event with surprisingly limited commercial significance; the 1990 tournament in Italy, for instance, lost money fo...

Grace Shao on What the World Should Know About Chinese AI

June 22, 2026 3:00am 51 min

China's AI industry has changed a lot since DeepSeek released its cheap frontier model last year, and briefly sent US tech stocks falling. After being locked out of the most advanced chips, Chinese companies are now allo...

How Substack Creators Are Covering This Strange Markets Era

June 20, 2026 3:00am 31 min

We closed out our New York live show on May 28 with a panel that featured three of our favorite Substackers: James van Geelen of Citrini Research, Sam Ro, founder of The TKer, and journalist Jasmine Sun. They've all been...

Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier

June 19, 2026 3:00am 1:06

There’s a lot to unpack with AI right now — everything from its potential impacts on the labor market and society to more extreme questions about existential risk. Anthropic, which builds frontier models like Mythos, Fab...

Jeremy Grantham on How to Tell If a Bubble Is About to Burst

June 18, 2026 3:00am 59 min

Jeremy Grantham, co-founder and long-term strategist of GMO, has a long history of calling bubbles. As he recounts in his new memoir, The Making of a Permabear: The Perils of Long-Term Investing in a Short-Term World, th...

The Iran War’s Lasting Scars Across Asia

June 16, 2026 3:00pm 20 min

An interim deal to reopen the Strait of Hormuz offers relief, but Asia’s economic woes are far from over. Beyond the chokepoint, the conflict has forced long-lasting shifts in Asia’s food and energy flows.On today’s Big ...

Carmen Li's Plan to Build a Futures Market for Compute

June 15, 2026 3:00am 32 min

When we spoke to DRW's Don Wilson last year, he talked about building out a GPU market that might be bigger than oil. Now, a year later, he is working with Carmen Li to do just that. Li is the CEO of two companies — Sili...

Anjney Midha's Plan to Radically Lower the Price of Compute

June 13, 2026 3:00am 50 min

Anjney Midha wrote the first check to Anthropic. He teaches a viral course at Stanford on how AI works. And he was, until recently, a partner at a16z. In other words, he is AI-industry royalty. Midha's new project is AMP...

How a Vibecoded Newsletter Is Making the Hay Market More Transparent

June 12, 2026 3:00am 40 min

The hay market is not a transparent market: It is very fractured by types of hay, whether it is alfalfa or clover hay. There are a few opaque, illiquid markets like this — scrap metal for instance — that require some han...

Why Tomatoes Are the Most Expensive They've Been in Four Decades

June 11, 2026 3:00am 54 min

In April, the price of tomatoes was around $2.69 per pound — the highest seen in some four decades. And tomatoes aren't the only food getting more expensive. From cauliflower to lettuce, fresh produce is spiking all over...

How CoreWeave Sees the Market for Compute Right Now

June 08, 2026 3:00am 50 min

When we last spoke to Brannin McBee, the co-founder and chief development officer of cloud company CoreWeave, his business was not yet public and sourcing GPUs was a key constraint on growth. But three years later, thing...

Why Susquehanna Is Building a Prediction Markets Business

June 06, 2026 3:00am 31 min

Prediction markets that enable you to bet on pretty much everything are everywhere nowadays. But there's still a big question over whether they can expand to include larger institutional investors like hedge funds. Part ...

Inside Hudson River Trading's Blistering Token Burn

June 05, 2026 3:00am 31 min

Today’s episode, which was recorded at our recent live show at New York’s City Winery, follows up on a conversation we had with Iain Dunning, head of AI at Hudson River Trading. Last year, we talked about how his firm us...

Goldman Sachs CEO David Solomon on Running a Bank in the Age of AI

June 04, 2026 3:00am 1:05

There's a lot of debate about the future of AI — not just whether it will produce the returns investors are expecting, but also if AI will lead to mass worker displacement. Big banks are the perfect prism through which t...

The Hidden Plumbing of Commodity Finance

June 01, 2026 3:00am 46 min

We talk about the commodity supply chain all the time. We talk about the ports and the trucks and the ships and all of that. But there's another dimension to moving commodities all around the world, which is actually pay...

How the Invention of Rope Gave Us Modern Civilization

May 30, 2026 3:00am 36 min

Rope is easy to take for granted. It seems obvious and straightforward. But of course, it had to be invented. Early humans discovered that by twisting fibers around each other, the resulting structure would be something ...

Gita Gopinath on Why Interest Rates Have Surged All Around the World

May 29, 2026 3:00am 51 min

There's been a massive selloff in the bond market and rates are rising all around the world. Japan, Korea, the UK... You name it. Gita Gopinath, Harvard economics professor and the former first deputy managing director o...

Brendan Greeley on the Real 500-Year History of the Dollar

May 28, 2026 3:00am 55 min

We love talking about money. And of course, we love talking about the dollar, in all its varieties — from bank deposits to eurodollars to stablecoins. But what fundamentally is a dollar and who actually controls it? To u...

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