Supply Chains101 SummariesPreview · 101 full summariesOpen in the AppEpisodesPodcastThe BidOct 16275: How Geopolitics Is Redefining Defense, Energy, Technology and Global MarketsGeopolitical RiskNational SecurityEnergy SecurityChinaSemiconductorsSupply ChainsPodcastMacro VoicesOct 15MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power PlantsEnergy TransitionSupply ChainsAI InfrastructurePodcastMacro VoicesOct 15MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power PlantsEnergy TransitionEnergy SecurityCommoditiesPodcastUnchainedOct 15The Chopping Block: The Ledger Hardware Implant, a Listening Device at OpenAI, Papertrade's 1000x House, and the Death of Technical MoatsCybersecurityAI SafetyArtificial IntelligenceSupply ChainsCrypto MarketsDeFiPodcastThe Rachman ReviewOct 15What’s at stake in the Saudi-Houthi conflict?Geopolitical RiskOilEnergy SecurityPodcastWe Study BillionairesOct 15TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'MalleyEquitiesMarket ValuationsCorporate EarningsPodcastThe Peter McCormack ShowOct 14How To Rebuild Human Civilisation From Scratch | Prof Lewis DartnellSupply ChainsEnergy SecurityEconomic GrowthPodcastGlobal Research UnlockedOct 13Must Read Research: Oil, the Consumer, Rates and ElectionsEmerging MarketsConsumer SpendingInterest RatesOilGeopolitical RiskSupply ChainsSnapFinance BureauOct 13The UK is 6 Months Away From Becoming ChinaChinaGeopolitical RiskSupply ChainsPodcastGoldman Sachs ExchangesOct 13Where Chinese Exports Are Gaining the Most Market ShareChinaEmerging MarketsTrade PolicyVideoImpact TheoryOct 13Why We Stopped Striving to Win — and How the Greeks Fix ItGeopolitical RiskSupply ChainsNational SecurityPodcastDavid Lin ReportOct 12‘Reminds Me Of 2008’: The Next Bust & Boom Nobody's Talking About | John FeneckBase MetalsCommoditiesSupply ChainsNational SecurityMarket BreadthConsumer SpendingPodcastDavid Lin ReportOct 10Oil Crisis Escalates: When Does Iran War End? | Richard WolffOilEnergy MarketsGeopolitical RiskSupply ChainsInflationLabor MarketPodcastBloomberg SurveillanceOct 10Supply Shocks Hit Your Wallet, Investor & Consumer Sentiments Diverge, Expensive SuburbsInflationSupply ChainsAI InfrastructureFiscal PolicyInterest RatesInvestor SentimentPodcastWall Street WeekOct 9Michigan Manufacturing, AI Debt Investments, Baby Bonds, Canadian Coal FightSupply ChainsAI InfrastructureFixed IncomeRisk ManagementTrade PolicyFiscal PolicyPodcastMacro Hive ConversationsOct 9Ep. 379: Paul Cavey on East Asia's AI Tech Boom, Semiconductor Exports, and Macro DynamicsAI InfrastructureSemiconductorsSupply ChainsChinaInflationInterest RatesPodcastThe Economics ShowOct 9The EU vs China: it’s complicated. With Bernd LangeTrade PolicyChinaGeopolitical RiskPodcastThe Monetary Matters NetworkOct 8"I've Never Seen a Demand Cycle Like This" | Top Semis Analyst Stacy Rasgon on AI ChipsSemiconductorsAI InfrastructureTechnology StocksMarket ValuationsSupply ChainsCorporate EarningsVideoPeter SchiffOct 7Tariffs Failed. Imports Hit a Record. France Is Rioting. We're Next.Trade PolicySupply ChainsGovernment DebtInflationFiscal PolicyInterest RatesPodcastThe Monetary Matters NetworkOct 6The Most Extreme Shipping Market in History, Explained (and Why It CANNOT Last) | J MintzmyerEnergy MarketsMarket ValuationsSupply ChainsPodcastHidden ForcesOct 5How Melting Ice Is Redrawing the Global Order | Rana ForooharGeopolitical RiskNational SecurityChinaSupply ChainsSemiconductorsCurrenciesPodcastGZERO WorldOct 3The great US-China superpower rivalry, with Elizabeth EconomyChinaGeopolitical RiskTrade PolicySupply ChainsArtificial IntelligenceTechnology StocksPodcastWall Street WeekOct 2Your Brain on AI, Rare Earth Race, College Enrollment CliffAI SafetyArtificial IntelligenceSupply ChainsPodcastWTFinanceSep 30Oil Markets at a Breaking Point as Storage Runs Dry | Rory JohnstonOilEnergy MarketsGeopolitical RiskEnergy SecurityChinaSupply ChainsFirst Page12345Our Commentary · Request Removal
