Charlie Parker and Eleanor Williams examine US vulnerabilities in global supply chains, in particular their dependence on Chinese rare earth and drug components. The hosts discuss the short-term risks and policy responses underway to reduce that exposure and where this may lead.

Charlie Parker and Fahad Hassan examine how massive AI-driven investment has shaped 2025’s markets, concentrating gains in a handful of tech leaders and raising valuation and concentration questions.

Charlie Parker and Fahad Hassan examine how massive AI-driven investment has shaped 2025’s markets, concentrating gains in a handful of tech leaders and raising valuation and concentration questions.