The Blob: Capital, China, Chips, Chicago and Chilliwack

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Recorded24 Sep 2025

Publisherfeed.podbean.com ↗

Handlerec:13897180

Show notes

In this piece, we look at the AI and data center takeover, and the OpenAI-Oracle deal; the US government equity investment in Intel, the origins of TSMC and how many countries support national champions via industrial policy; efforts in China to reduce excess capacity and consequences for equity investors; crime and municipal solvency in Chicago and Illinois; how tight net new equity supply has been supporting US equity markets since 2011; and pictures from Chilliwack, Canada. View video here

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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