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The Last Ship Out of Hormuz: Why the REAL Supply Shock Is About to Hit | Rory Johnston
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Here's Why Trump is in No Rush to Reopen the Strait of Hormuz | John Konrad
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The God Machine: Demis Hassabis and the Quest for Superintelligence | Sebastian Mallaby
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Why There Are No Good Options Left in the US War Against Iran | Gregg Carlstrom
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The Information State: Politics in the Age of Total Control | Jacob Siegel
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America's Gamble: Regime Change, Retreat, or State Collapse in Iran | Hamidreza Azizi
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What History's Greatest Currencies Tell Us About the Future of the Dollar | Barry Eichengreen
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When Empires Stop Building: The Iran War and the End of American Soft Power | Bruno Maçães
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The Iran War and the Limits of American Power | Joshua Landis
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The Coming Storm: Why 2026 Looks a Lot Like 1914 | Odd Arne Westad
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The Case for a Historic Reallocation to Emerging Markets | Sony Kapoor
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How Big Tech Weaponized the Internet and How to Fix It | Tim Wu
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How to Build the Perfect Portfolio | Cullen Roche
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The Last Bubble? Finding Value in a World on Fire | Jeremy Grantham & Edward Chancellor
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Why Europe Must Prepare to Go It Alone | Carlo Masala
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Iran's Counterrevolution & the Future of the Greater Middle East | Kamran Bokhari
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The Epstein Files Are Worse Than You Think | Patrick Boyle
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The Mattering Instinct: Our Desperate Need to Find Meaning | Rebecca Goldstein
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Trump's New Strategy for Latin America: Venezuela, Cuba, & the 'Donroe Doctrine' | Brian Winter
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Late-Cycle Investment Theory: Foundations for the Coming Decade | Nicolas Colin
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Is the National Security Strategy a Plan to Contain China or Carve Up the World? | Jamie Metzl
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AI Bubble, Inflation, and the Limits of Monetary Policy | Jason Furman
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Diagnosing the Metacrisis: Reality & Meaning in Modern Life | Iain McGilchrist
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China Shock 2.0: State Capitalism at the Frontier | Dinny McMahon
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How to Navigate the New Investment Paradigm | Lawrence McDonald
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Investment Implications of the AI CapEx Boom | Chase Taylor
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Investing on the Front Lines of the AI Arms Race | Nathan Benaich
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A Practical History of Financial Markets | Russell Napier
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What Happens When Social Trust Collapses? | Peter Atwater
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Trump's Plan to Remake the Middle East | Kamran Bokhari
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The "Boomer Blues" and a Return to Faith | Roger Mitchell
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China's Quest to Engineer the Future | Dan Wang
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The End of Neoliberalism and the Coming Storm | Viktor Shvets
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Why America Needs a New China Strategy | Kurt Campbell & Rush Doshi
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Who Profits in a Post-American World? | Adam Posen
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Against the Machine: On the Unmaking of Humanity | Paul Kingsnorth
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How the Internet Went From Counterculture to Technofeudalism | Douglas Rushkoff
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How Stablecoins Will Transform Banking | Charles Calomiris
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Thematic Investing in an Age of Global Entropy | Marvin Barth
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The Great Rebalancing: Why Debt, Demographics, and Politics Will Crush Forward Returns | Sony Kapoor
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America Under Occupation: Truth, Power, & Imperial Decline | Jonathan Kirshner
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God Mode: The Technological Battle for Global Domination
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Failed State: Inside Britain's Governance Crisis | Sam Freedman
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Investing in a World of Permanent Stimulus | Vincent Deluard
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The Final Phase of the Debt Supercycle | Edward Chancellor
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Stablecoins are Fueling a New Era of Dollar Dominance | Vance Spencer & Michael Anderson
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Why Japan's Elections Could Blow Up Global Bond Markets | Weston Nakamura
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Capital Flight, Trade Policy, and the Fate of the Dollar | Joseph Wang
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Investing in the Chaos: Macro Signals in a Bot-Filled World | Le Shrub
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Trump Doctrine: A New Era of Gunboat Diplomacy | Stephen Walt
