Supply Chains98 SummariesPreview · 98 full summariesOpen in the AppEpisodes — Page 2PodcastTop Traders UnpluggedSep 24Why Power Trading Is 10X Crazier Than Crypto ft. Cory Paddock | Open Interest | Ep.24Energy MarketsEnergy TransitionMarket VolatilityPodcastCapital IdeasSep 24Will 'Grand Theft Auto VI' turbo charge the gaming industry?Technology StocksArtificial IntelligenceSemiconductorsPodcastHSBC Global ViewpointSep 22Present tense, future perfect: Redefining treasury for the strategic eraRisk ManagementArtificial IntelligenceSupply ChainsPodcastThe CircuitSep 21Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI InfrastructureAI InfrastructureSemiconductorsTechnology StocksPodcastOdd LotsSep 21Audio TranscriptGeopolitical RiskChinaNational SecurityArtificial IntelligenceAI SafetySupply ChainsPodcastMacro Hive ConversationsSep 18Ep. 376: Rory Johnston on $100 Oil, the Refined Product Crisis, and China's Swing PowerOilEnergy MarketsGeopolitical RiskChinaSupply ChainsCommoditiesPodcastEurodollar TalkSep 16Is State Capitalism the Future? What You Need to KnowChinaTrade PolicySupply ChainsPodcastThe Monetary Matters NetworkSep 13Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalBase MetalsCommoditiesSupply ChainsPodcastOdd LotsSep 12Robert Friedland on the World's Monumental Shortage of CopperBase MetalsCommoditiesSupply ChainsPodcastThe Monetary Matters NetworkSep 11“Super El Nino” Jeopardizes Global Food Supplies In 2026 | John Farris of LandFund PartnersCommoditiesGeopolitical RiskReal EstatePodcastOdd LotsSep 4Why Laser Beams Are the Hottest New Tech in DefenseNational SecurityEnergy SecuritySupply ChainsPodcastAdam Taggart | Thoughtful Money®Aug 27De-Globalization Is Forcing Nations Worldwide To Choose A Side | Michael EveryGeopolitical RiskSupply ChainsEnergy SecurityStablecoinsAI InfrastructureCommoditiesPodcastCommodity CultureAug 25'There's No Deposits Anywhere' - Why $7 Copper is Only the Beginning: Ian HarrisBase MetalsCommoditiesEnergy TransitionAI InfrastructureSupply ChainsInvestment StrategyPodcastOdd LotsAug 24The Nigerian Industrial Behemoth That Could Reshape the African EconomyEmerging MarketsEconomic GrowthDemographicsSupply ChainsChinaEnergy TransitionPodcastCommodity CultureAug 19'The Growth is Incredible' - Why Phosphate and LFP Batteries Are DominatingEnergy TransitionSupply ChainsChinaPodcastAdam Taggart | Thoughtful Money®Aug 18With Trust Breaking The World Over, Quality Collateral Is Now Key | Jonathan WellumGeopolitical RiskSupply ChainsAI InfrastructureMarket ValuationsRisk ManagementPrecious MetalsPodcastAdam Taggart | Thoughtful Money®Aug 16The Market Is Mispricing The Inevitable | Peter TchirGeopolitical RiskNational SecuritySupply ChainsTrade PolicyInterest RatesFixed IncomePodcastAll-In PodcastAug 14Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's ComebackArtificial IntelligenceAI InfrastructureSemiconductorsTechnology StocksEconomic GrowthSupply ChainsPodcastCommodity CultureAug 14THESE Critical Metals Set to FLY as Supply Squeeze Accelerates: Daniel MajorCommoditiesBase MetalsEnergy SecuritySupply ChainsGeopolitical RiskChinaPodcastOdd LotsAug 14A Historic El Niño Is Coming That Could Cost the World TrillionsEnergy TransitionInflationCurrenciesSupply ChainsCommoditiesRisk ManagementPodcastThe Monetary Matters NetworkAug 13Ex-Goya COO on the $1.4 Trillion Family Business Opportunity in Three Consumer Sectors | Andy UnanuePrivate CreditConsumer SpendingInvestment StrategySupply ChainsEconomic GrowthRisk ManagementPodcastOdd LotsAug 13Trucking Is Booming Again, And Drivers Aren't Happy About ItSupply ChainsLabor MarketAI InfrastructurePodcastCommodity CultureAug 12'Extremely Bullish' on COPPER - 'There's Not Enough Mines' as Demand SOARSBase MetalsPrecious MetalsGoldPodcastOdd LotsAug 7How a Sardine Gets From the Ocean to a CanSupply ChainsCommoditiesMarket Volatility12345Our Commentary · Request Removal
