Episodios

  • Protein Everything...But Why?

    Protein Everything...But Why?
    Apr 5 2026
    Protein cereal, protein chips, protein ice cream — what’s actually going on? We unpack the sudden explosion of high protein products, the psychology behind why consumers are buying them, and whether this is a genuine health shift or one of the smartest marketing trends in recent years.
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    16 m
  • Is Private Credit the Next Financial Risk?

    Is Private Credit the Next Financial Risk?
    Mar 29 2026
    Private credit has grown into a $2 trillion market as non-bank lenders step in where traditional banks pulled back. But recent headlines including fund withdrawal limits, valuation questions, and high-profile lending problems - have sparked debate about the stability of the industry. In this episode we break down what private credit actually is, why it grew so quickly, and whether the recent stress signals bigger risks ahead.
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    19 m
  • You Will Own Nothing! (You'll Only Subscribe)

    You Will Own Nothing! (You'll Only Subscribe)
    Mar 22 2026
    Subscriptions are everywhere — from streaming and software to gyms and even car features. In this episode we break down why companies are shifting to recurring revenue models, how it impacts consumers, and whether the subscription economy is creating real value or quietly increasing the cost of everything over time.
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    22 m
  • Guest Interview: Tech, AI, and Prediction Markets

    Guest Interview: Tech, AI, and Prediction Markets
    Mar 15 2026
    What does it actually look like to build a startup today? In this episode we speak with a founder building a new product and discuss the realities of launching a company in the age of AI. We also dive into prediction markets, the AI race between US-China, and how this could reshape the global economy moving forward.
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    38 m
  • Iran, Oil, and the Global Domino Effect

    Iran, Oil, and the Global Domino Effect
    Mar 8 2026
    The latest escalation involving Iran, Israel and the United States is more than just a geopolitical story — it’s an energy story. In this episode we break down Iran’s history, the roots of today’s tensions, and why the Strait of Hormuz carries roughly 20% of global oil supply. We explore the ripple effects across global energy markets, India’s pivot toward Russian oil, China’s strategic position, and what higher oil prices could mean for inflation, central banks and investors.
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    28 m
  • US-Iran Conflict: Aviation Chaos

    US-Iran Conflict: Aviation Chaos
    Mar 1 2026
    The US-Iran conflict has triggered widespread airspace restrictions across one of the most critical regions in global aviation, forcing airlines to cancel flights, reroute aircraft, and absorb significant operational and financial costs. Because major hubs like Dubai and Doha serve as central connectors between Europe, Asia, and Africa, even short-term disruptions can ripple across the entire global network, increasing fuel consumption, reducing aircraft utilisation, disrupting crew scheduling, and weakening airline profitability. In this episode, we break down the economics of aviation disruption, explaining how conflict impacts airline cost structures, operational decision-making, and the stability of one of the most interconnected industries in the world.
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    16 m
  • The Musk Machine

    The Musk Machine
    Feb 22 2026
    In this episode, we break down the numbers behind the narrative: SpaceX’s profitability, Tesla’s valuation premium, the mechanics of Musk’s trillion-dollar compensation package, the reported SpaceX IPO, merger speculation, and even the idea of launching data centers into space. Is Musk a generational builder reshaping industries — or a master of capital structure and valuation engineering? We unpack the incentives, the risks, and the optionality markets are really pricing.
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    30 m
  • The World is Healing (Quietly)

    The World is Healing (Quietly)
    Feb 15 2026
    The news is built to show us what’s breaking — not what’s improving. In this episode, we step back from markets and crises to look at areas where real progress is happening. This isn’t an argument that the world is perfect. It’s a reminder that change is often slow, uneven, and easy to miss while it’s happening. Sometimes the most important trends don’t make headlines.
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    32 m