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Aug 20
The Yen Carry Trade
For nearly thirty years, extremely low interest rates in Japan have made the yen one of the world’s most important funding currencies. Investors have borrowed cheap yen and invested the money in higher-yielding assets around the world. But as the Bank of Japan raises interest rat ... Show More
25m 48s
Aug 10
The Fall and Resurgence of Intel … Maybe
For decades, Intel was one of the most dominant companies in the global technology industry. Its processors powered the majority of personal computers, and its ability to both design and manufacture its own chips gave the company a major competitive advantage. But a series of str ... Show More
22m 45s
Jul 31
RAMageddon
The rapid growth of artificial intelligence is creating enormous demand for advanced memory chips. As chip manufacturers move more of their resources toward High Bandwidth Memory, or HBM, the supply of traditional RAM and flash memory is being squeezed. In this episode, Skip Mont ... Show More
23m 42s
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