Afleveringen
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Today's episode maps the converging pressures reshaping global markets – from delayed energy logistics and China’s strategic accumulation to the unsustainable foundations of AI infrastructure and the accountability gap in DeFi. We dissect the illusion of resilience, identifying critical vulnerabilities and potential flashpoints, asking whether current economic strength is simply rearranging deck chairs on a sinking ship.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:16 - Geopolitical Risks & Energy Markets
8:23 - The State of the US Economy & Investment Opportunities
15:53 - AI's Reshaping of Tech & Infrastructure
21:43 - DeFi Security & The Future of Decentralized Finance
24:42 - Conclusion
Referenced sources:
- "EM Fixed Income Ceasefire implications and Washington takeaways" (At Any Rate)
- "Instant Reaction Intel Gives Strong AI-Fueled Outlook" (Bloomberg Intelligence)
- "Warner Bros. Investors Approve $110 Billion Paramount Deal" (Bloomberg Intelligence)
- "Single Best Idea with Tom Keene Anna Wong & Marc Champion" (Bloomberg Surveillance)
- "Bloomberg Surveillance TV April 23rd, 2026" (Bloomberg Surveillance)
- "#337 Debdas Sen Why AI Without ROI Will Die (Again)" (Eye On A.I.)
- "Macro Matters Jerome Schneider on Funding Market Risks" (FICC Focus)
- "BP's major setback" (FT News Briefing)
- "Primark spin-off, robotics & US equity funds Companies and Markets show" (Investors' Chronicle)
- "MacroVoices #529 Ole S Hansen Commodities in The Wake of The Iran Crisis" (Macro Voices)
- "Markets Happy Hour Podcast - April 23, 2026 - With Special Guest David Kelly" (Markets Happy Hour Podcast with Aoifinn Devitt)
- "What if our infrastructure could repair itself with Mark Miodownik and Congrui Jin" (TED Tech)
- "How Headless Agents Will Change Work" (The AI Daily Brief: Artificial Intelligence News and Analysis)
- "Sycamore Tree Tips Chemicals in Iran Jam" (The Credit Edge by Bloomberg Intelligence)
- "Tim Cook Built the Apple Empire. What's Next for His Successor" (The Journal.)
- "Lawfare Daily Breaking Down the Lebanon Ceasefire" (The Lawfare Podcast)
- "Big Opportunities in Small Cap Equities" (The Markets)
- "We Committed Fraud with OpenAI's New Image Model (and Called Mum) - EP99.38" (This Day in AI Podcast)
- "The Hidden Toll of Tariffs" (Thoughts on the Market)
- "Talking Markets Podcast (Emerging Markets) with Michael Kass of Baron Capital" (UBS On-Air: Market Moves)
- "DEX in the City KelpDAO vs. LayerZero Who Is Liable When a DeFi Protocol Is Hacked" (Unchained)
- "The Chopping Block Kelp DAO Hack Fallout, DeFi Socialized Losses & Arbitrum's Reverse Hack" (Unchained)
- "China Shock 2.0" (Unhedged)
- "Why Do Many Western Defense Tech Firms Struggle in Ukraine" (War on the Rocks)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above. -
Today’s episode unpacks the escalating crisis of verifiability in a world increasingly shaped by AI-generated content, examining the economic incentives driving media polarization and the emerging need for cryptographically secure alternatives. We also explore the concentration of power in cloud infrastructure, the risks facing DeFi ecosystems, and the geopolitical implications of reconstruction funding in Iraq, revealing a single, accelerating dynamic: a widening gap between those who can leverage systemic advantages and those who can't.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:14 - AI's Economic Impact: Skills, Productivity & Inequality
11:34 - Geopolitics of Energy: The Middle East & Global Oil
19:41 - Google's AI Ambitions: Compute, Competition & Security
22:45 - The Evolving DeFi Landscape: Security, Regulation & Risk
26:16 - Macro Fallout of Past Conflicts: Funding Reconstruction
29:05 - Conclusion
Referenced sources:
- "Insights on Google's AI Strategy Unfolded" (AI Insights: AI News, Eyewitness Accounts)
- "Stocks Fluctuate, SK Hynix Record Profit Quarter" (Bloomberg Daybreak: Asia Edition)
- "Indefinite Truce Extension, Europe's Energy Pain, Audi Loses China Edge" (Bloomberg Daybreak: Europe Edition)
- "Indefinite Ceasefire Extension, Europe's Energy Cost Hit, Audi Loses China Edge" (Bloomberg Daybreak: Europe Edition)
- "Bloomberg Surveillance TV April 22nd, 2026" (Bloomberg Surveillance)
- "Farallon Capital's Nicolas Giauque on Investing for the Long Term" (Exchanges)
- "The AI digital divide" (FT News Briefing)
- "Markets Are Misreading A Late Cycle Liquidity Crunch Michael Howell" (Forward Guidance)
- "At The Money Looking Beyond Market Cap Weighted Indexes" (Masters in Business)
- "Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis" (Odd Lots)
- "Google's AI Strategy A New Era" (The AI Podcast)
- "Will energy security fears change the global energy market With Daniel Yergin" (The Economics Show)
- "How China Keeps Iran's Oil Industry Afloat" (The Journal.)
- "272. Is Anthropic holding businesses to ransom" (The Rest Is Money)
- "Balaji Srinivasan Prove Correct, Not Just Go Direct" (The a16z Show)
- "UBS On-Air Paul Donovan Daily Audio 'Swap Shop'" (UBS On-Air: Market Moves)
- "Across the Pond Navigating the longevity opportunity" (UBS On-Air: Market Moves)
- "Strategy's Preferred Stock Is Now a Stablecoin. And DeFi Has a Security Problem." (Unchained)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above. -
Zijn er afleveringen die ontbreken?
