1661. War, Oil and the World Economy
An argument that the current geopolitical tensions in Iran may impact the world economy differently than in 1979, emphasizing changes in oil dependency and market responses.
1662. Oil prices surge, but no panic yet, as Iran war continues
Camila Domonoske discusses the surge in oil prices and falling stocks due to concerns over a potential war in Iran.
1663. One view of Iranian strategy
An argument that Iran's strategy in the ongoing conflict involves escalating attacks on the US and its allies to increase costs and demonstrate resilience against perceived aggression.
1664. How long do electric vehicle batteries actually last?
An argument that electric vehicle batteries are lasting longer than initially expected, alleviating concerns about costly replacements.
1665. Prediction market trader 'Magamyman' made $553,000 on death of Iran's supreme leader
A trader profited significantly from betting on the death of Iran's supreme leader, raising concerns about insider trading in prediction markets.
1666. One of These Is Not Like the Others: Employment
Menzie Chinn discusses employment data adjustments and projections in the context of BLS and ADP reports, highlighting implications for future employment estimates.
1667. Oil prices rise sharply in market trading after attacks in Middle East disrupt supply
The Associated Press discusses how U.S. and Israeli attacks in the Middle East have led to sharp increases in oil prices due to supply disruptions.
1668. Episode 66. The Origins of Inflation Targeting in New Zealand with Don Brash
A discussion on the origins of inflation targeting in New Zealand, market reforms, and the intersection of economics and politics through Don Brash's experiences.
1669. The Economics of Technological Change
Paul Krugman discusses the historical context of technological change, its economic implications, and concerns about AI's impact on jobs, wages, and market structures.
1670. The shape of the multipolar world is a little clearer
Noah Smith discusses the implications of recent U.S. and Israeli actions against Iran, highlighting shifts in global power dynamics and the weakening of Pax Americana.
1671. The Economy: When We Last Entered a Land War on the Asian Mainland
Menzie Chinn analyzes the relationship between employment, economic policy uncertainty, and geopolitical risks, comparing current trends to those during the 2003 Iraq war.
1672. 13 thoughts on Anthropic, OpenAI and the Department of War
The post discusses the implications of government decisions on AI companies, particularly Anthropic and OpenAI, and the intersection of AI with politics and military competitiveness.
1673. Closing out tabs: Saturday edition
The post discusses various topics including AI, economics, relationships, and societal issues, highlighting the unpredictability of AI's impact on markets and personal lives.
1674. Talking with Barry Ritholtz
Paul Krugman discusses market dynamics and technological change with Barry Ritholtz, focusing on the impact of AI on jobs and the economy.
1675. How could the U.S. war in Iran affect the world's oil supply?
The impact of U.S. strikes in Iran on global oil supply and market dynamics is explored, highlighting Iran's significant role in oil production and exports.
1676. A Reswitching Example With Extensive And Intensive Rent And Multiple Agricultural Commodities
An argument that explores reswitching techniques in agriculture, highlighting the differences in extensive and intensive rent across multiple commodities and land types.
1677. Interpreting the Shrinking Term Spread
Menzie Chinn discusses the implications of the shrinking term spreads in Treasury yields and their relationship to inflation and default risk.
1678. Laying Off Workers: Cheap vs. Expensive
Timothy Taylor discusses the economic implications of layoffs, comparing costs in Europe and the U.S., and how these affect innovation and restructuring strategies.
1679. OpenAI says it shares Anthropic's 'red lines' over military AI use
Shannon Bond reports that OpenAI's Sam Altman aligns with Anthropic's limitations on military AI use during their conflict with the Pentagon.
1680. OpenAI announces Pentagon deal after Trump bans Anthropic
Federal agencies will stop using Anthropic's tools within six months due to a presidential ban.