All Episodes

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 ...  Afficher plus

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 ...  Afficher plus

RAMageddon

The rapid growth of artificial intelligence is creating enormous demand for advanced memory chips. As chip manufacturers move more of their resources toward High Bandwidth Memory, or HBM, the supply of traditional RAM and flash memory is being squeezed. In this episode, Skip Mont ...  Afficher plus

Calculating Inflation

Inflation affects almost every part of the economy — from food prices and wages to pensions, mortgages, and central bank policy. But how is inflation actually calculated? In this episode, Skip Montreux and Dez Morgan look at the Consumer Price Index, or CPI, and explain how gover ...  Afficher plus

Tokenmaxxing and the Corporate AI Pullback

AI tools were expected to help companies work faster, spend less money, and become more productive. But what happens when employees use so much AI that costs become too high? In this episode, Skip Montreux and Dez Morgan look at tokenmaxxing — a new business problem where AI cost ...  Afficher plus