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Today’s episode cuts through the noise to reveal how ancient debt patterns are resurfacing in a world increasingly reliant on fragile AI infrastructure. We examine the lessons from market masters, the geopolitical pressures in the Middle East, and the accelerating cybersecurity risks that threaten to destabilize everything. Listen to understand the interconnected forces reshaping our economic future.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:22 - Investing Through the Ages: Lessons from Market Masters
7:25 - Geopolitics & Energy: The Iran Conflict's Global Impact
15:44 - AI Cybersecurity: The Emerging Threat Landscape
19:38 - Ancient Economies & Modern Debt Cycles
23:14 - Asia's Resilience & the AI-Powered Future
25:54 - Conclusion
Referenced sources:
- "New Apple CEO, OpenAI's New Image Model, Vercel AI Hack" (AI Insights: AI News, Eyewitness Accounts)
- "AlphaCore Wealth Advisory's Dick Pfister - Wealth management with alpha at its core live from iCapital Connect" (Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets)
- "Robots deliver dinner and profits" (Barclays Brief)
- "They are history's geniuses. But were they any good at investing" (Behind the Money)
- "How ancient Mesopotamians solved runaway debt" (Behind the Money)
- "President Trump Extends Iran Truce" (Bloomberg Daybreak: Asia Edition)
- "Instant Reaction Trump Extends Iran Truce, Maintains Blockade as Talks Falter" (Bloomberg Daybreak: Asia Edition)
- "Apple Names New CEO, Starmer's Political Fate, Germany Slams 'Hostile' Bid" (Bloomberg Daybreak: Europe Edition)
- "US Waits on Iran to Confirm Talks as Ceasefire Winds Down" (Bloomberg Surveillance)
- "31 Pacific Asset Management Built for Today, Engineered for Tomorrow - With CEO, Matt Lamb" (Money Maze Curated Podcasts)
- "Brad Jacobs on His Big Bet on Building Insulation" (Odd Lots)
- "Kash Patel Sues, Trump's Psychedelics Push, and Netflix's Podcast Bet" (Pivot)
- "Iran War Will Cost Every Household $50,000" (Prof G Markets)
- "The Gulf energy crisis and the US-China showdown" (The Big View)
- "Cybersecurity Braces for AI 'Bugmaggedon'" (The Journal.)
- "Lawfare Daily DOJ's Very Online Civil Rights Head, with Quinta Jurecic and Anna Bower" (The Lawfare Podcast)
- "Trump finds it's easier to start a war than to end one" (The Rachman Review)
- "Marc Andreessen Monitoring the Situation and the Future of Media" (The a16z Show)
- "Top of the Morning Asia's strategic edge - Diversification, resilience, and opportunity in a shifting world" (UBS On-Air: Market Moves)
- "UBS On-Air Paul Donovan Daily Audio 'Accommodating spending'" (UBS On-Air: Market Moves)
- "Trading disruption" (Unhedged)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above. -
Today's episode unpacks how escalating tensions in energy markets are converging with historic wealth disparity and a rapid shift towards enterprise AI, creating a uniquely unstable global landscape. We examine the complex interplay of national interests, the compute power bottleneck, and the potential for a geopolitical chess game with China as the quiet winner, while asking whether market signals are masking a deeper, more dangerous reality.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:20 - Geopolitical Hotspots: Energy Markets & Regional Escalation
10:03 - Macroeconomic Shifts: Wealth Disparity & National Champions
16:47 - The AI Revolution: Enterprise Adoption & Compute Power
22:12 - Conclusion
Referenced sources:
- "Anthropic's Financial Surge Past OpenAI" (AI Insights: AI News, Eyewitness Accounts)
- "Investors Focus on Iran Talks, Apple Names a New CEO" (Bloomberg Daybreak: Asia Edition)
- "Bloomberg Surveillance TV April 20th, 2026" (Bloomberg Surveillance)
- "Iran Wavers on Peace Talks After US Seizes Ship" (Bloomberg Surveillance)
- "MPs chastise Starmer over Mandelson scandal" (FT News Briefing)
- "Rich Clarida on Navigating Monetary Policy in Choppy Waters" (Macro Musings with David Beckworth)
- "AI, Inflation and Interest Rates" (Notes on the Week Ahead)
- "Stocks Rip to Record Highs, Leaving War in the Dust" (Prof G Markets)
- "Oil Risk Returns, But Do Markets Even Care" (Real Vision: Finance & Investing)
- "What To Build First With Claude Design" (The AI Daily Brief: Artificial Intelligence News and Analysis)
- "Anthropic Passes OpenAI in Revenue, Cerebras Files IPO, Sora Shuts Down" (The AI Podcast)
- "The Gulf energy crisis and the US-China showdown" (The Big View)
- "How Iran's Regime Changed...for the Worse" (The Journal.)
- "How Iran's Regime Changed... for the Worse" (The Journal.)
- "Lawfare Daily The Trials of the Trump Administration, April 17" (The Lawfare Podcast)
- "Where Investment Themes Intersect and Beat Markets" (Thoughts on the Market)
- "Top of the Morning CIO Strategy Snapshot - Baker's dozen" (UBS On-Air: Market Moves)
- "UBS On-Air Paul Donovan Daily Audio 'March 2020'" (UBS On-Air: Market Moves)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above. -
Today's episode dives into the systemic vulnerabilities emerging across macroeconomics, geopolitics, and technology, revealing how a focus on short-term optimization is driving wealth consolidation and increasing the potential for instability. From tax strategies and soaring executive pay to infrastructure failures and the centralizing pressures within crypto, we unpack the forces reshaping risk and reward in a rapidly changing world.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:25 - Macroeconomic Trends: Tax, Pay & Infrastructure
10:46 - AI Adoption: From Productivity to Institutional Implementation
16:52 - Geopolitical Risks & Energy Markets
22:10 - Crypto Market Volatility & Regulatory Pressure
25:31 - Conclusion
Referenced sources:
- "#335 Sriram Raghavan Why IBM Is Betting Everything on Small AI Models" (Eye On A.I.)
