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Apr 8
5m 17s

084: De-Globalization: Semiconductors - ...

LearnFinance101
About this episode

Today we will focus on semiconductors. These tiny pieces of silicon are literally the brains of everything—phones, cars, AI data centers, weapons systems—and in 2025, they’ve become a national security obsession.

Governments are throwing hundreds of billions at bringing production home, and the stock market has noticed.

Up next
Apr 20
087: De-Globalization: Industrials, Infrastructure, and Investing Strategies
In this episode let’s have a big, reflective conversation—recapping the series, diving deep into industrials winners, touching on cybersecurity tie-ins, and most importantly, giving you practical strategies for investing in de-globalization going forward. 
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Apr 16
086: De-Globalization: Energy and Critical Resources - Fuelling Independence
In a de-globalized world, no country wants to be at the mercy of someone else for oil, gas, or the minerals that go into batteries and chips. Int his episode we’re going to have a nice long conversation about why energy independence is core to de-globalization, how policies like ... Show More
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Apr 10
085: Pre-20th Century - From Ancient Barter to the Dawn of Modern Markets
In this episode we cover everything before the twentieth century - roughly four thousand years of experimentation, from the first scratched forward contracts on Mesopotamian clay all the way to the global telegraph-linked bourses of the late 1890s. No computers. No Bloomberg term ... Show More
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