From the Forge: Recent Episodes
From the Forge
From the Forge is a podcast about markets, innovation and global affairs. Join hosts Greg and Eliot as they discuss what's going on in the world and how those things affect markets and our daily lives.
On the 36th episode of From the Forge, its all about Private Credit- why is everyone talking about it and how does it work? We also briefly discuss Apple's pullback from the EV space and whether the current stock market AI craze is justified.
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On this edition of From the Forge, we go in depth on the Chinese infrastructure mega-project, the Belt and Road Initiative. We discuss its origins, some of its history and what it may mean both politically and economically, going forward.
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Its our 34th episode, and the first of 2024! On this episode of From the Forge, we discuss the events of 2023 and look ahead to 2024 (including some predictions!). We explore themes like AI, China, Ukraine, Populism, the American social and political fabric, and much more.
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On the 33rd episode of From the Forge we remember the greatness of Warren Buffet's partner, Charlie Munger, and his effect on the discipline of investing. We also explore a pending bill in Congress seeking to limit institutional ownership of single family homes and we recap some of what came out of COP28.
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The 32nd episode of From the Forge brings you up to speed with the drama unfolding at OpenAI (including a discussion on how the company came to be). We also discuss famous short seller, Jim Chanos, shuttering his funds, and the slow burning blame that is commercial office.
It's the Thanksgiving episode!
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Episode 31 of From The Forge is a recap of Elon Musk's acquisition of Twitter one year later. We also touch on topics involving the popular weight loss drug Ozempic, WeWork's bankruptcy and the ongoing proxy battle at Disney.
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The sixth SPARK Session is a conversation about the Biomedical industry with the one and only, Tina Tiongson. We unpack everything from testing and manufacturing new products, to the innovation curve and whether this industry is destined to be dominated by the few. Tina also shares her experiences operating in a male-dominated field, and helping an international biomedical firm make its entry into the American market.
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On the 30th episode of From The Forge, we discuss the impact of Generative AI, the advent of insurance policies for AI in general, and add a brief word about a proposal from the China Securities Regulatory Commission (the Chinese SEC) to create a state-backed stabilization fund to backstop its $9.5 trillion stock market.
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On the 29th episode of From the Forge, we (kind of) take a break from the news to discuss 10 lessons from Warren Buffett's playbook. We also critique Mercedes' new Level 3 autonomous driving system and Form Energy's rust-powered battery.
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On the 28th episode of From the Forge, we explore Citi's blockchain initiative and how that affects the future of Banking, the writers' strike and how Hedge Funds are profiting off the FTC's losing record in court!
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On the 27th episode of From the Forge, we dive into the issue of Internet access! Why doesn't everyone have it? We also discuss the ongoing UAW strike and its implications for the big 3 automakers.
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On the 26th episode of From the Forge, we take you through the ongoing battle between Airbnb and cities around the world! There's also some unsurprising news regarding self-driving cars and their passengers, the Eastern diplomatic block adding some new members, and of course, Russia.
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The fifth SPARK Session is a conversation with our friend Estie Pyper on the current state of the media industry! We discuss how the machine works, the threats posed to it by social media and emerging technologies such as Artificial Intelligence, and the most basic question on everyone's mind: "can we trust our media outlets?"
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On the 25th episode of From the Forge, we discuss Fitch's recent downgrade of U.S. credit, rising bacon prices and Uber FINALLY turning a corner...and a profit!
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The fourth edition of our SPARK series is a conversation on progress. We chat with two PhDs (and friends of the show), Giannis Paraskevakos and Viktor Gamarnik, to examine the current transition to the artificial intelligence age using themes from Christopher Nolan's epic, Oppenheimer.
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On the 24th episode of From The Forge, we discuss the confusing new batch of economic reports, more FTC cases and why your mail is getting more expensive to send. And a few other things.
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On the 23rd episode of From The Forge, we discuss the significance of the Wagner revolt in Russia, Palau's new digital residency program, the pending cage match between Mark Zuckerberg and Elon Musk and a few other things, including our thoughts on a Formula 1 race in New York City.
WSJ Documentary: https://www.wsj.com/video/series/shadow-men/shadow-men-inside-wagner-russias-secret-war-company/29735C37-0B4E-4E70-8E8C-C46FB711370C
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On the 22nd episode of From The Forge, we discuss the newest innovation coming to a restaurant near you, the role of artificial intelligence in hospitals and yet another recession gauge that might surprise you.
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On the 21st episode of From The Forge, we discuss yet another Succession story- this time starring the Soros family. The Federal Reserve's new strategy and the wealth effect on the development of society over time.
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On the 20th episode of From The Forge, we discuss Tesla's agreements with Ford and General Motors, Apple's new Vision Pro headset and whether or not we are in a new bull market.
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On the 19th episode of From The Forge, we discuss the new reality (and math) of inheriting a family home, the mega new jobs numbers and finally agreeing to suspend the debt ceiling!
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In our third SPARK Session, we sit down with J.R. Petnkeu of Lincoln Motor Company, a subsidiary of Ford Motor Company, to debate the industry's transition to electric vehicles and what it takes to make that transition successful. We discuss the economics behind vehicle design, manufacturing and sales, and the evolving dealership model.