- "Brussels' plan to ease the energy crisis" (FT News Briefing)
- "Bonus A US shale pioneer on the Middle East war" (FT News Briefing)
- "Navigating the SaaS Apocalypse Why AI Disruption is Mispriced Deiya Pernas Pernas Research" (Monetary Matters with Jack Farley)
- "Banks' Considerable Exposure to Private Credit Chris Whalen on Banks' Loans to NBFIs, Plus CRE, Gold, and Payments" (Monetary Matters with Jack Farley)
- "Alex Imas on Why Economists Might Be Getting AI Wrong" (Odd Lots)
- "EMQs Should PMs be youthful or experienced" (Political Currency)
- "How the Best Companies Use AI" (The AI Daily Brief: Artificial Intelligence News and Analysis)
- "Agent Building Trends" (The AI Daily Brief: Artificial Intelligence News and Analysis)
- "271. Youth unemployment - a national emergency" (The Rest Is Money)
- "Signal over Noise The IMF meeting's wall of worry" (UBS On-Air: Market Moves)
- "Talking Markets Podcast with Peter Wilke of Northern Trust Asset Management" (UBS On-Air: Market Moves)
- "Bits + Bips Why Josh Lim Is Optimistic on the Dynamics He's Seeing in Bitcoin" (Unchained)
- "The Chopping Block Quantum FUD, Circle vs. Tether & WLFI Drama" (Unchained)
- "How the DOJ and SEC Cases Against BitClout's Nader Al-Naji Collapsed" (Unchained)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above. -
Today's episode unpacks the emerging pattern of resource constraints – from oil supply and compute capacity to trust and capital – and how these limits are reshaping geopolitical strategies, financial markets, and the AI revolution. We explore the vulnerabilities exposed by the Iran war, the illusion of stability in private credit, and the precarious foundations of crypto, arguing that the next phase of disruption will be defined by what *can't* be scaled.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:12 - Geopolitics & Global Energy Security
8:23 - AI's Enterprise Revolution & Software Disruption
18:05 - Financial System Stress: Credit & Real Estate Risks
23:22 - Crypto's Regulatory Hurdles & Ecosystem Vulnerabilities
26:36 - Conclusion
Referenced sources:
- "Game Changing Codex Updates from OpenAI" (AI Insights: AI News, Eyewitness Accounts)
- "OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out" (All-In with Chamath, Jason, Sacks & Friedberg)
- "Global FX Cease-fire, the dollar, DMEM FX impact, IMF round-up" (At Any Rate)
- "Daybreak Weekend Tesla Earnings, European Headwinds, Japanese Inflation" (Bloomberg Daybreak: Asia Edition)
- "Bonus A US shale pioneer on the Middle East war" (FT News Briefing)
- "Global Data Pod Weekender Much ado about oil" (Global Data Pod)
- "Banks' Considerable Exposure to Private Credit Chris Whalen on Banks' Loans to NBFIs, Plus CRE, Gold, and Payments" (Monetary Matters with Jack Farley)
- "Agent Building Trends" (The AI Daily Brief: Artificial Intelligence News and Analysis)
- "How to Use Opus 4.7 and the New Codex" (The AI Daily Brief: Artificial Intelligence News and Analysis)
- "Claude's Unique Features Overview" (The AI Podcast)
- "How the DOJ and SEC Cases Against BitClout's Nader Al-Naji Collapsed" (Unchained)
- "Uneasy Money BIP-361 Wants to Freeze Satoshi's Coins. What Happens If It Passes" (Unchained)
- "TIP808 Current Market Opportunities w Daniel Mahncke & Clay Finck" (We Study Billionaires - The Investor’s Podcast Network)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above. -
This week's roundup covers a recalibration of global power dynamics, marked by the U.S. pivot towards economic coercion and China's assertive industrial policy. We analyze how Block and other companies are leveraging AI-driven world models to revalue assets and the escalating competition for critical compute capacity, alongside Iran's acceptance of economic pain for regional advantage.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:48 - U.S. Strategic Pivot to Economic Coercion & Limited Military Intervention
8:21 - The Rise of Corporate ‘Intelligence Layers’ & the Revaluation of Assets
14:03 - Geopolitical Competition for Compute Capacity & the Future of AI Dominance
19:51 - Iran's Strategic Acceptance of Economic Pain for Regional Leverage
25:03 - Conclusion -
Today's episode dives into the growing disconnect between market calm and global instability, unpacking the surprising strategies that are actually working and revealing the 'simplification tax' distorting alternative investment performance. We also explore the geopolitical risks hidden within localized energy price shocks, the surprising resilience of shale, and the operational realities behind the AI coding revolution.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:20 - Market Disconnects & Alternative Investment Strategies
8:50 - Geopolitics & Energy Markets
14:19 - Economic Resilience, Inequality & Systemic Risks
20:42 - AI Coding Arms Race & the Workflow Revolution
25:11 - The Regulatory Frontier: Crypto & Decentralization
27:58 - Conclusion
Referenced sources:
- "Game Changing Codex Updates from OpenAI" (AI Insights: AI News, Eyewitness Accounts)
- "OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out" (All-In with Chamath, Jason, Sacks & Friedberg)
- "Global FX Cease-fire, the dollar, DMEM FX impact, IMF round-up" (At Any Rate)
- "Global Commodities Prices Get Relief" (At Any Rate)
- "Daybreak Weekend Tesla Earnings, European Headwinds, Japanese Inflation" (Bloomberg Daybreak: Asia Edition)
- "Iran Deal '6 Months Away', Starmer Faces Crisis, Netflix Fails To Thrill" (Bloomberg Daybreak: Europe Edition)
- "Single Best Idea with Tom Keene Darrell Cronk & Amy Wu Silverman" (Bloomberg Surveillance)
- "Bloomberg Surveillance TV April 17th, 2026" (Bloomberg Surveillance)
- "S&P Eyes Third Week of 3% Gain" (Bloomberg Surveillance)
- "Bonus A US shale pioneer on the Middle East war" (FT News Briefing)
