Episodi

  • Here's Why Untangling Global Shipping Will Take Months
    Apr 24 2026

    Hundreds of ships have been trapped in the Persian Gulf by the Iran war, with transit through the Strait of Hormuz reduced to a trickle. Even when the war ends, recovering from the disruption will take some time. Our oil and shipping reporter Weilun Soon joins Stephen Carroll to discuss.

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    8 min
  • Here’s Why Some AI Might Be Too Dangerous To Release
    Apr 17 2026

    A new AI model from Anthropic has sparked cyber security fears from Washington to Wall Street. The company has limited the release of Mythos because of concerns that in the wrong hands, it could provide hackers with new tools. Is this a new phase of AI development? Bloomberg Opinion columnist Parmy Olson joins Stephen Carroll to discuss.

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    9 min
  • Here's Why Retail Investors Are Fleeing Private Credit
    Apr 10 2026

    Investors tried to pull around $13 billion out of private credit funds in the first three months of 2026, forcing many big firms to enforce limits on withdrawals. Private credit firms have spent years courting retail investors, as the industry has grown into a $1.8 trillion market. So what's changed? Our Managing Editor for private companies' coverage Neil Callanan joins Stephen Carroll to discuss.

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    9 min
  • Here's Why Buying Silver Is a Tricky Trade
    Apr 2 2026

    After a blistering rally in 2025, the price of silver has seen major volatility so far in 2026. While investors are questioning the value of buying gold as a haven trade, silver's strengths and weaknesses are more complex. Our reporter Charlie Wells joins Stephen Carroll to discuss.

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    9 min
  • Here's Why the Iran War Resets the Energy Transition
    Mar 27 2026

    The war in the Middle East has roiled oil and gas markets. The unrest and price spikes are another argument for why renewable energy like solar and wind — produced at home and insulated from external tensions — is a more secure bet. But experts warn that the picture is more complicated. Our senior climate reporter and host of the 'Zero' podcast, Akshat Rathi, joins Stephen Carroll to discuss.

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    9 min
  • Here's Why the Iran War Is Prompting a Safe Haven Rethink
    Mar 20 2026

    In times of geopolitical turmoil, investors look for somewhere safe to put their money. US President Donald Trump's trade war helped to fuel a record rally for gold in 2025, but the Iran war is pushing investors to shelter in different places. Joe Weisenthal from Bloomberg's Odd Lots podcast joins Stephen Carroll to discuss.

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    12 min
  • Here's Why the Iran War Could Hinge on Missile Math
    Mar 13 2026

    After an initial shock, the Iran war is now moving into a more sustained campaign by the US, Israel and the Islamic Republic. The pace of strikes has raised questions about the firepower needed to continue the attacks, and maintain defenses across the Middle East. Becca Wasser, Defense Lead at Bloomberg Economics joins Stephen Carroll to discuss.

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    9 min
  • Here’s Why Dubai’s Global Reputation Is Under Threat
    Mar 6 2026

    The United Arab Emirates’ twin hubs of Dubai and Abu Dhabi have transformed themselves into global financial centres built on a bedrock of safety, stability and proximity to deep pools of capital. Bloomberg's Abeer Abu Omar joins Stephen to explain why Iran’s attacks, which saw missiles fired at the emirates, have come as a jarring reminder of their geography.

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