South Korea’s KOSPI index has surged 80% this year, easily outperforming the Nasdaq thanks to an AI memory chip boom and key market reforms. But a recent sell-off has raised questions about whether the historic rally is losing steam or just experiencing a temporary pullback. Peter Kim of KB Financial Group gives an inside look at the themes driving Korean st ... Show More
Mar 2026
SpaceX IPO: Inside Elon Musk's $1.75 Trillion Bet On Rockets, Satellites And AI
SpaceX is eyeing the largest IPO in history. With a $1.75 trillion valuation, investors finally have a shot at owning a piece of Elon Musk's unified space and AI empire. But does the math actually add up, or is the market getting overhyped about another Musk moonshot? On this epi ... Show More
22m 28s
Mar 2026
Rare Earth Race: Why The U.S. Is Paying Billions To Break China’s Mineral Monopoly
For decades, the rare earth industry has been monopolized by China. But that story is changing from a tale of dependence to a race for diversification. Reed Blakemore, director of research at the Atlantic Council’s Global Energy Center, discusses the geopolitics, supply chain bot ... Show More
23m 28s
Aug 2023
The Chinese EV Maker That's Selling More Cars Than Tesla
In the US, Tesla remains far and away the dominant maker of electric vehicles. But on a global scale, the situation is much more competitive. Over the last few years, Chinese EV makers have massively ramped up their export capacity and one in particular — BYD — sells more total v ... Show More
49m 26s
Jan 2024
The Deal Room: BYD surpasses Tesla, so is $TSLA worth the hype?
<p>Last week it was announced that China's BYD had overtaken Tesla to become the world's leading electric vehicle (EV) seller.</p><br><p>In this episode, we take a deep dive into the business model of Tesla and examine why, despite selling fewer vehicles, it is worth some 10 time ... Show More
41m 39s
May 2023
Encore: Tesla vs Detroit | Motor City Fights Back | 3
The battle to dominate the EV market is on. Tesla’s market value is now around $20 billion. At this rate, Tesla could wipe the floor with GM in a decade. Ford, Toyota, Nissan, Honda and Chevrolet are taking notes. No one wants to be bringing up the rear. After near-devastating pr ... Show More
35m 39s
Apr 2022
Tesla vs Detroit | Motor City Fights Back | 3
The battle to dominate the EV market is on. Tesla’s market value is now around $20 billion. At this rate, Tesla could wipe the floor with GM in a decade. Ford, Toyota, Nissan, Honda and Chevrolet are taking notes. No one wants to be bringing up the rear. After near-devastating pr ... Show More
35m 43s