- "Global Data Pod Weekender Much ado about oil" (Global Data Pod)
- "A.I. Backlash Turns Violent + Kara Swisher on Healthmaxxing + The Zuck Bot Is Coming" (Hard Fork)
- "Ep. 354 Nader Itayim on Iran's Hormuz Stranglehold, GCC Tensions, and the Oil Market's Recovery" (Macro Hive Conversations With Bilal Hafeez)
- "The Intersection of Science and Finance with CFM's Jean-Philippe Bouchaud" (Masters in Business)
- "Iran Market Disconnect, Vance v. Pope, and OpenAI Shades Microsoft and Anthropic" (Pivot)
- "Is the Labor Market About to Tip Us Into Recession" (Prof G Markets)
- "How to Use Opus 4.7 and the New Codex" (The AI Daily Brief: Artificial Intelligence News and Analysis)
- "Claude's Unique Features Overview" (The AI Podcast)
- "Our Tax System Should Make You Furious" (The Ezra Klein Show)
- "Why Jeff Bezos' Tax Rate Is Lower Than Yours" (The Ezra Klein Show)
- "New All-Time Highs Are Here Now What" (The Macro Trading Floor)
- "Will Guidara on The ROI of Unreasonable Hospitality #627" (The Meb Faber Show - Better Investing)
- "From Models to Mobility Building Waymo with Dmitri Dolgov" (The a16z Show)
- "The System Behind Self-Driving Waymo's Dmitri Dolgov" (The a16z Show)
- "SI396 Markets Look Calm... But Are They ft. Rob Carver" (Top Traders Unplugged)
- "Macro Monthly Podcast with UBS Asset Management" (UBS On-Air: Market Moves)
- "UBS On-Air Paul Donovan Daily Audio 'Policy responses'" (UBS On-Air: Market Moves)
- "How the DOJ and SEC Cases Against BitClout's Nader Al-Naji Collapsed" (Unchained)
- "Uneasy Money BIP-361 Wants to Freeze Satoshi's Coins. What Happens If It Passes" (Unchained)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above. -
Today's episode unpacks intensifying global risks – from China’s strategic support of Iran to the surprisingly bullish (and precarious) narrative around enterprise AI. We dissect how existing geopolitical strategies are being outmaneuvered and why the promise of tech innovation is colliding with fundamental security vulnerabilities, setting the stage for a potential systemic shift.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:17 - Global Risks & the Evolving Geopolitical Landscape
10:24 - AI's Enterprise Revolution: Implementation & Security
16:45 - Tech Market Dynamics: Concentration, Resilience & Earnings
21:10 - Crypto's Institutionalization & Quantum Security
24:20 - Conclusion
Referenced sources:
- "Anthropic Ships Opus 4.7, $2B With No Product & Google AI Deals" (AI Insights: AI News, Eyewitness Accounts)
- "Investors Await US-Iran Truce Extension News" (Bloomberg Daybreak: Asia Edition)
- "PepsiCo's Snacks Business Starts to Rebound After Price Cuts" (Bloomberg Intelligence)
- "Single Best Idea with Tom Keene Wendy Schiller & Bob Doll" (Bloomberg Surveillance)
- "Bloomberg Surveillance TV April 16th, 2026" (Bloomberg Surveillance)
- "Fresh challenge for US Treasuries dominance" (FT News Briefing)
- "Does diversification include crypto" (Insights Now)
- "404 Behaviour, data and technology the DC outcomes equation" (L&G Talks Asset Management)
- "MacroVoices #528 Luke Gromen Hormuz Could Lead To a 1956 US Suez Moment" (Macro Voices)
- "Markets Happy Hour Podcast - Salon - Live in London - April 16, 2026 Paying it Forwards" (Markets Happy Hour Podcast with Aoifinn Devitt)
- "Open Source Self-Driving with Comma AI" (Practical AI)
- "AI's Great Divergence" (The AI Daily Brief: Artificial Intelligence News and Analysis)
- "Anthropic's Strategic Opus 4.7 Release" (The AI Podcast)
- "Will the energy shock change global trade imbalances With Brad Setser" (The Economics Show)
- "Chase or Fade the Rally" (The Markets)
- "How Capital One Delivers Multi-Agent Systems with Rashmi Shetty - #765" (The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence))
- "Markets Eye Hungary's Political Shift" (Thoughts on the Market)
- "AI in banking Benefits, barriers and breakthroughs" (UBS Global Research Pod Hub)
- "Talking Markets Podcast (Artificial Intelligence) with Mike Lippert (Baron Capital)" (UBS On-Air: Market Moves)
- "Quantum Threats, AI Power & What's Next for Crypto with Mark Monfort" (Unblocking The Chain)
- "Anthropic's Mythos Is More Powerful Than the U.S. Government's AI. Does That Make Sense" (Unchained)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above. -
Today's episode unpacks the shifting global landscape, where access to physical resources—energy, compute infrastructure, and data—is rapidly becoming the primary axis of power. We examine the disconnect between paper and real oil markets, the AI investment cycle, and how Saudi Arabia and India are strategically positioning themselves for a world defined by scarcity and control.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:19 - Geopolitical Risks: Iran Conflict & Global Recession
9:09 - AI's Enterprise Revolution & Emerging Threats
16:01 - The $40 Trillion Private Credit Boom & AI Infrastructure
19:46 - Saudi Arabia's Global Investment Playbook
23:06 - India's AI Ascent & Decentralized Software Creation
26:09 - Conclusion
Referenced sources:
- "Asian Stocks Rise, US Hits Record on Iran Talks Hopes" (Bloomberg Daybreak: Asia Edition)
- "Anthropic Draws Investor Offers at Over $800 Billion Value" (Bloomberg Intelligence)
- "Single Best Idea with Tom Keene Dean Curnutt & Patrick Murphy" (Bloomberg Surveillance)
- "Bloomberg Surveillance TV April 15th, 2026" (Bloomberg Surveillance)
- "Stocks Near All-Time High on Iran Peace Prospects" (Bloomberg Surveillance)
- "Jensen Huang - TPU competition, why we should sell chips to China, & Nvidia's supply chain moat" (Dwarkesh Podcast)
- "Apollo's Jim Zelter on AI Disruption and the Future of Private Credit" (Exchanges)
- "#334 Abhishek Singh The $1.2 Billion Plan to Turn India Into an AI Superpower" (Eye On A.I.)
