A critical constraint for AI infrastructure spending: it's not about the chips.

A critical constraint for AI infrastructure s...

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‏التالي

Global markets are still only pricing for modest disruptions from Iran war.

Global markets are rightly on edge about the situation in Iran and the disruption of the lifeline of crude oil, LNG and other supplies through the Strait of Hormuz, but the damage to confidence looks restrained relative to what awaits if the oil and gas don't begin to flow this w ...  عرض المزيد

 . 29 دقيقة و22 ثانية
It's all about the Strait of Hormuz until it's about something far bigger.

Today, a rundown of how various global markets are positioned relative to the risk of the Strait of Hormuz remaining closed for various time periods. Towards the end of the podcast, we look at why, even if the short term focus is on the Strait of Hormuz and whether regime change ...  عرض المزيد

 . 32 دقيقة و25 ثانية

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