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  1. The Economist22 min

    Remote control: Rwandan proxies occupy Congo

    Rosie Bloor, Jason Palmer, Emmett Livingston, Robert Guest, Slaweja Čankova, Vishnu Padmarabhan

    Following a collapse of government defenses, the M23 rebel group and alleged Rwandan troops captured Goma, displacing millions while exploiting the region's resources amid accusations of a proxy war strategy. Concurrently, medical research published in the *New England Journal of Medicine* identifies microplastics in half of a patient sample with arterial plaque, linking their presence to a quadrupled risk of heart attacks and stroke. Simultaneously, the global astrology market is surging to $23 billion by 2031 as Gen Z users increasingly turn to AI-driven platforms for guidance amidst declining religious adherence and rising societal stress.

  2. The Economist25 min

    Executive orders of magnitude: Trump’s day one

    Trump, Jason Palmer, Rosie Bloor, John Prudhoe, Edward Carr, Nicole Phan

    During his second-term inauguration held indoors due to extreme cold, Donald Trump delivered an address centered on reclaiming the Panama Canal, reviving Manifest Destiny, and announcing a goal to plant an American flag on Mars while key Silicon Valley leaders like Elon Musk attended. On his first day in office, he signed executive orders establishing a two-gender policy, declaring a national emergency at the southern border to halt illegal entry, and withdrawing from the World Health Organization and Paris Climate Agreement. Although Trump currently holds peak approval ratings and dominates the Republican Party, legislative constraints from narrow majorities in Congress and potential Supreme Court challenges may limit the long-term durability of his aggressive tariff threats and immigration reforms.

  3. All-In Podcast1h 43m

    Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs

    Mark Pincus, Jason, Friedberg, Chamath Palihapitiya

    Venture capitalist Mark Pinkus discusses his political realignment from the Democratic establishment to endorsing Donald Trump following a catalyst of media skepticism and the removal of internal gatekeepers, a shift that paradoxically strengthened his relationship with friend and co-investor Reid Hoffman. The conversation expands to California's record-breaking wildfire crisis, where experts debate the efficacy of Governor Newsom's price gouging bans and real estate moratoriums against historical precedents for rapid infrastructure recovery. Additionally, the speakers analyze the impending TikTok ban driven by national security concerns, the disruptive impact of generative AI on traditional MBA career paths, and Pinkus's ongoing investigation into the Fermi Paradox and potential UAP phenomena.

  4. All-In Podcast1h 47m

    LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland

    Zuck, Trump, Cyan Banister, Chamath, Jason, Mark-Zuckerberg

    Panelists dissected the catastrophic Palisades Fire as a product of extreme climate conditions and systemic policy failures involving environmental regulations and insurance market collapse. The discussion expanded to critique current California leadership, with calls for business executives to replace career politicians, while simultaneously analyzing Meta's strategic shift away from third-party fact-checking. Further topics included NVIDIA's new edge computing hardware for AI and robotics, the geopolitical imperative of securing Arctic shipping lanes, and predictions regarding future market shifts in the S&P 500 and US national debt.

  5. Goldman Sachs24 min

    Navigating 2025: Why investors need to diversify and hedge their portfolios

    Christian Mueller-Glissmann, Alexandra Wilson-Elizondo

    The 2024 financial landscape featured broad outperformance of U.S. large-cap equities and tight credit spreads, driven by resilient global growth despite significant regional divergences and a 100-basis point Federal Reserve rate cut. Looking ahead to 2025, strategists anticipate a reflationary macro regime that will likely compress risk premiums and challenge concentrated valuations, prompting a strategic shift toward diversified equity barbell positions and higher allocation to fixed income. Investors are advised to prepare for elevated term premiums and geopolitical uncertainty by utilizing gold, currency hedges, and defensive options to mitigate risks associated with sticky inflation and supply-driven bond market dynamics.

  6. The Economist22 min

    Don’t mention the war: Russia’s internal tensions

    Rosie Bloor, Jason Palmer, Arkady Ostrovsky, Matthew Holhouse

    Analysts predict Vladimir Putin's regime faces potential unraveling due to a fragmented society where a pacifist majority fears total collapse yet creates fertile ground for crisis-driven change, a dynamic paralleling the late Soviet era. Simultaneously, the UK's Labour government confronts severe electoral volatility after securing a parliamentary majority with only 34% of the popular vote, necessitating tangible economic improvements to counter insurgent challenges from Reform UK and the Greens. Finally, corporate research demonstrates that while third-party nicknames enhance brand authenticity, hierarchical workplace nicknaming erodes psychological safety when initiated by management.