- "How the world is preparing for oil shortages" (FT News Briefing)
- "198 Inside Saudi Arabia's Sports and Investment Strategy The Why, Where and How, with Danny Townsend, CEO." (Money Maze Podcast)
- "Vibe Coding Gets an Upgrade" (The AI Daily Brief: Artificial Intelligence News and Analysis)
- "The Energy Shock Is Here" (The Journal.)
- "Iran war What does Tehran want and will it get it" (The Rachman Review)
- "270. AI minister How we build a trillion dollar AI company" (The Rest Is Money)
- "Replit's CEO on Vibe Coding, Wealth Building, and What Most People Get Wrong About AI" (The a16z Show)
- "Economic Roundtable Structural Fallouts From the Iran Conflict" (Thoughts on the Market)
- "Quantum Threats, AI Power & What's Next for Crypto with Mark Monfort" (Unblocking The Chain)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above. -
Today’s episode unpacks the growing disconnect between localized economic resilience and systemic vulnerabilities, from energy markets to AI infrastructure. We examine how central bank divergence, opaque private credit expansion, and the unpredictable nature of AI agents are creating an asynchronous world where trust in core data points is eroding – and what it means for investment strategies and geopolitical risk.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:12 - Geopolitics & Energy Markets: Navigating Global Risk
9:39 - Equity Market Resilience & Investment Strategies
15:26 - Central Bank Divergence & Inflation Dynamics
19:35 - AI's Impact on Systemic Risk & Digital Integrity
22:34 - Conclusion
Referenced sources:
- "US Blockade of Hormuz Impact on Supply, US-Iran Seek More Talks, More" (Bloomberg Daybreak: Asia Edition)
- "Stocks Near All-Time High on Iran Peace Prospects" (Bloomberg Surveillance)
- "Bloomberg Surveillance TV April 14th, 2026" (Bloomberg Surveillance)
- "Traders Eye Renewed Iran Peace Push" (Bloomberg Surveillance)
- "Why Aren't Investors More Worried" (Exchanges)
- "#332 Dan Faulkner The Code Is Clean. The App Is Broken. Why AI Development Has an Integrity Problem" (Eye On A.I.)
- "Credit Crunch Investor Survey 2Q - Iran, Rates, Dollar vs. Euro" (FICC Focus)
- "PwC plans overhaul of consulting business" (FT News Briefing)
- "I Don't Believe the Stagflation Narrative How the Strong Consumer and AI Tailwinds Shape Sean Emory's Bullish Blueprint Avory & Co" (Monetary Matters with Jack Farley)
- "Presenting What Next TBD Why Everyone is Freaking out About Private Credit" (Odd Lots)
- "Economic Roundtable Energy Shock & Central Banks' Action" (Thoughts on the Market)
- "UBS On-Air Paul Donovan Daily Audio 'Keeping the optimistic bias'" (UBS On-Air: Market Moves)
- "Bits + Bips Why Apple Might Benefit More From AI Than AI Companies Will" (Unchained)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above. -
Today's episode dissects the escalating economic conflict—from the Strait of Hormuz to the weaponization of trade—and explores how nations are building parallel systems to bypass traditional channels. We unpack Iran's novel choke point strategy, the implications for Bitcoin as a geopolitical asset, and the leadership qualities required to navigate this increasingly unstable landscape.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:19 - Geopolitical Economics & Global Choke Points
10:22 - Market Volatility & Geopolitical Risk Management
16:00 - The AI Infrastructure Race: Models, Agents & Regulation
19:40 - Bitcoin & Crypto in a Shifting World Order
22:30 - Leadership & Resilience in a Complex Environment
25:47 - Conclusion
Referenced sources:
- "Altman Gets Molotov Cocktail, Zuckerberg Creates AI Clone" (AI Insights: AI News, Eyewitness Accounts)
- "Trump Begins Hormuz Blockade Even as US, Iran Eye More Talks" (Bloomberg Daybreak: Asia Edition)
- "Trump Blockades Iran, Hungary Rejects Orban, The UK's Lost Year" (Bloomberg Daybreak: Europe Edition)
- "Trump's Iran Blockade Threat, Hungary Rejects Orban, UK's Lost Year" (Bloomberg Daybreak: Europe Edition)
- "Single Best Idea with Tom Keene Jean Boivin & Peter Tchir" (Bloomberg Surveillance)
- "Bloomberg Surveillance TV April 13th, 2026" (Bloomberg Surveillance)
- "Hormuz Blockade Spurs Market Jitters" (Bloomberg Surveillance)
- "Randall Stutman - Giving Feedback, Followership, and Admired Leadership (EP.497)" (Capital Allocators – Inside the Institutional Investment Industry)
- "Randall Stutman - Admired Leadership (EP.150)" (Capital Allocators – Inside the Institutional Investment Industry)
- "Institutional-grade yield on USD, BTC, and Gold" (Epicenter - Learn about Crypto, Blockchain, Ethereum, Bitcoin and Distributed Technologies)
- "Iran Talks Collapse A New Surge in Inflation Macro Mondays April 13, 2026" (Macro Mondays)
- "The Latest News and the Economic Outlook" (Notes on the Week Ahead)
- "Ziad Daoud Explains How War with Iran Will Reshape the Gulf" (Odd Lots)
- "Don't Try to Beat This Market - Here's What to Do Instead" (Prof G Markets)
- "Harness Engineering 101" (The AI Daily Brief: Artificial Intelligence News and Analysis)
- "Unpacking the AI Cloning Phenomenon" (The AI Podcast)
- "How the Strait of Hormuz changes economic warfare" (The Big View)
- "The Strait of Hormuz Showdown" (The Journal.)