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Tehran to Taipei: the Risks of Strategic Overreach | Dmitri Alperovitch
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Israel-Iran War: Economic and Strategic Consequences | Kamran Bokhari
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The Party Comes First: Power & Politics in Xi's China | Joseph Torigian
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Trump vs. Musk: One Big Beautiful Blowup | Lawrence Fossi
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The Case for a New U.S. Industrial Policy | Ian Fletcher
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In The Future China Will Be Dominant & the US Irrelevant | Kyle Chan
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The Path Through Financial Repression | Charles Calomiris
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Empire of AI: Inside OpenAI's Race to Conquer the Future | Karen Hao
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Narrative Collapse & the Search for New Theories | Pippa Malmgren
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Dangerous Dependency: Apple & the Rise of China | Patrick McGee
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Wealth Preservation During a Fourth Turning (HYP) | Russell Napier
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How To Monetize Government Policy | Mark Spindel
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Trump's First 100 Days and What Comes After | Neil Howe
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Will the U.S. Dollar Survive the Breakdown of the International System? | Paul Blustein
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The Economic Fallout from Trump's China Tariffs | Shehzad Qazi
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Capital Wars and the Death of Fiscal Illusions | Paulo Macro & Le Shrub
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The Hundred Year Pivot | A New Podcast Series by Demetri Kofinas and Grant Williams
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Are We About to Enter the First White-Collar Recession? | James van Geelen
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Why Fiscal Policy Is What Really Matters For Investors | Kevin Muir
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Navigating the Twin Crises of the 2020s | George Friedman
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Is the US at Risk of Losing the Long-Game to China? | Rush Doshi
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Living In Wonder: Finding Mystery and Meaning in a Secular Age | Rod Dreher
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Ending the Ukraine War: A Reset in U.S.-Russia Relations? | Andrea Kendall-Taylor & Michael Kofman
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A Turning Point for Value Investing | Mark Holowesko
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Navigating the Fourth Turning: Power, Technology, & Moral Decline | Demetri Kofinas
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Taking the Chainsaw to Argentina's Bureaucracy | Federico Sturzenegger
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Is a Libertarian Revolution Underway in Argentina? | Bowtied Mara
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Finding Value in an Upside-down World | Charles Heenan & Geoff Legg
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What's Driving the Rise in Long-Term Bond Yields? | Jim Bianco
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Extinction of Experience: Being Human in a Disembodied World | Christine Rosen
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Investing in Argentina, AI, and More in 2025 | Zach Abraham & Chase Taylor
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The Fall of Damascus and the New Geopolitics of the Middle East | Kamran Bokhari
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Will AI Generate a New Growth Wave of Creative Destruction? | Herman Mark Schwartz
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National Capitalism & Death of the International Monetary System | Russell Napier
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The End of the German Economic Miracle | Wolfgang Münchau
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De-banking, Censorship, and the Right to Die | Rupa Subramanya
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Why the Fed Risks Losing Control of the Bond Market | Andy Constan
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Semiconductors, Tariffs, & Chip Restrictions Under Trump | Chris Miller
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Who Is Going to Win the 2024 U.S. Elections? | Henry Olsen
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Turning Point: A New Security Order in the Middle East? | Joshua Landis
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Financial Markets and the AI Revolution | Adam Butler
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Moving From an Income-Driven to a Credit-Driven Cycle | Bob Elliott
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Why the Fed's Rate Decision Marks a Profound Shift in Monetary Policy | James Aitken
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The U.S. Assassination and Terror Threat | Jacob Ware
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How Investors Should Think About UAP Risk | David Dorr
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U.S. Government Investigations Into UFOs & UAP | Luis Elizondo
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What Really Happened on 9/11? | Ray Nowosielski & John Duffy
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New Revelations About Saudi Arabia and the CIA's Actions Ahead of 9/11 | Bob Kerrey
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Is Modern Capitalism Broken? | Patrick Boyle
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The 'Deep State' and the War in Ukraine (Part II) | Jeffrey Sachs
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