Odd Lots
Odd Lots
Nov 30, 2020
How the Number One U.S. Semiconductor Company Stumbled
Play • 46 min

For years, Intel has been the pre-eminent U.S. semiconductor company. But lately, the company has stumbled. This past summer, shares in the company plunged after it said it was experiencing delays in the production of its next generation chips. And while most tech companies have been on an absolute tear, Intel is still close to its lowest levels since the March bottom. So what went wrong and what do they need to do to right the ship? On this episode, we speak with Stacy Rasgon, a semiconductor analyst at Bernstein Research on Intel and the general state of U.S. high-tech manufacturing.

Macro Musings with David Beckworth
Macro Musings with David Beckworth
Mercatus Center
Caleb Watney on *Cracks in the Great Stagnation* and How to Boost Economic Growth
Caleb Watney is the director of innovation policy at the Progressive Policy Institute (PPI) and he joins Macro Musings to talk about his recent piece, *Cracks in the Great Stagnation* and the reasons why we should all be techno-optimists. Specifically, David and Caleb discuss greater skilled immigration, further government R&D spending, innovative energy solutions, and more as ways to help repair an economy plagued by secular stagnation. Transcript for the episode can be found here: https://www.mercatus.org/bridge/tags/macro-musings Caleb’s Twitter: @calebwatney Caleb’s PPI profile: https://www.progressivepolicy.org/people/caleb-watney/ Related Links: *Cracks in the Great Stagnation* Caleb Watney https://www.agglomerations.tech/cracks-in-the-great-stagnation/ *The Egghead Gap* by Caleb Watney https://www.thenewatlantis.com/publications/the-egghead-gap *Are Ideas Getting Harder to Find?* by Nicholas Bloom, Charles Jones, John Van Reenen, and Michael Webb https://www.aeaweb.org/articles?id=10.1257/aer.20180338 *Is the Rate of Scientific Progress Slowing Down?* by Tyler Cowen and Ben Southwood https://docs.google.com/document/d/1cEBsj18Y4NnVx5Qdu43cKEHMaVBODTTyfHBa8GIRSec/edit *The Productivity J-Curve: How Intangibles Complement General Purpose Technologies* by Erik Brynjolfsson, Daniel Rock, and Chad Syverson https://www.nber.org/system/files/working_papers/w25148/w25148.pdf David’s blog: macromarketmusings.blogspot.com David’s Twitter: @DavidBeckworth
56 min
Conversations with Tyler
Conversations with Tyler
Mercatus Center at George Mason University
Noubar Afeyan on the Permission to Leap
“The world of innovation is very much one of toggling between survival and then thriving,” says Noubar Afeyan. Co-founder of Moderna and CEO of Flagship Pioneering, the biomedical innovator, philanthropist, and entrepreneur credits his successes to his “paranoid optimism” shaped by his experiences as an Armenian-American. Exceptional achievements like the rapid development of the COVID-19 vaccine, he believes, aren’t usually unpredictable but rather the result of systematic processes that include embracing unreasonable propositions and even unreasonable people. He joined Tyler to discuss which aspect of entrepreneurship is hardest to teach, his predictions on the future of gene editing and CRISPR technology, why the pharmaceutical field can’t be winner takes all, why “basic research” is a poor term, the secret to Boston’s culture of innovation, the potential of plant biotech, why Montreal is (still) a special place to him, how his classical pianist mother influenced his musical tastes, his discussion-based approach to ethical dilemmas, how thinking future-backward shapes his approach to business and philanthropy, the blessing and curse of Lebanese optimism, the importance of creating a culture where people can say things that are wrong, what we can all learn by being an American by choice, and more. Follow us on Twitter and IG: @cowenconvos Email: cowenconvos@mercatus.gmu.edu Follow Noubar on Twitter Follow Tyler on Twitter Facebook Newsletter
56 min
Hidden Forces
Hidden Forces
Demetri Kofinas
Future of Financial Media & Digital Assets | Jason Yanowitz & Michael Ippolito
In Episode 174 of Hidden Forces, Demetri Kofinas speaks with Michael Ippolito and Jason Yanowitz, the founders of Blockworks, a financial media brand that delivers breaking news and premium insights about digital assets to millions of investors. In this conversation, Jason and Michael share news about the recent launch of their editorial site, including anecdotes from their experience creating a crypto-focused, financial media company from scratch in an industry that has seen explosive growth in investor interest over the last 12 months. If you are interested in blockchain technology, decentralized finance, cryptocurrencies, or just generally fascinated by the culture in crypto and blockchain, you will love this conversation. Michael and Jason explain how they bootstrapped the company without any outside funding, creating a stable of talented podcast hosts like Ted Seides, Peter McCormack, Preston Pysh, and most famously, Anthony Pompliano, whose podcast they started together and which has since become the most popular podcast in crypto. The second half of the conversation focuses primarily on understanding the content and business models of BlockWorks and how they compare to their competitors. You can access the episode overtime, as well as the transcript to this episode through the Hidden Forces Patreon Page. All subscribers gain access to our overtime feed, which can be easily added to your favorite podcast application. If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following: Subscribe on Apple Podcasts | Spotify | Stitcher | SoundCloud | YouTube | CastBox | RSS Feed Write us a review on Apple Podcasts Subscribe to our mailing list through the Hidden Forces Website Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at https://patreon.com/hiddenforces Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 01/07/2020
50 min
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