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  1. The Economist28 min

    Of peanuts and principles: Jimmy Carter dies

    Jimmy Carter, Rosie Bloor, Jason Palmer, John Prudhoe, Tom Standage, Tim Cross

    This episode analyzes the complex legacy of Jimmy Carter by contrasting his troubled presidency with his transformative post-White House humanitarian work, while forecasting a volatile 2025 shaped by Donald Trump's potential return and disruptive forces like solar storms and AI adoption. The discussion further dissects Elon Musk's ideologically driven leadership through recommendations of science fiction and biographies that reveal his fixation on existential threats and multi-planetary colonization. Collectively, these segments offer a multidimensional view of historical reflection, future geopolitical unpredictability, and the personal philosophies driving modern technological power.

  2. Milken Institute40 min

    AI: A Multiplier or a Divider? | Middle East and Africa Summit 2024

    Sarah Yaseen, Nicole Valentine, Prem Akkaraju, Kate Kallot, Rohan Patel, Grant Verstandig

    Leading AI practitioners including Prem Sacharczyk, Kate Turrell, and Rohan Seth convened to analyze the projected $4.4 trillion capital influx into global sectors while debating strategic frameworks for ethical deployment and workforce adaptation. The panelists utilized historical figures to illustrate their visions for AI's role in balancing creative liberation against risks like asymmetric power and the erosion of junior skill acquisition. Ultimately, the discussion emphasized immediate self-regulation through sanitized data practices and infrastructure investment in emerging markets to mitigate potential harms while accelerating innovation in science and industry.

  3. The Economist23 min

    Passing mentions: the notable lives lost in 2024

    Jason Palmer, Arkady Ostrovsky, Enshul Pfeffer, Anne Rowe, Jerry

    This event serves as a comprehensive historical reflection on the deaths of prominent figures across politics, science, and culture, including Russian opposition leader Alexei Navalny, Hamas strategist Yahya Sinwar, and baseball legend Willie Mays. The discourse also commemorates the legacy of Apollo 8 astronaut Bill Anders, whose "Earthrise" photograph catalyzed the modern environmental movement, alongside the career of sex therapist Dr. Ruth Westheimer, who overcame Nazi trauma to become America's most visible voice on sexual health. Together, these accounts illustrate a spectrum of human achievement and tragedy, ranging from the inevitability of political change in Russia to the enduring impact of individual resilience on global society.

  4. The Economist36 min

    Tomes will tell: books that predict the future

    Rosie Bloor, Oliver Morton, Shashank Joshi, Rory, Christian Novotny, Tom Standage

    The Economist's *The Intelligence* program, hosted by Rosie Bloor, convenes editor Oliver Morton, Shashank Joshi, and Tom Standage to dissect science fiction and non-fiction that forecasts technological, geopolitical, and biological trajectories. The discussion evaluates Vernor Vinge's speculative near-future regarding augmented reality, analyzes Andrew Steele's theories on extending human lifespans through biological intervention, and reviews literature addressing the renewed immediacy of nuclear conflict in Ukraine and Asia. Complementing these themes with listener recommendations on climate resilience and algorithmic control, the panel concludes that while technological capabilities evolve, future outcomes remain dependent on political will and the enduring nature of human emotion.

  5. The Economist24 min

    Good moos: cows could help the climate

    Rosie Bloor, Robert Guest, Gavin Jackson, Anne Rowe

    A global summit addressed the dual challenge of rising beef demand in developing economies and high cattle emissions, highlighting a 19-fold productivity gap between African and American dairy herds that researchers aim to close through targeted breeding and technological innovations. Concurrently, economic analyses identified Spain as the top-performing rich-world economy in 2024, driven by a foreign-born workforce and service-sector expansion despite persistent productivity constraints and housing inflation. In a separate cultural observation, the legacy of Harold Palmer was noted for his five decades of solitary hermitage in Northumberland, which established a enduring spiritual space despite a failure to recruit a permanent monastic community.