  7. 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.

  8. 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.

  9. 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.

  10. Sequoia Capital48 min

    Robinhood ft. Vlad Tenev - Reinventing Finance for a New Generation

    Robinhood, Vlad Tenev, Roelof Botha, Micky Malka, Andrew Reed, Jason Warnick, Rolof Buerta, Vladimir Tenev

    Co-founded by Vladimir Tenev and Baiju Bhatt, Robinhood disrupted the brokerage industry by introducing commission-free mobile trading that challenged legacy firms like Charles Schwab to eliminate their own fees. The platform weathered critical infrastructure failures during the 2020 pandemic and a controversial 2021 meme stock restriction event that forced the company to secure billions in emergency capital and advocate for regulatory reforms. Having pivoted its strategy in 2022 to serve active traders and diversify revenue beyond equities, Robinhood now operates as a comprehensive financial services platform with eight distinct business lines generating over $100 million each by 2024.

  11. Goldman Sachs33 min

    Investing in Sports: Women’s Sports and the Future

    Nicole Pullen Ross, Stacy Sonnenberg, Willow Bay

    Goldman Sachs' Stacey Sonnenberg attributes the surging valuation of women's sports to decades of Title IX investment and rising media rights, projecting that WNBA and NWSL franchises could match men's league peers within two decades through patient capital. High-profile acquisitions like Angel City FC's $250 million sale to Bob Iger and Willow Bay highlight strategic shifts toward direct-to-consumer revenue and global expansion to address current market gaps. As ownership groups prioritize facility upgrades and diverse sponsorship activations, the industry anticipates converging growth rates despite a persistent valuation gap between current women's and men's teams.

  12. The Economist26 min

    Intel in slide: a chipmaker on the ropes

    Jason Palmer, Shailesh Chitnis, Sarah Lorniuk, John Fasman

    Following a $16.5 billion quarterly loss and a 60% stock decline, Intel CEO Pat Gelsinger faces potential removal as the semiconductor giant struggles with missed technological inflection points and a failed foundry restructuring strategy. While the company seeks over $100 billion in public and private funding to maintain its role in advanced chip manufacturing, legal and political hurdles complicate potential acquisitions or spin-offs amid geopolitical tensions with China. Simultaneously, the International Criminal Court is examining a Lithuanian referral alleging crimes against humanity by the Belarusian regime, a move that could set a legal precedent for investigating non-signatory states while viral food trends continue to disrupt global supply chains and reshape the culinary entertainment industry.

  13. The Economist20 min

    Dark side of the Yoon: South Korea’s chaos

    Rosie Bloor, Jason Palmer, Emma Hogan, Ana Lankes, Tim Cross

    South Korean President Yoon Suk-yeol attempted to declare martial law for six hours to counter alleged North Korean infiltration, a move rejected by lawmakers who have since united to pursue his impeachment amid claims of an attempted coup. The crisis stems from deep political polarization and could trigger a constitutional trial that would likely shift the nation's foreign policy away from hawkish stances toward engagement. This instability threatens South Korea's regional alliances with the US and Japan while leaving the country's constitutional order vulnerable to further internal conflict.

  14. The Economist20 min

    Shock and thaw: Syria’s frozen war resumes

    Jason Palmer, Greg Karlstrom, Avantika Chilkoti

    On November 27, a rebel coalition led by Hayat Tahrir al-Sham captured Aleppo and other northwestern territories by exploiting the diminished military capacity of Syrian allies Russia, Iran, and Hezbollah. Concurrently, journalist Avantika Chilkoti demonstrated the futility of attempting to erase digital footprints, highlighting how corporate data aggregation and limited legal jurisdictions prevent individuals from achieving true online anonymity. In financial markets, US stocks rallied following Donald Trump's re-election, with sectors like crypto, private prisons, and finance surging on deregulation expectations, though some industries like steel and oil subsequently corrected due to policy uncertainties.

  15. Goldman Sachs28 min

    Investing in Sports: A New Media Model

    Nicole Pullen Ross, Dave Dase, Gene Sykes

    Driven by lucrative 20-year media rights deals and the migration of distribution from legacy broadcasters to tech platforms, the sports industry is navigating a valuation surge that currently places the NBA at $76 billion. As cord-cutting erodes traditional cable bundles and regional networks collapse, leagues and legacy broadcasters are restructuring through direct-to-consumer streaming services and modified game rules to maximize subscriber engagement. This fundamental shift, supported by the expansion of sports betting and the growing global influence of athlete personal brands, is projected to continue driving team valuations upward over the next decade.