This Is The Challenge Of Securing The Battery Supply Chain
Episode Date: April 18, 2022With oil prices surging, there's a sense of greater urgency about moving more towards electric vehicles. But of course the metals that go into EVs are...
Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday, Thursday, and Friday
1219 episodes transcribedWith oil prices surging, there's a sense of greater urgency about moving more towards electric vehicles. But of course the metals that go into EVs are...
Goldman's top commodity strategist Jeff Currie was one of the earliest to call that we're in a new commodities supercycle, starting early last year. W...
For much of the last two decades, housing has been the consummate macro asset. It was at the heart of a huge boom. Then there was the crash and the Gr...
Over the last several years, most economic crises have been solvable by money. Swap lines. Bailouts. Central bank asset purchases, and so on. But now...
Most people don't think much about wooden pallets -- and that might be true even of people conducting large-scale military invasions. Recent reports c...
For a long time, bond investing was considered a sleepy backwater. You bought a bond and just clipped coupons as you waited for it mature. Boring! The...
Earlier this year, there was a growing movement among some musicians (lead by Neil Young) to remove music from Spotify as a protest against Joe Rogan....
For years 15 years, Hugh Hendry ran the hedge fund Eclectica Asset Management, earning a reputation as a provocative and contrarian thinker on the ent...
In times of uncertainty, people often reach for historical analogies. In recent weeks and months, as inflation has continued to climb and commodity pr...
When it comes to commodities, Russia's invasion of Ukraine has had a notable impact on the price of oil and natural gas. It's also a huge deal for whe...
It's happened again. Another container ship owned by the Evergreen Maritime Corp. has gotten stuck a year after the Ever Given became lodged in the Su...
There’s a big question over whether Russia will be able (or willing) to make payments on billions of dollars it’s borrowed from investors given its cu...
Russia's invasion of Ukraine has kicked off a giant mess in the world of commodities and sent prices surging. Commodities trader Pierre Andurand has m...
The soaring price of electricity, particularly in Europe, is once again causing a search for alternative sources of power. Obviously there's a lot of...
Russia’s invasion of Ukraine has set off a new wave of concern about cyber attacks. Indeed, there were already reports of some in the run up to the wa...
Harsh sanctions have been imposed against Russia over its invasion of Ukraine. However, the country's energy exports have largely been spared. One sig...
U.S. and E.U. countries have unveiled extraordinarily tough sanctions against Russia over its invasion of Ukraine. But what effect will they have? Are...
Even prior to Russia's attack on Ukraine, the global economy was facing an extraordinary moment. Now things have become massively more complex. In add...
Some truckers make good money and have a high degree of control of their schedule. Others work for low pay under exceptionally difficult conditions. P...
GDP is booming. The labor market is booming. However inflation is elevated, and consumer sentiment is deeply depressed. So where does the White House...