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Lame Ducks, Black Swans, and the 2026 Midterm Elections
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What We Got Right (and Wrong) This Year
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Central Banks in a Bind + Could AI Replace the FOMC?
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Why Won’t Europe Do More For Ukraine? + The Rise of Pro-Russia Populism
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Nvidia Bets Big on Hugging Face + Sebastian Sashimi + AI-Powered Toothbrushes
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Can the U.S. ‘Grow’ Its Way Out of Debt? + Taxing Wealth in the Age of AI
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The U.S. Buys Stake in a Venezuelan Oil Company + Why Efficiency Is the Real Path to Energy Security
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Could the AI Debt Problem Create the Next Financial Crisis?
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The Hosts Pick a Global AI Winner + The Advanced Economy Deployment Problem + The Question Even the Experts Can't Answer
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How China Is Quietly Winning the Iran War Energy Crisis
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Spillover Summer Reading: The Best Books on Forecasting, Silicon Valley, and the Future
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Jordan Schneider Thinks the Real AI Race Is About Compute, Not Models
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The AI Trilemma + Open-Weight Proliferation + the “Singularity Delusion”
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Rahm Emanuel Talks Israel, Midterm Elections, and the Democratic Party
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Washington Considers a Stake in OpenAI + Altman’s Gambit + America, Inc.
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Gold vs. Bitcoin Showdown
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Two Brits Unpack America’s 250th Birthday + The Cultural Civil War
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What Will the Fed Become Under Chair Kevin Warsh? + Greenspan's Legacy
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"A Job Beats a Handout" + Why the World Bank Is Betting Everything on Employment
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SpaceX Goes Public + What IPOs Tell Us About Capital Markets
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China’s $735B Trade Surplus + How Beijing Masks Its Holdings + The G7 Debates Global Imbalances
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Japan Rearms + Guns vs. Butter + Global Defense Spending Boom
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Data Centers In Space? + Planet Labs CEO Talks ‘Large Earth Models’
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Trump-Xi + Mutually Assured Disruption + Boeing, Beef, and Beans
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Are Prediction Markets Forecasting Tools or Virtual Casinos?
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K-Shaped Economies + Affordability Crisis + Trump vs. Mamdani Populism
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Is the Gulf Still the Capital of Capital? + How War Could Hurt America’s Tech Funding
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The Hormuz Shock + Why the Fed is “On Hold”
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The Oppenheimer of AI + Mailbag Contest Winners
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Private Credit's Black Box + Why It's Not 2008 (But Still Risky)
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U.S.-China AI Race Escalates + Chip Bans Aren’t Working + A Lesson From Nuclear Proliferation
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Iran War Spirals + Oil Shocks Keep Coming + China’s Advantage
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Adam Smith’s “The Wealth of Nations” Turns 250 + Free Markets Face Off Against Industrial Policy
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Iran War Ignites Oil-Shock Stagflation Fears + Who Really Controls the Energy Market?
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The AI Bubble + The Productivity Paradox + India’s AI Summit
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U.S. Supreme Court Rules Against Trump’s Tariffs
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The “European Onion” + China, Brazil, and India Take On MAGA
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Japan’s Heavy Metal PM + Political Threats to Markets + China’s Sad Horse
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Introducing The Spillover
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