  6. Milken Institute41 min

    Global Investment Outlook: Investing in a Shared Future | Middle East and Africa Summit

    Dan Murphy, His Excellency Waleed Al Mokarrab Al Muhairi, Katie Koch, Tony Minella, Anne Walsh

    A panel of senior investors from Mubadala, TCW, Eldridge, and Guggenheim analyzed the global outlook for 2025, highlighting Abu Dhabi's emergence as the world's leading sovereign wealth hub alongside deep skepticism regarding current equity valuations and credit market risks. While participants identified structural opportunities in private rescue financing, asset-backed finance, and real assets like data centers, they simultaneously warned of crowding in private credit, potential volatility from compressed spreads, and geopolitical headwinds that could disrupt stability. Despite these concerns, major firms maintain a strategic bias toward the U.S. market due to its superior risk-reward profile, anticipating that fiscal pressures and policy shifts under a potential Trump administration will drive specific trading ranges for treasuries and inflation management.

  7. Goldman Sachs24 min

    Markets post-Fed: Inflation back in focus

    Tony Pasquarello, Josh Schifrin, Don Wilson

    The Federal Reserve concluded its initial easing cycle with a 25 basis point rate cut while signaling a shift to a cautious, data-dependent Phase Two that prioritizes inflation progress toward the 2% target. Economists and strategists project 2 to 3 additional cuts in 2025 contingent on cooling price pressures, though markets face binary volatility driven by upcoming tariff announcements and leadership transitions. While underlying inflationary risks in housing moderate and the Fed Put provides downside support, equity performance will increasingly rely on corporate earnings rather than anticipated policy support in the post-election landscape.

  8. The Economist24 min

    The club rules? India’s RSS

    Rosie Bloor, Jason Palmer, Avantika Chilkoti, Anjani Trivedi, Lane Green

    The Rashtriya Swayamsevak Sangh leverages its 5 million members and network of celibate pracharaks to deeply influence Indian policy-making, despite internal friction between Prime Minister Narendra Modi's personal cult and the organization's collective ethos. Simultaneously, Gulf states are pivoting from fossil fuels to applied scientific research, aiming to solve regional challenges like water scarcity and food security through partnerships with Western universities despite current low R&D spending. In the United States, the term "kakistocracy" was crowned the 2024 Word of the Year, reflecting widespread political anxiety over Donald Trump's re-election and controversial cabinet appointments.

  9. The Economist28 min

    Country of the year: The Economist picks

    Rosie Bloor, Jason Palmer, Patrick Fowles, Josie DeLapp, Lena Shipper, Alexander Sewage Bus, Sharon Loman, Angie Keeling-Garcia

    The Economist awarded Bangladesh the title of Country of the Year 2024 for its significant governance and economic stabilization under interim leader Muhammad Yunus following a student-led revolution that ousted Sheikh Hasina. This selection superseded Syria, which editors rejected due to the uncertainty of its post-Assad transition and the potential rule by the extremist HTS group. Concurrently, the report highlights a severe post-pandemic crisis of pet abandonment in the US, where rescue organizations are struggling to manage record surrender rates driven by impulsive consumer behavior and a surplus of now-unwanted animals.

  10. Goldman Sachs26 min

    A perfect setup for the financial sector?

    Richard Ramsden, Alex Blostein, Leslie Kendrick

    This conference analyzed the 2025 outlook for the banking and asset management sectors, identifying a potential recovery in capital markets activity and private credit growth alongside strategic shifts in regulatory frameworks under the new administration. Key discussions focused on how interest rate trajectories, tariff-driven inflation, and operational automation will influence net interest income and loan origination for major institutions like Bank of America. While projecting a bullish environment for revenue expansion, the event also highlighted significant risks including policy uncertainty, stagflation scenarios, and elevated asset valuations that could impede the expected market rebound.

