Appears On
Episode Appearances
The Compound and Friends · Jul 10, 2026
The Real Ticking Time Bomb with Michael Cembalest
“Analyzed Chinese treasury purchases through Belgian Euroclear accounts, revealing true buying patterns”
US Dollar Reserve Currency Status and StabilityChinese AI Model Competition and Geopolitical StrategyHyperscaler Capital Expenditure Efficiency and ROI
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Marketplace · Feb 19, 2026
The price is never right anymore
“Council on Foreign Relations analyst; discussed AI boom's impact on computer and server imports.”
U.S. Trade Deficit and Tariff PolicyConsumer Price Perception and Inflation PsychologyDynamic Pricing and E-commerce Impact
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