- "Mounting Evidence of a Market Rebound" (Thoughts on the Market)
- "Top of the Morning CIO Strategy Snapshot - The next chapter" (UBS On-Air: Market Moves)
- "UBS On-Air Paul Donovan Daily Audio 'Optimistic bias versus bad news'" (UBS On-Air: Market Moves)
- "Bits + Bips Bitcoin's Geopolitical Upturn and the $100K Question" (Unchained)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above. -
Today's episode unpacks the systemic breakdown signaled by escalating geopolitical turmoil, shifting capital flows, and a fundamental repricing of risk across energy markets. We delve into how AI is both accelerating and exacerbating these trends, from restructuring the labor market to fueling a silent tech arms race, and why the assumptions underpinning global finance are crumbling.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:17 - Geopolitical Risk & Energy Markets
8:42 - The Future of Work in the Age of AI
15:18 - AI & National Security: US vs. China
21:07 - Conclusion
Referenced sources:
- "Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence" (All-In with Chamath, Jason, Sacks & Friedberg)
- "#331 Sergey Levine The Robot Revolution Nobody Is Talking About" (Eye On A.I.)
- "State of Distressed Debt Weber, Aguirre on Attaining Owner DNA" (FICC Focus)
- "Hungary ousts longtime prime minister Viktor Orbán" (FT News Briefing)
- "The Big Macro Force That's Been Driving Stocks Higher for Years" (Odd Lots)
- "What If George was PM during Covid" (Political Currency)
- "The New AI Org Chart" (The AI Daily Brief: Artificial Intelligence News and Analysis)
- "Lawfare Archive Aram Gavoor on the Biden Administration's AI National Security Memo" (The Lawfare Podcast)
- "Lawfare Archive Election Anxieties and the U.S. Postal Service with Kevin Kosar and Anne Joseph O'Connell" (The Lawfare Podcast)
- "LOUIS TURNS THE TABLES ON KEV (Guest Louis-Vincent Gave)" (The Market Huddle)
- "269. Monzo founder AI will kill income tax" (The Rest Is Money)
- "SI395 Finding Alpha in the Strait of Chaos ft. Andrew Beer" (Top Traders Unplugged)
- "Why Morgan Stanley Launched the Cheapest Bitcoin ETF on the Market" (Unchained)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above. -
Today's episode unpacks the growing disconnect between traditional economic indicators and the realities on the ground, from energy market pressures and sovereign debt risks to the systemic vulnerabilities exposed by the AI buildout. We analyze how interventionist policies – and the inherent agency costs of fiat currency – are distorting market signals and creating a landscape where predictability is rapidly eroding. The fate of countries can hinge on random actions, and a focus on quality, scarcity and intentional non-uniformity is paramount.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:04 - Global Instability & Resilient Investing
8:59 - Energy Markets & Macroeconomic Policy
17:30 - The AI Revolution: Corporate Investment & Systemic Risk
21:51 - Conclusion
Referenced sources:
- "Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence" (All-In with Chamath, Jason, Sacks & Friedberg)
- "Daybreak Weekend Neflix Earnings, Hungary Election, Spain Prime Minister Visits China" (Bloomberg Daybreak: Asia Edition)
- "Anthropic Model Scare Sparks Bessent, Powell Warning to Bank CEOs" (Bloomberg Intelligence)
- "Bloomberg Surveillance TV April 10th, 2026" (Bloomberg Surveillance)
- "Calm Surface, Cracks Beneath Oil Shocks, Credit Risk & AI Disruption Protect the Pile Episode 10" (Hedgeye Podcasts)
- "Markets Happy Hour Podcast - April 10, 2026 - Ships Passing in the Night" (Markets Happy Hour Podcast with Aoifinn Devitt)
- "Assessing Asset Volatility and Iran War Threats With BlackRock's Mike Pyle" (Masters in Business)
- "The Big Macro Force That's Been Driving Stocks Higher for Years" (Odd Lots)
- "Why Enterprise AI Has a Leadership Problem" (The AI Daily Brief: Artificial Intelligence News and Analysis)
- "LOUIS TURNS THE TABLES ON KEV (Guest Louis-Vincent Gave)" (The Market Huddle)
- "Making Sense of Mixed Market Signals" (Thoughts on the Market)
- "RWH067 Prudent Investing In Perilous Times w Matthew Mclennan" (We Study Billionaires - The Investor’s Podcast Network)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above. -
This week's roundup covers the reorientation of global power structures, focusing on Iran’s strategic monetization of the Strait of Hormuz and the accelerating erosion of U.S. financial control through cryptocurrency. We also dissect the rapid pace of AI development, its inherent vulnerabilities, and the rise of a machine economy demanding new financial risk models.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:43 - Iran's Strategic Monetization of the Strait of Hormuz
7:15 - The Erosion of US Financial System Control via Crypto and Asymmetrical Warfare
13:28 - AI Development Outpacing Security, Creating a New Arms Race & Systemic Vulnerability
20:34 - Trump’s Transactional Foreign Policy and the Redefinition of Geopolitical Leverage
25:03 - The Emergence of a Machine Economy & Re-evaluation of Financial Risk Models
30:18 - Conclusion -
Today's episode dissects the growing disconnect between conventional economic forecasting and the realities of supply-side shocks. We explore how central bank responses are becoming increasingly ineffective as geopolitical risks and AI-driven disruption reshape global markets, uncovering a networked fragility masked by apparent calm.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:15 - The Shifting Macro Landscape: Resilience, Inflation & Central Bank Responses
10:32 - Geopolitics & Commodity Markets: De-escalation, Risk & Oil Price Dynamics
17:49 - AI's Enterprise Revolution: Security Vulnerabilities & Talent Acquisition
22:40 - Conclusion
Referenced sources:
- "Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence" (All-In with Chamath, Jason, Sacks & Friedberg)
- "Anthropic Model Scare Sparks Bessent, Powell Warning to Bank CEOs" (Bloomberg Intelligence)
- "Single Best Idea with Tom Keene Dan Williams & Tiffany Wilding" (Bloomberg Surveillance)