  11. Goldman Sachs32 min

    Norges Bank’s Nicolai Tangen on running the world’s largest sovereign wealth fund

    Nicolai Tangen, David Solomon

    Norges Bank Investment Management oversees the world's largest sovereign wealth fund, which has generated a 60% return over its CEO's five-year tenure while holding stakes in 9,000 global companies. Under CEO Nikolai Tangen, the organization distinguishes itself through aggressive active stewardship, transparency, and a shift toward real-time behavioral analytics that guide its 70% equity allocation. Tangen's strategy addresses current market risks from tech concentration and regulatory fragmentation by prioritizing renewable infrastructure and long-term decision-making to maintain the fund's role as a critical pillar of Norway's economy.

  12. The Economist24 min

    Between Estonia and a hard place: NATO meets

    Rosie Bloor, Adam Roberts, Ava Renee, Anne Hanna, Dr Alex Christensen, Daryl van Tongeren, Erin Braun, Bob Van Wagenen

    At a summit in Tallinn hosted by Estonia, NATO leaders coordinated defense strategies against Russian aggression, agreeing to intensify sanctions on Russia's shadow fleet while pushing member states to exceed the 2% GDP spending benchmark. Concurrently, a separate global analysis reveals the rapid capitalization of digital spirituality, a sector projected to grow 15% annually as influencers and corporations monetize the declining trust in traditional religious institutions among Western youth. Amidst these geopolitical and economic shifts, conservationists face a critical crisis in recovering the California condor population from lead poisoning and wildfire threats, despite a significant increase in numbers from 22 birds in 1982.

  13. Milken Institute41 min

    The Private Credit Playbook| Middle East and Africa Summit 2024

    William Kelly, Carmen Alonso, Mathew Douglass, Stephen J. Ketchum, Drew McKnight, Bill Kelly, Matt Douglas, Steve Ketchum

    The private credit market, currently valued at $2 trillion, is projected to double by 2030 as it absorbs capital from shrinking bank balance sheets while expanding into niche asset classes like litigation and intellectual property finance. Institutional investors are increasingly utilizing interval funds and Business Development Companies to access high-yield opportunities in mid-market and Latin American sectors, though rising pick-up risks and a looming maturity wall present distinct challenges. Despite concerns over capital oversupply, industry experts maintain that the asset class offers structural stability compared to traditional banking, with substantial undrawn equity capital poised to drive continued growth through the next decade.

  14. a16z22 min

    AI: The Ultimate Healthcare Hire

    Julie Yoo

    Facing a severe clinical shortage driven by an aging workforce and high burnout rates, the healthcare sector is pivoting toward an AI-powered "super staffing" model that unbundles administrative tasks from physician duties to unlock immediate capacity. This strategy leverages ambient scribes and autonomous agents to shift spending from traditional IT budgets to labor costs, allowing hospitals to fill open headcount gaps without waiting for new clinical training pipelines. While adoption is accelerating due to the industry's ability to leapfrog legacy infrastructure, successful implementation must navigate persistent regulatory uncertainties and integration challenges posed by decades-old electronic health record systems.

  15. The Economist29 min

    Mass graves: revealing Syria’s horror

    Jason Palmer, Rosie Bloor, Gareth Brown, Sophie Petter, Andy Miller, Rachel Lloyd, Nicholas Barber

    Ten days after Bashar al-Assad fled to Moscow, journalist Gareth Brown confirmed the existence of a massive mass grave in Al-Qutayfa where locals allege regime forces buried up to 100,000 political prisoners from Sadnaya prison. Meanwhile, France faces a deepening political crisis as President Emmanuel Macron appointed François Bayrou to lead a caretaker government following the dismissal of Prime Minister Michel Barnier, leaving the nation without a 2025 budget amidst threats of immediate no-confidence votes from all parliamentary factions. In cultural news, critics highlight three distinct 2024 releases: Sean Baker's *Anora* subverts marriage tropes, *All of Us Strangers* explores grief through supernatural drama, and *The Substance* delivers a satirical body-horror critique of Hollywood's ageism.