Supply Chains98 SummariesPreview · 98 full summariesOpen in the AppEpisodes — Page 3PodcastAll-In PodcastAug 6China Outbuilds America 230-to-1. Saronic Has a PlanNational SecurityChinaAI InfrastructureAutomationSupply ChainsGeopolitical RiskPodcastOdd LotsAug 3The Tungsten Market Is Warning of an Upcoming WarBase MetalsCommoditiesSupply ChainsPodcastCommodity CultureJul 31LITHIUM Demand 'Growing Every Year' and It's Still Early DaysEnergy TransitionCommoditiesAI InfrastructurePodcastOdd LotsJul 27Branko Milanovic on What Comes After GlobalizationGeopolitical RiskChinaSupply ChainsPodcastOdd LotsJul 24How Franchise Restaurants Opened the Door to the Gig EconomyEconomic GrowthSupply ChainsLabor MarketPodcastOdd LotsJul 23Why Apple Is Heading Into a Pivotal MomentArtificial IntelligenceChinaSupply ChainsPodcastForward GuidanceJul 3The AI Trade Is Finally Cracking | Weekly RoundupArtificial IntelligenceMarket VolatilityTrading StrategiesMonetary PolicyFixed IncomeSupply ChainsPodcastCommodity CultureJun 26Global Food Security Under Threat: THIS Commodity to Benefit BIG TIMECommoditiesBase MetalsGeopolitical RiskPodcastAll-In PodcastJun 23GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBaySupply ChainsPodcastAdam Taggart | Thoughtful Money®Jun 21Rick Rule: These Commodities Are Mind-Bogglingly UnderpricedCommoditiesSupply ChainsArtificial IntelligenceBase MetalsEnergy SecurityInvestment StrategyPodcastThe Monetary Matters NetworkJun 20Jim Chanos and Val Zlatev on Long/Short Alpha in AI, Semis, & Data Centers | MacroMinds SymposiumArtificial IntelligenceSemiconductorsAI InfrastructureSupply ChainsInvestment StrategyMarket BreadthVideoFoFtyJun 20Stock Market: Escalator UP, Roller Coaster DOWN!EquitiesRisk ManagementInvestor SentimentOilSupply ChainsInterest RatesPodcastWTFinanceJun 19Rick Rule: War and Debt Will Make Gold Investors RichGoldGeopolitical RiskInterest RatesSupply ChainsEnergy MarketsCommoditiesPodcastWTFinanceJun 18The Charts Are Screaming | Francis Hunt on Gold, Silver & the Bond CrisisPrecious MetalsFixed IncomeOilInflationTechnical AnalysisSupply ChainsPodcastCommodity CultureJun 18'Where's the Fuel Coming From?' - The Race to Secure URANIUM as Big Tech ALL INEnergy TransitionSupply ChainsBase MetalsTrade PolicyFinancial RegulationMarket VolatilityPodcastOdd LotsJun 16The Iran War’s Lasting Scars Across AsiaGeopolitical RiskCommoditiesEnergy MarketsInflationSupply ChainsEmerging MarketsPodcastWTFinanceJun 3"World of Chaos" as Financial System Buckles | Lyn AldenGeopolitical RiskFiscal PolicyMonetary PolicyCurrenciesSupply ChainsBankingPodcastThe Monetary Matters NetworkMay 31Overvaluation Meets Macro Risk: Why This Massive Asset Manager is Getting BearishMarket ValuationsGeopolitical RiskSupply ChainsInflationInterest RatesInvestment StrategyPodcastAdam Taggart | Thoughtful Money®May 31DEBATE: Does The Entire World Face A "Bronze Age Type" Collapse? | Brent Johnson vs Craig TindaleGeopolitical RiskChinaSupply ChainsCommoditiesCurrenciesAI InfrastructureVideoBrent Johnson Milkshakes Pod | Investing • FinanceMay 17Destined for War? Chairman Xi's & President Trump's Thucydides TrapGeopolitical RiskNational SecuritySupply ChainsTrade PolicyEnergy SecurityPrecious MetalsPodcastCommodity CultureMay 16EU and British 'Shadow Empire' COLLAPSING - They're Hiding Something BIG: Tom LuongoGeopolitical RiskMonetary PolicyEnergy MarketsPodcastCommodity CultureMay 15Era of 'New Feudalism' is HERE - Gold, Silver, Commodities the ONLY Escape Hatch: John LeePrecious MetalsCommoditiesBase MetalsSupply ChainsEnergy TransitionAI InfrastructurePodcastAdam Taggart | Thoughtful Money®May 10Is National Security The New Winning Investing Trend? | Peter TchirNational SecuritySupply ChainsEnergy MarketsGeopolitical RiskBase MetalsTrade PolicyVideoBrent Johnson Milkshakes Pod | Investing • FinanceMay 10Grounded...! The Hidden Tail Risk of a Broken SkySupply ChainsGeopolitical RiskInvestment Strategy12345Our Commentary · Request Removal