- "CPI in Focus as US-Iran Peace Talks Near" (Bloomberg Surveillance)
- "Global Data Pod Weekender On the strait and harrow" (Global Data Pod)
- "Anthropic's Cybersecurity Shock Wave + Ronan Farrow and Andrew Marantz on Their Sam Altman Investigation + One Good Thing" (Hard Fork)
- "Calm Surface, Cracks Beneath Oil Shocks, Credit Risk & AI Disruption Protect the Pile Episode 10" (Hedgeye Podcasts)
- "Markets Happy Hour Podcast - April 10, 2026 - Ships Passing in the Night" (Markets Happy Hour Podcast with Aoifinn Devitt)
- "Assessing Asset Volatility and Iran War Threats With BlackRock's Mike Pyle" (Masters in Business)
- "Iran Ceasefire Uncertainty, Democratic Wins, and Musk vs. Altman" (Pivot)
- "The Ceasefire Won't Save The Economy - ft. Mark Zandi" (Prof G Markets)
- "A shaky ceasefire" (Swamp Notes)
- "Why Enterprise AI Has a Leadership Problem" (The AI Daily Brief: Artificial Intelligence News and Analysis)
- "The Civilization Trump Destroys May Be Our Own" (The Ezra Klein Show)
- "Fareed Zakaria on the Moral Cost of Trump's War" (The Ezra Klein Show)
- "Frameworks To Trade The Hormuz Crisis" (The Macro Trading Floor)
- "Software Winners & Losers in the Age of AI (wAlex Rubalcava & Paul Bricault) #626" (The Meb Faber Show - Better Investing)
- "Across the Pond A new normal after the ceasefire" (UBS On-Air: Market Moves)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above. -
Today's episode diagnoses a system operating under multiple, interconnected pressures—from the Iran conflict and energy price shocks to the fragile optimism in AI infrastructure and earnings reports. We unpack why the market's resilience may be built on unrealistic assumptions, and explore the surprising strength of emerging markets as a potential strategic opportunity in a world redefining economic stability.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:14 - Geopolitics & Global Markets: Iran Conflict Fallout
10:07 - AI Infrastructure & Scalability Challenges
17:17 - US Economy: Markets, Earnings, and the Fed
22:53 - Emerging Market Resilience & Strategic Opportunities
26:26 - Conclusion
Referenced sources:
- "Meta's New Model, Gemini 4, OpenAI Proposes AI Policy" (AI Insights: AI News, Eyewitness Accounts)
- "EM Fixed Income Will EM markets keep trading Iran conflict de-escalation" (At Any Rate)
- "Asia Stocks Rise Before Iran Talks" (Bloomberg Daybreak: Asia Edition)
- "DOJ Opens Probe Into NFL's Sports TV Deals" (Bloomberg Intelligence)
- "Bloomberg Surveillance TV April 9th, 2026" (Bloomberg Surveillance)
- "Ceasefire Claims Diverge as Hormuz Stays Blocked" (Bloomberg Surveillance)
- "Promote Giving - A New Model for Performance-Driven Giving (EP.496)" (Capital Allocators – Inside the Institutional Investment Industry)
- "Macro Matters Fed Past & Future with BNY's Reinhart" (FICC Focus)
- "US-Iran war boosts used electric vehicle sales" (FT News Briefing)
- "Alternative Realities What is the state of U.S. infrastructure" (Insights Now)
- "The ceasefire, Africa and Senior Companies and Markets Show" (Investors' Chronicle)
- "403 The case for dynamic duration management in credit portfolios" (L&G Talks Asset Management)
- "MacroVoices #527 Adam Rozencwajg What Comes Next After The Iran Crisis" (Macro Voices)
- "The Best Time to Invest How AI Disruption is Reshaping Software Valuations Ben Topor Titan Capital Partners" (Monetary Matters with Jack Farley)
- "Markets Are Betting the Iran War Is Over - Is it" (Prof G Markets)
- "Key Players Pivot to Robots, AI Agents Proliferate Trading the Markets With AI" (Real Vision: Finance & Investing)
- "All of AI's New Models and Tools" (The AI Daily Brief: Artificial Intelligence News and Analysis)
- "Meta's Gemini 4 Important Innovations" (The AI Podcast)
- "BDC Bond Bust Creates Opportunity for $622 Billion Asset Manager MFS" (The Credit Edge by Bloomberg Intelligence)
- "Rational Security The Deeply Iran-ic Edition" (The Lawfare Podcast)
- "Big Tech Opportunity" (The Markets)
- "U.S Consumer Spending Meets Caution" (Thoughts on the Market)
- "How Does Crypto Remain Secure in a World of Always On AI Hacks - Uneasy Money" (Unchained)
- "What has changed" (Unhedged)
- "Update from the Battlefield Drones, Distance, and Diminishing Returns for Russia" (War on the Rocks)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above. -
Today's episode dissects how geopolitical leverage is reshaping global markets, from Iran's calculated shift in energy control to the opaque vulnerabilities emerging in private credit. We explore how the pursuit of stability is paradoxically creating systemic risks, and why AI’s accelerating capabilities are collapsing the traditional window for cybersecurity defense.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:12 - Geopolitics of Energy: Middle East Ceasefires & Oil
9:08 - Private Credit Market Stress: Liquidity & Divergence
16:02 - AI's Cyber Warfare Potential: Mythos & Zero-Day Threats
21:47 - Conclusion
Referenced sources:
- "Stonepeak Credit's Ryan Roberge - building an infrastructure credit strategy" (Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets)
- "South Korea Government Considers Extra Budget , US-Iran Ceasefire Tested" (Bloomberg Daybreak: Asia Edition)
- "Bloomberg Surveillance TV April 8th, 2026" (Bloomberg Surveillance)
- "Iran Ceasefire Deal Spurs Global Relief Rally" (Bloomberg Surveillance)
- "The oil market navigates a shaky ceasefire" (FT News Briefing)
- "Private Credit Doom Narrative On Shaky Foundation Michael Haynes On Why Retail Outflows Are Real But Credit Foundations Are Solid" (Monetary Matters with Jack Farley)
- "Debunking Private Credit Doom Michael Haynes of Beach Point Capital" (Monetary Matters with Jack Farley)
- "Trump Threatened to End Iranian Civilization - What Comes Next" (Prof G Markets)
- "Should We Be Scared of Anthropic's Mythos" (The AI Daily Brief: Artificial Intelligence News and Analysis)
- "How long will the Iran energy shock last With Chris Giles" (The Economics Show)
- "Will the U.S.-Iran Cease-Fire Hold" (The Journal.)