PodcastThe BidOct 16275: How Geopolitics Is Redefining Defense, Energy, Technology and Global MarketsGeopolitical RiskNational SecurityEnergy SecurityChinaSemiconductorsSupply Chains
PodcastMacro VoicesOct 15MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power PlantsEnergy TransitionSupply ChainsAI Infrastructure
PodcastMacro VoicesOct 15MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power PlantsEnergy TransitionEnergy SecurityCommodities
PodcastUnchainedOct 15The Chopping Block: The Ledger Hardware Implant, a Listening Device at OpenAI, Papertrade's 1000x House, and the Death of Technical MoatsCybersecurityAI SafetyArtificial IntelligenceSupply ChainsCrypto MarketsDeFi
PodcastThe Rachman ReviewOct 15What’s at stake in the Saudi-Houthi conflict?Geopolitical RiskOilEnergy Security
PodcastWe Study BillionairesOct 15TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'MalleyEquitiesMarket ValuationsCorporate Earnings
PodcastThe Peter McCormack ShowOct 14How To Rebuild Human Civilisation From Scratch | Prof Lewis DartnellSupply ChainsEnergy SecurityEconomic Growth
PodcastGlobal Research UnlockedOct 13Must Read Research: Oil, the Consumer, Rates and ElectionsEmerging MarketsConsumer SpendingInterest RatesOilGeopolitical RiskSupply Chains
SnapFinance BureauOct 13The UK is 6 Months Away From Becoming ChinaChinaGeopolitical RiskSupply Chains
PodcastGoldman Sachs ExchangesOct 13Where Chinese Exports Are Gaining the Most Market ShareChinaEmerging MarketsTrade Policy
VideoImpact TheoryOct 13Why We Stopped Striving to Win — and How the Greeks Fix ItGeopolitical RiskSupply ChainsNational Security
PodcastDavid Lin ReportOct 12‘Reminds Me Of 2008’: The Next Bust & Boom Nobody's Talking About | John FeneckBase MetalsCommoditiesSupply ChainsNational SecurityMarket BreadthConsumer Spending
PodcastDavid Lin ReportOct 10Oil Crisis Escalates: When Does Iran War End? | Richard WolffOilEnergy MarketsGeopolitical RiskSupply ChainsInflationLabor Market
PodcastBloomberg SurveillanceOct 10Supply Shocks Hit Your Wallet, Investor & Consumer Sentiments Diverge, Expensive SuburbsInflationSupply ChainsAI InfrastructureFiscal PolicyInterest RatesInvestor Sentiment
PodcastWall Street WeekOct 9Michigan Manufacturing, AI Debt Investments, Baby Bonds, Canadian Coal FightSupply ChainsAI InfrastructureFixed IncomeRisk ManagementTrade PolicyFiscal Policy
PodcastMacro Hive ConversationsOct 9Ep. 379: Paul Cavey on East Asia's AI Tech Boom, Semiconductor Exports, and Macro DynamicsAI InfrastructureSemiconductorsSupply ChainsChinaInflationInterest Rates
PodcastThe Economics ShowOct 9The EU vs China: it’s complicated. With Bernd LangeTrade PolicyChinaGeopolitical Risk
PodcastThe Monetary Matters NetworkOct 8"I've Never Seen a Demand Cycle Like This" | Top Semis Analyst Stacy Rasgon on AI ChipsSemiconductorsAI InfrastructureTechnology StocksMarket ValuationsSupply ChainsCorporate Earnings
VideoPeter SchiffOct 7Tariffs Failed. Imports Hit a Record. France Is Rioting. We're Next.Trade PolicySupply ChainsGovernment DebtInflationFiscal PolicyInterest Rates
PodcastThe Monetary Matters NetworkOct 6The Most Extreme Shipping Market in History, Explained (and Why It CANNOT Last) | J MintzmyerEnergy MarketsMarket ValuationsSupply Chains
PodcastHidden ForcesOct 5How Melting Ice Is Redrawing the Global Order | Rana ForooharGeopolitical RiskNational SecurityChinaSupply ChainsSemiconductorsCurrencies
PodcastGZERO WorldOct 3The great US-China superpower rivalry, with Elizabeth EconomyChinaGeopolitical RiskTrade PolicySupply ChainsArtificial IntelligenceTechnology Stocks
PodcastWall Street WeekOct 2Your Brain on AI, Rare Earth Race, College Enrollment CliffAI SafetyArtificial IntelligenceSupply Chains
PodcastWTFinanceSep 30Oil Markets at a Breaking Point as Storage Runs Dry | Rory JohnstonOilEnergy MarketsGeopolitical RiskEnergy SecurityChinaSupply Chains