PodcastAll-In PodcastAug 6China Outbuilds America 230-to-1. Saronic Has a PlanNational SecurityChinaAI InfrastructureAutomationSupply ChainsGeopolitical Risk
PodcastOdd LotsAug 3The Tungsten Market Is Warning of an Upcoming WarBase MetalsCommoditiesSupply Chains
PodcastCommodity CultureJul 31LITHIUM Demand 'Growing Every Year' and It's Still Early DaysEnergy TransitionCommoditiesAI Infrastructure
PodcastOdd LotsJul 27Branko Milanovic on What Comes After GlobalizationGeopolitical RiskChinaSupply Chains
PodcastOdd LotsJul 24How Franchise Restaurants Opened the Door to the Gig EconomyEconomic GrowthSupply ChainsLabor Market
PodcastOdd LotsJul 23Why Apple Is Heading Into a Pivotal MomentArtificial IntelligenceChinaSupply Chains
PodcastForward GuidanceJul 3The AI Trade Is Finally Cracking | Weekly RoundupArtificial IntelligenceMarket VolatilityTrading StrategiesMonetary PolicyFixed IncomeSupply Chains
PodcastCommodity CultureJun 26Global Food Security Under Threat: THIS Commodity to Benefit BIG TIMECommoditiesBase MetalsGeopolitical Risk
PodcastAdam Taggart | Thoughtful Money®Jun 21Rick Rule: These Commodities Are Mind-Bogglingly UnderpricedCommoditiesSupply ChainsArtificial IntelligenceBase MetalsEnergy SecurityInvestment Strategy
PodcastThe Monetary Matters NetworkJun 20Jim Chanos and Val Zlatev on Long/Short Alpha in AI, Semis, & Data Centers | MacroMinds SymposiumArtificial IntelligenceSemiconductorsAI InfrastructureSupply ChainsInvestment StrategyMarket Breadth
VideoFoFtyJun 20Stock Market: Escalator UP, Roller Coaster DOWN!EquitiesRisk ManagementInvestor SentimentOilSupply ChainsInterest Rates
PodcastWTFinanceJun 19Rick Rule: War and Debt Will Make Gold Investors RichGoldGeopolitical RiskInterest RatesSupply ChainsEnergy MarketsCommodities
PodcastWTFinanceJun 18The Charts Are Screaming | Francis Hunt on Gold, Silver & the Bond CrisisPrecious MetalsFixed IncomeOilInflationTechnical AnalysisSupply Chains
PodcastCommodity CultureJun 18'Where's the Fuel Coming From?' - The Race to Secure URANIUM as Big Tech ALL INEnergy TransitionSupply ChainsBase MetalsTrade PolicyFinancial RegulationMarket Volatility
PodcastOdd LotsJun 16The Iran War’s Lasting Scars Across AsiaGeopolitical RiskCommoditiesEnergy MarketsInflationSupply ChainsEmerging Markets
PodcastWTFinanceJun 3"World of Chaos" as Financial System Buckles | Lyn AldenGeopolitical RiskFiscal PolicyMonetary PolicyCurrenciesSupply ChainsBanking
PodcastThe Monetary Matters NetworkMay 31Overvaluation Meets Macro Risk: Why This Massive Asset Manager is Getting BearishMarket ValuationsGeopolitical RiskSupply ChainsInflationInterest RatesInvestment Strategy
PodcastAdam Taggart | Thoughtful Money®May 31DEBATE: Does The Entire World Face A "Bronze Age Type" Collapse? | Brent Johnson vs Craig TindaleGeopolitical RiskChinaSupply ChainsCommoditiesCurrenciesAI Infrastructure
VideoBrent Johnson Milkshakes Pod | Investing • FinanceMay 17Destined for War? Chairman Xi's & President Trump's Thucydides TrapGeopolitical RiskNational SecuritySupply ChainsTrade PolicyEnergy SecurityPrecious Metals
PodcastCommodity CultureMay 16EU and British 'Shadow Empire' COLLAPSING - They're Hiding Something BIG: Tom LuongoGeopolitical RiskMonetary PolicyEnergy Markets
PodcastCommodity CultureMay 15Era of 'New Feudalism' is HERE - Gold, Silver, Commodities the ONLY Escape Hatch: John LeePrecious MetalsCommoditiesBase MetalsSupply ChainsEnergy TransitionAI Infrastructure
PodcastAdam Taggart | Thoughtful Money®May 10Is National Security The New Winning Investing Trend? | Peter TchirNational SecuritySupply ChainsEnergy MarketsGeopolitical RiskBase MetalsTrade Policy
VideoBrent Johnson Milkshakes Pod | Investing • FinanceMay 10Grounded...! The Hidden Tail Risk of a Broken SkySupply ChainsGeopolitical RiskInvestment Strategy