- "Is it possible to negotiate with Iran" (The Rachman Review)
- "U.S.-Iran Truce What's Next" (Thoughts on the Market)
- "Top of the Morning POTUS 47 - Ceasefire Our investment perspectives" (UBS On-Air: Market Moves)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above. -
Today's episode dissects the precarious ceasefire in the Persian Gulf, revealing how a temporary reduction in risk premium obscures deeper geopolitical instability. We unpack the economic vulnerabilities exposed by Hungary's dependence on Russia and the accelerating shift towards a more fragmented, less predictable world order, alongside the security implications of AI’s enterprise race.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:10 - Geopolitical Flashpoints: Oil, Ukraine & the Fragile World Order
9:27 - The AI Enterprise Race: Security, Scalability & Cloud Infrastructure
18:55 - Macroeconomic Warning Signs: Deglobalization & Stagflationary Pressures
23:40 - Crypto's Maturing Market: Institutional Flows & Emerging Risks
26:43 - Conclusion
Referenced sources:
- "Anthropic's Mythos Found Millions of Security Vulnerabilities" (AI Insights: AI News, Eyewitness Accounts)
- "The quantum computing moment" (Barclays Brief)
- "US-Iran Ceasefire Agreed, Hormuz Reopening Deal, Vance Condemns EU" (Bloomberg Daybreak: Europe Edition)
- "US-Iran Ceasefire Agreed, Hormuz Reopening Deal, Vance Attacks EU" (Bloomberg Daybreak: Europe Edition)
- "Special Coverage US and Iran Agree to Ceasefire Hours Before Trump Deadline" (Bloomberg Intelligence)
- "Ackman Pitches $65 Billion UMG Deal to Move Listing to US" (Bloomberg Intelligence)
- "Single Best Idea with Tom Keene Rebecca Lissner & Ellen Wald" (Bloomberg Surveillance)
- "Bloomberg Surveillance TV April 7th, 2026" (Bloomberg Surveillance)
- "Trump Escalates Iran Threats Ahead of Hormuz Deadline" (Bloomberg Surveillance)
- "US and Iran agree to two-week ceasefire talks" (FT News Briefing)
- "The Iran War is Accelerating the End of Globalism Jacob Shapiro" (Forward Guidance)
- "Iran Deadline Looms for an Economy on the Edge" (Prof G Markets)
- "OpenAI's New Deal" (The AI Daily Brief: Artificial Intelligence News and Analysis)
- "More Coding, Less Slop Why OpenAI Ditched Sora" (The Journal.)
- "Balaji on Why AI Raises the Cost of Verification" (The a16z Show)
- "The Real Risks of Oil Price Spikes" (Thoughts on the Market)
- "Bits + Bips $285M Hack, Iran's Crypto War Machine & the Token Fundamentals Crisis" (Unchained)
- "How 'Booth Babes' at Crypto Conferences Could Lead to Big Hacks Like Drift's" (Unchained)
- "Guns and butter and credit" (Unhedged)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above. -
Today's episode unpacks the interconnected fragility of energy markets, AI development, and cybersecurity, revealing how traditional risk models are failing to account for geopolitical shocks and rapidly evolving threats. We examine the seven-month deadline to avoid an energy crisis, the unsustainable cost of AI compute, and the market forces transforming ransomware into a sophisticated tool of economic warfare. Topic timings are added automatically.
Explore the full visual digest at https://www.pers-int.com
0:00 - Introduction
1:12 - Geopolitical Risk & Energy Markets
9:14 - AI-Driven Disruption & Economic Repricing
16:59 - The New Digital Battlefield: Cyber Warfare & Economic Crime
21:49 - Conclusion
Referenced sources:
- "Q1 2026 Venture Funding Hits $300B Record" (AI Insights: AI News, Eyewitness Accounts)
- "Stocks, Oil Whipsaw With Iran Deadline in Focus" (Bloomberg Daybreak: Asia Edition)
- "Ferraris, Advil, and AI Chips 10 Companies to Watch Right Now" (Bloomberg Intelligence)
- "Single Best Idea with Tom Keene Eric Van Nostrand & Scott DiMaggio" (Bloomberg Surveillance)
- "Bloomberg Surveillance TV April 6th, 2026" (Bloomberg Surveillance)
- "Natural Gas in Focus Iran Conflict Could Have 'Very Painful' Consequences" (Exchanges)
- "Why AI Will Reprice The Entire Economy Jordi Visser" (Forward Guidance)
- "Steve Kamin and Mark Sobel on the Outlook of Dollar Dominance" (Macro Musings with David Beckworth)
- "How to Invest When Nothing Makes Sense" (Prof G Markets)
- "The Calm Before the AGI Storm" (The AI Daily Brief: Artificial Intelligence News and Analysis)
- "How ransomware took the world economy hostage" (The Big View)
- "Top of the Morning CIO Strategy Snapshot - Where do we go from here" (UBS On-Air: Market Moves)
- "Top of the Morning CEO Macro Briefing Book - Insights for Dealmakers" (UBS On-Air: Market Moves)
- "Bits + Bips Why the Drift Hack Is an 'Embarrassment for the Industry'" (Unchained)
- "How 'Booth Babes' Can Result in Huge Hacks Like Drift's" (Unchained)
- "Reopening the Strait of Hormuz & Saving Downed Pilots" (War on the Rocks)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above. - Laat meer zien
