Episodios

  • Chokepoints: Detours, Delays, and Dollars
    Aug 22 2025

    A small delivery rerouted around a tense strait becomes a window into the hidden machinery of global trade. In this episode, we follow a quiet detour to unpack how maritime chokepoints—from Suez and Bab el‑Mandeb to Hormuz, Panama, Malacca, and the Lakshadweep–Minicoy corridor—shape routes, schedules, and the prices we all pay. Segment 1 traces the on‑the‑ground decisions behind a simple “route under review” alert. Segment 2 dives into the economics: war‑risk premiums, detours, fuel, capacity, and the new “resilience premium” built into freight and inventory. Segment 3 looks ahead: naval escorts, corridor diplomacy, climate‑strained canals, and what “war‑sustenance” means in a world that’s learning to sail wide around its narrowest places. Clear, calm, and story‑led, this is an inside look at how a few miles of water can move the whole economy.

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    35 m
  • The Genome Cold War
    Aug 8 2025

    In this episode of Thread by Thread, we dive into the electrifying and complex world of biotechnology—where cutting-edge science meets global power struggles. Through the story of a Danish geneticist suddenly cut off from a decade-long collaboration, we explore how biotech has become a new frontline in geopolitics.


    Discover how a booming $546 billion industry is transforming medicine, innovation, and national security all at once. We'll unpack the soaring investments, shifting supply chains, and rising export controls that are reshaping the biotech landscape. Then, zoom out to the geopolitical tensions driving a “biotech cold war” — with the U.S. and China racing to control genetic data, supply chains, and revolutionary therapies.


    What does all this mean for patients waiting for life-saving treatments, startups navigating fractured markets, and the future of global scientific collaboration? Join us as we pull the threads connecting economics, politics, and human stories in the biological century.

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    27 m
  • Disrupted: What AI Means for Workers, Wages, and the World
    Jul 18 2025

    A storm is sweeping across the global job market — and it’s made of code. In this episode of Thread by Thread, we dive into the unsettling rise of artificial intelligence and what it really means for the future of work. From warehouse robots to generative models writing ad copy, the line between human and machine labor is blurring fast.

    I once wrote about the future of work before ChatGPT existed — and now, much of what seemed speculative back then is unfolding in real time. In Segment 1, we trace the economic shockwaves: mass layoffs, vanishing middle-skill jobs, and a world where having a degree may no longer protect your paycheck. Then we scale up in Segment 2 — where AI isn’t just an economic force, but a geopolitical weapon. Who’s winning the AI arms race? Why are some countries pulling ahead while others get left behind?


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    33 m
  • Water, Data, and the Global Crisis We Ignore
    Jul 11 2025

    In this episode, we shift focus from headlines to riverlines—exploring the politics, economics, and science of the world’s most undervalued resource: WATER. I am joined by Robin Singh from TU Dresden, a hydroscience researcher specializing in mathematical flood risk prediction, to unpack how rising water stress, floods, and failing infrastructure are reshaping the world.

    From urban water wars and megadroughts to climate injustice and global inaction, we discuss how a warming planet is rewriting the rules of survival—and how geopolitics, inequality, and misplaced priorities make everything worse.

    This isn't just a climate conversation. It's about data, denial, and decision-making in an era when even water can become a weapon.

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    27 m
  • The Climate Cartel
    Jul 4 2025

    Markets were supposed to save us. Carbon offsets, ESG funds, green subsidies, climate finance — the financialization of climate policy promised to align profits with the planet’s future. But somewhere between good intentions and boardroom strategies, something broke.

    In this episode, we follow the money: how climate action became a trillion-dollar market, who profits from “carbon neutrality,” and why well-meaning policies often miss the mark. From phantom offsets and greenwashed portfolios to carbon border taxes and climate diplomacy, we unpack the tools, the loopholes, and the politics that define the fight for a livable future.

    We’ll also examine the myths that still persist — from climate denial to delay — and spotlight the power struggles behind the world’s most urgent crisis.

    This isn’t just about emissions. It’s about economics, geopolitics, and how the climate crisis is reshaping both.

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    30 m
  • The New Iron Curtain
    Jun 27 2025

    Once hailed as the engine of global prosperity, free trade now finds itself at a crossroads. This episode unpacks how the economic rise of China and India was made possible through global integration—and how today’s wave of deglobalization threatens that very model. In Segment 1, we revisit the 1990s, when both nations stood neck and neck, and explore how trade transformed their destinies. Segment 2 breaks down the key theories of international trade—from comparative advantage to global value chains—and reveals why they matter more than ever. In the final segment, we confront a chilling reality: supply chains are fracturing, nationalism is redrawing economic maps, and a new Iron Curtain is descending on the world economy. What does it mean for the global poor, and who pays the price when borders harden? Tune in for a deep dive into the economics, politics, and human stakes of our unraveling trade order.

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    31 m
  • The Monetization of Misery
    Jun 20 2025

    From pandemics to wars, from floods to economic collapse—every global crisis seems to generate not only suffering, but also windfalls. In this episode, we trace how catastrophes become commerce. We begin with a chilling essay on how disasters shape demand, then unpack the economics of profiteering during COVID, climate crises, and wars. Finally, we look at how governments and corporations manipulate crises geopolitically—from vaccine nationalism to weaponized aid. This is not disaster response. It’s disaster capitalism.


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    23 m
  • Power Plays: Who Really Pays for Electricity?
    Jun 13 2025

    From the flickering tube lights of a North Indian childhood to the complex economics behind power bills, this episode of Thread by Thread pulls at the wires connecting energy, equity, and everyday life. In Segment 1, I share what it meant to grow up in a world where electricity wasn’t guaranteed — and how that shaped my understanding of comfort and control. In Segment 2, we break down the real cost of keeping the lights on: subsidies, tariffs, and why access to energy remains deeply unequal.

    Coming up in Segment 3: the global tug-of-war over energy supply.

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    22 m