Episode #250 - Brent Johnson and the New Dollar Story
Brent Johnson from Santiago Capital returns to the podcast so we can compare notes on what's happening in the US's quest to redollarize the world while Donald Trump remakes the map of the Middle East and rewires global trade.I asked Brent to come in and do an overview of the comi ...Show more
Episode #249 - Susan Kokinda and the Return of the Real World
Promethean Action's Susan Kokinda returns to the podcast after too long a break to do a strategy session on what Trump has to do from here to secure the mid-terms and beyond. We cover everything from his upcoming trip to China to her time during the Reagan years to how to fix the ...Show more
The Silicon Valley company Palantir spent years treading water as a tech outsider in the S&P 500. The company's recent success, as WSJ’s Heather Somerville reports, is due in large part to CEO Alex Karp’s ability to find opportunities in crises, as well as to the Trump administra ...Show more