KKR co-founder Henry Kravis said. They’re looking for certainty about where tariff policy is going. Also KKR trails public markets returns?!

Saudi Arabia’s new approach to oil production amidst ongoing challenges within OPEC indicating a willingness to accept lower oil prices, which has stirred market concerns, particularly as WTI prices fall to just above $58 per barrel. He provides historical context on OPEC’s founding objectives of stabilizing oil prices and ensuring fair returns, while highlighting the […]

Matt is joined by two experts from Zonda (a leading housing data and insights company), Matt & Todd, to discuss how global tariffs are expected to raise material costs by up to 9%, even for companies that don’t directly import goods. The conversation covers how these pressures are reshuffling market share among building product brands, […]

  Nick Leeson, the infamous trader whose 1.4B loss led to the collapse of Barings Bank 30 years ago. Leeson reflects on his overwhelming feelings of embarrassment and shame stemming from his role in the bank’s downfall, emphasizing that despite a successful start to his banking career, he ultimately failed to achieve what he wanted. […]

In 2012, HSBC Holdings (HSBC), one of the world’s largest global banks, was hit with a $1.9 billion fine for, most notably, serving as a conduit for Mexican drug cartels. The penalty, which was coupled with $665 million in civil penalties, exposed severe problems with the bank’s compliance and anti-money laundering (AML) controls. It ranks […]

Speech starts at 10:45 Jerome H. Powell, Chair of the Federal Reserve, addresses the Economic Club of Chicago, discussing the current economic outlook and the Fed’s dual mandate of maximizing employment and ensuring price stability. Powell outlines the resilience of the U.S. economy despite heightened uncertainties, acknowledging challenges arising from trade policy changes, inflation concerns linked […]

“I Worked At Palantir: The Tech Company Reshaping Reality” delves into the controversial role of Palantir Technologies in government surveillance and military operations, highlighting its ambition to dominate defense contracting while grappling with ethical implications. The host reflects on Palantir’s evolution since its inception in the post-9/11 era, connecting it to the normalization of government surveillance and […]

“How Money Has Permanently Changed College Basketball” delves into the profound effects of Name, Image, and Likeness (NIL) on the sport, noting a shift in recruitment practices as teams leverage collective funds to financially incentivize players, leading to concerns about competition dynamics and the integrity of the game. Coaches are retiring due to the increasing pressures from […]

tl;dr: great video on theories why humans make “bad” choices over and over again.

Sal Mercogliano — a maritime historian at Campbell University (@campbelledu) and former merchant mariner — discusses US Tariffs with China and other countries; US Walks Out of IMO Climate Meetings; US, Panama, and CK Hutchinson; US Trade Representatives and Port Fees; and Red Sea.

Larry Summers critiques the current tariff strategies, comparing them to dangerous work with a sledgehammer on a sensitive global economic machine. He highlights that various tariffs remain in place, including significant structural ones, and discusses the potential economic damage estimated by market reactions, suggesting a loss of around $30 trillion. Summers warns that these tariffs […]

VC and Conservative/libertarian benefactor Peter Thiel on tariffs.

The four major theories of business cycles in relation to the Great Recession of 2008: Keynesian theory, real business-cycle theory, monetarist approaches, and the Austrian School of Economics. Each theory offers a unique perspective on the causes of the recession. Keynesian economics attributes the recession to a shortfall in aggregate demand, while real business-cycle theorists […]

Germany’s Wolfsburg car factory is the largest in the world. This episode uncovers the engineering and production innovations hidden inside it.

Sarah Paine describes Mao Zedong’s rise to power and complex legacy within Chinese communism. The lecture chronicles Mao’s strategic evolution from his early life to becoming a significant military and political leader emphasizing his innovative use of propaganda, grassroots support among peasants, and guerrilla warfare tactics amidst civil and external conflicts. Contrasting Mao’s approach with […]

Dimon discusses the burdens that excessive regulations and tax structures impose on small businesses and lower-income individuals. He argues for a tax system that fosters growth, including doubling the Earned Income Tax Credit , while advocating for more streamlined regulations to alleviate the disproportionate compliance costs faced by smaller banks. Dimon critiques the Dodd-Frank Act for its […]

The complex journeys of the business industrialists and entrepreneurs who now yield just as much power as any elected leader. Each episode focuses on a different economic superpower, USA, China, and Russia. Economic backwater to economic juggernaut, all through stories of its most significant businessmen.

Joanna Kooi from the University of Illinois discusses the ramifications of newly imposed tariffs on soybean trade among the U.S., Brazil, and China, reflecting trade dynamics similar to those during Trump’s initial term. With the U.S. and Brazil making up over 80% of global soybean exports and China being the main importer, Brazil has ramped up its […]

“Normally we think we know what’s gonna happen in the future. We normally assume the future will look mostly like the past…and usually it works because the world doesn’t change that much…the world has been shook up like a snowglobe by the events of the past few days…this is in flux…even if you know what […]