PodcastTop Traders UnpluggedSep 24Why Power Trading Is 10X Crazier Than Crypto ft. Cory Paddock | Open Interest | Ep.24Energy MarketsEnergy TransitionMarket Volatility
PodcastCapital IdeasSep 24Will 'Grand Theft Auto VI' turbo charge the gaming industry?Technology StocksArtificial IntelligenceSemiconductors
PodcastHSBC Global ViewpointSep 22Present tense, future perfect: Redefining treasury for the strategic eraRisk ManagementArtificial IntelligenceSupply Chains
PodcastThe CircuitSep 21Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI InfrastructureAI InfrastructureSemiconductorsTechnology Stocks
PodcastOdd LotsSep 21Audio TranscriptGeopolitical RiskChinaNational SecurityArtificial IntelligenceAI SafetySupply Chains
PodcastMacro Hive ConversationsSep 18Ep. 376: Rory Johnston on $100 Oil, the Refined Product Crisis, and China's Swing PowerOilEnergy MarketsGeopolitical RiskChinaSupply ChainsCommodities
PodcastEurodollar TalkSep 16Is State Capitalism the Future? What You Need to KnowChinaTrade PolicySupply Chains
PodcastThe Monetary Matters NetworkSep 13Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalBase MetalsCommoditiesSupply Chains
PodcastOdd LotsSep 12Robert Friedland on the World's Monumental Shortage of CopperBase MetalsCommoditiesSupply Chains
PodcastThe Monetary Matters NetworkSep 11“Super El Nino” Jeopardizes Global Food Supplies In 2026 | John Farris of LandFund PartnersCommoditiesGeopolitical RiskReal Estate
PodcastOdd LotsSep 4Why Laser Beams Are the Hottest New Tech in DefenseNational SecurityEnergy SecuritySupply Chains
PodcastAdam Taggart | Thoughtful Money®Aug 27De-Globalization Is Forcing Nations Worldwide To Choose A Side | Michael EveryGeopolitical RiskSupply ChainsEnergy SecurityStablecoinsAI InfrastructureCommodities
PodcastCommodity CultureAug 25'There's No Deposits Anywhere' - Why $7 Copper is Only the Beginning: Ian HarrisBase MetalsCommoditiesEnergy TransitionAI InfrastructureSupply ChainsInvestment Strategy
PodcastOdd LotsAug 24The Nigerian Industrial Behemoth That Could Reshape the African EconomyEmerging MarketsEconomic GrowthDemographicsSupply ChainsChinaEnergy Transition
PodcastCommodity CultureAug 19'The Growth is Incredible' - Why Phosphate and LFP Batteries Are DominatingEnergy TransitionSupply ChainsChina
PodcastAdam Taggart | Thoughtful Money®Aug 18With Trust Breaking The World Over, Quality Collateral Is Now Key | Jonathan WellumGeopolitical RiskSupply ChainsAI InfrastructureMarket ValuationsRisk ManagementPrecious Metals
PodcastAdam Taggart | Thoughtful Money®Aug 16The Market Is Mispricing The Inevitable | Peter TchirGeopolitical RiskNational SecuritySupply ChainsTrade PolicyInterest RatesFixed Income
PodcastAll-In PodcastAug 14Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's ComebackArtificial IntelligenceAI InfrastructureSemiconductorsTechnology StocksEconomic GrowthSupply Chains
PodcastCommodity CultureAug 14THESE Critical Metals Set to FLY as Supply Squeeze Accelerates: Daniel MajorCommoditiesBase MetalsEnergy SecuritySupply ChainsGeopolitical RiskChina
PodcastOdd LotsAug 14A Historic El Niño Is Coming That Could Cost the World TrillionsEnergy TransitionInflationCurrenciesSupply ChainsCommoditiesRisk Management
PodcastThe Monetary Matters NetworkAug 13Ex-Goya COO on the $1.4 Trillion Family Business Opportunity in Three Consumer Sectors | Andy UnanuePrivate CreditConsumer SpendingInvestment StrategySupply ChainsEconomic GrowthRisk Management
PodcastOdd LotsAug 13Trucking Is Booming Again, And Drivers Aren't Happy About ItSupply ChainsLabor MarketAI Infrastructure
PodcastCommodity CultureAug 12'Extremely Bullish' on COPPER - 'There's Not Enough Mines' as Demand SOARSBase MetalsPrecious MetalsGold
PodcastOdd LotsAug 7How a Sardine Gets From the Ocean to a CanSupply ChainsCommoditiesMarket Volatility
