Latest Interviews
Showing 1–3 of 3 transcripts.
Clear all filters- The Economist8 min
Has the AI boom entered a manic new phase? | The Economist
Henry Curr, Mike Bird, Josh Roberts
US equity markets have reached near-record capitalization levels driven primarily by massive AI-focused "giga IPOs" like SpaceX and anticipated offerings from Anthropic and OpenAI. This concentration, now comprising nearly 40% of the S&P 500, coincides with unusual retail participation and inverted options pricing that signal a shift toward speculative mania. Simultaneously, major technology firms have redirected capital expenditure toward infrastructure, causing a collapse in free cash flow and transforming the sector into a dominant force in global corporate debt markets.
- The Economist8 min
The Iran war will cause inflation to surge | The Economist
The escalation of conflict in Iran has triggered a surge in oil prices that threatens to transmit inflationary pressure globally through energy costs and critical fertilizer shortages at the Strait of Hormuz. Central bankers face a complex dilemma balancing the risk of a historical wage-price spiral against the potential for economic stagnation, while navigating political pressure to lower rates despite IMF forecasts predicting a two percentage point inflation jump. This crisis compels immediate policy intervention to prevent a permanent structural shift in inflation expectations, mirroring the cautionary precedents of the 1970s and recent cumulative global shocks.
- The Economist20 min
In sickness and in stealth: threats to America’s CDC
Rosie Bloor, Jason Palmer, Rebecca Jackson, Josh Roberts, David Benin
Following the inauguration of the Trump administration, the CDC has faced severe operational disruption through Executive Orders targeting DEI initiatives, a mass termination campaign involving 750 employees, and the imposition of restrictive communication protocols by the acting director and DOGE-affiliated entities. Simultaneously, silver market dynamics have shifted as institutional demand surged with Russia adding reserves to holdings and industrial requirements for solar manufacturing drove a 50% increase in consumption, outpacing gold in recent returns. In the entertainment sector, a resurgence of live album releases has emerged among major artists like Dua Lipa and The Cure, driven by post-pandemic appreciation for raw performance energy and a strategic pivot away from the studio-centric production models that dominated the late 20th century.