The number of the week is $1.4 billion — that's how much extra US residential households are paying on their electricity bills per year as a direct result of data-center demand. Against this backdrop, preparing energy infrastructure for AI and addressing community concerns is as urgent as building the AI infrastructure itself.
Find out more about the energ ... Show More
Jun 26
Ten years after Brexit: Resilience without revival
The UK is now looking for its seventh prime minister in 10 years after Keir Starmer’s resignation earlier this week. Interestingly, this week also marks 10 years since the Brexit vote, which roiled markets and divided forecasters. In this episode, Aria and Bob look at which proje ... Show More
5m 21s
Jun 12
How AI is rewiring global trade
AI-related trade has already grown from USD1trn in 2014 to USD3.8trn as of 2025, equivalent to 15% of all global trade. In this episode, we look at how AI is reshaping global trade, concentrating global power, supply chains and dependencies. This content was generated by AI with ... Show More
5m 19s
Aug 2023
Divergent Economic Outcomes: Japan, China, Europe and the US
A lively and informative discussion between Ayesha and Mayhem about the economic picture in Japan, Europe, and the US, as well as what we’re looking out for as we navigate the rest of 2023. Get full access to MacroVisor at macrovisor.substack.com/subscribe
37m 52s