Why the Price of Money Surged in the Last Six Years

Why the Price of Money Surged in the Last Six...

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How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms

We know that companies around the world are investing heavily in AI. So intense is the race to win the AI battle, that it feels like there's almost no upward limit on how much you could spend on it. So how are CFOs thinking about capex in the AI age? In this episode we speak with ...  Show more

Rory Johnston on Why His $200 Oil Prediction Didn't Turn Out Right

The Strait of Hormuz has (mostly) re-opened! Crude prices are still up since the start of the war with Iran, but popular predictions earlier this year of $200-a-barrel Brent didn’t pan out. Why is that? We last talked to Rory Johnston, the founder of the Commodity Context newslet ...  Show more

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