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The 18th episode of From The Forge features a discussion on the values of long term investing (including some worrying statistics about America's relationship with building wealth), a recap of the Berkshire Hathaway annual shareholder meeting and Elon Musk is no longer the chief twit!
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On this week's episode of From The Forge, we discuss the Fed's newest 25bps rate hike, Hindenburg Research going after Carl Icahn, Chile nationalizing their Lithium reserves and the SEC is somehow in the news again.
Carl Icahn vs. Bill Ackman: https://www.cnbc.com/2019/12/13/reliving-the-carl-icahn-and-bill-ackman-herbalife-feud-on-cnbc.html
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This week's episode focuses on the Debt Ceiling! We go in depth on the annual debate in Congress and what it means for the domestic and global economies.
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On this week's episode of From The Forge, we discuss a new battery type making waves in the EV space, the French version of "Succession" and what on Earth is going on with Commercial Real Estate?
Bernard Arnault Succession: https://www.wsj.com/articles/bernard-arnault-worlds-richest-children-lvmh-ceo-f7a67a03
On this week's episode of From The Forge, we discuss McDonalds layoffs, the implications of Finland (and Sweden?) joining NATO, and a new warning from teh World Bank about a lost decade ahead.
Falling Long-Term Growth Prospects- Trends, Expectations, and Policies: https://www.worldbank.org/en/news/press-release/2023/03/27/global-economy-s-speed-limit-set-to-fall-to-three-decade-low
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On this week's episode of From The Forge, we discuss the Future of Life Institute's open letter on the development of Artificial Intelligence, China's growing role in international trade, and the indictment of the 45th President of the United States.
Pause Giant AI Experiments (An Open Letter): https://futureoflife.org/open-letter/pause-giant-ai-experiments/
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In our second SPARK Session, we sit down with entrepreneur and industry veteran, Eleni Polychroniadou, to discuss the emerging "Green Building" industry. We explore the industry itself, what it is and what it hopes to achieve, as well as its effects on Real Estate, government regulation/policy and what a city of the future could look like.
For more information on Sintali: https://www.sintali.com/
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The 12th episode of From the Forge is a discussion on the recent events in the Banking industry. We discuss how a bank works, how the recent bank failures could impact the broader banking system and what banking will look like going forward. Have a suggestion for how we could improve?
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The 11th episode of From the Forge dives into return to office trends (including a few bits on Real Estate), why your boss may be tracking your brain sooner rather than later and a look at what President Biden wants to spend money on. Have a suggestion for how we could improve?
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The 10th episode of From the Forge is a discussion on Warren Buffett's comments regarding share buybacks, a brief look at why what came out of Tesla's Investor Day is important, a study on misused Covid funds, and some funny business going on off the coast of Greece.Have a suggestion for how we could improve?
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The 9th episode of From the Forge is a discussion on Psychedelics, a study on the effectiveness of a four day work week, the movements of the victims of the recent tech layoffs and the collapse of venture capital funding. And some other bits. Have a suggestion for how we could improve?
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The 8th episode of From the Forge wraps up a cool year in tech, how the Federal Reserve is trying to keep the Dollar relevant, CVS makes another acquisition and American is changing up its trading partners.
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On the 7th episode of From the Forge, we discuss Netflix's controversial account sharing announcement, falling home prices, a possible recession and how science is working on reviving an extinct bird. Have a suggestion for how we could improve?
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The 6th episode of From the Forge is a discussion on Tesla's price cuts and their effect on the broader market, Chat GPT, the world's new bankers in the Middle East, Patagonia testing new solar windows, and much more!Have a suggestion for how we could improve?
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In our very first SPARK Session, we sit down with friend of the show and industry veteran, Matt Guarini, to discuss the state of the restaurant industry. We explore the effects of COVID, delivery apps, the ongoing labor shortage, and how technology is helping to streamline the in-house dining experience.
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In this, the 5th episode of From the Forge, we discuss the major breakthrough in Nuclear Fusion, the FCC clears the launch of 7,500 more of Elon Musk's Starlink satellites, and the SEC is attempting to level the playing field for the little guys.
HBS article: https://hbr.org/2022/12/why-decentralized-crypto-platforms-are-weathering-the-crashHave a suggestion for how we could improve?
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In this, the 4th episode of From the Forge, we discuss Europe's ongoing energy problems and why the hasty move to Renewable Energy might hurt it in the short term, the launch of America's new B-21 stealth bomber and some cool news coming out of Airbus regarding the future of commercial travel. And a short bit about New Jersey.
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In the 3rd episode of From the Forge, we discuss the repatriation of the American solar industry's global supply chain and what the future may hold for economic activity between the China and the West.
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In the debut episode of From the Forge, we discuss the ongoing saga surrounding Elon Musk's acquisition of Twitter, the Midterm elections in the United States and the effects the Federal Reserve rate hikes are having on the economy.
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In the 2nd episode of From the Forge, we discuss the spectacular implosion of FTX and the rapid fall from grace of its founder, Sam Bankman-Fried.
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