Up next

The Yen Carry Trade

For nearly thirty years, extremely low interest rates in Japan have made the yen one of the world’s most important funding currencies. Investors have borrowed cheap yen and invested the money in higher-yielding assets around the world. But as the Bank of Japan raises interest rat ...  Show more

The Fall and Resurgence of Intel … Maybe

For decades, Intel was one of the most dominant companies in the global technology industry. Its processors powered the majority of personal computers, and its ability to both design and manufacture its own chips gave the company a major competitive advantage. But a series of str ...  Show more

Recommended Episodes

E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
All-In with Chamath, Jason, Sacks & Friedberg

<span style="font-weight: 400;">Show Notes:</span>

<span style="font-weight: 400;">00:00 Cold Open</span>

<span style="font-weight: 400;">01:19 Titles</span>

<span style="font-weight: 400;">01:01 Intro Banter</span>

<span style="font-weight: 400;">0 ...

  Show more

This Is How the World Ended up with a Shortage of Semiconductors
Odd Lots

The world is facing a chip shortage. Numerous companies, including the auto sector, are facing an inability to get semiconductors, hampering their ability to manufacture their goods and generate sales. Part of this is an acute crisis, related to the virus. But there's also a long ...  Show more

A War For Chips: The Semiconductor Episode
Stuff They Don't Want You To Know

The modern world runs on microchips and semiconductors. There's no way around it -- and the semiconductor business is perhaps one of the most important industries on the planet. But there are some serious problems (and conspiracies) on the horizon. In tonight's episode, Ben, Matt ...  Show more

World War Microchip, Rare Earth Mineral Issues + Suspicious Fires
Really? no, Really? with Jason Alexander & Peter Tilden

As the world emerged from the Pandemic, industrialists realized there weren’t enough microchips to go around. When the flow of chips stopped, so did factories. Supply-chains were crippled. The economy faltered and consumers were left scratching their heads wondering… how was it p ...  Show more