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25.05.2026 12:16
Why the AI boom is reshuffling the global stock market hierarchy Taiwan and South Korea are climbing the global stock market rankings as investors pile into the companies powering the AI infrastructure boom. Taiwan’s rise has been driven largely by TSMC, the world’s leading advanced chip foundry, while South Korea’s rally has been lifted by Samsung Electronics and SK Hynix, two major suppliers of memory chips used in AI systems. But as the AI trade creates new market winners, it is also creating a familiar risk: too much dependence on too few companies.

25.05.2026 13:00
Odd Lots: How to Run One of London’s Most Popular Pubs (Podcast) As our listeners know, restaurants are great microcosms for macro-economic trends. They sit at the intersection of everything from consumer confidence to commodity costs to the labor market. So on our recent visit to London, we wanted to learn about the business of pubs. According to the British Beer and Pub Association, approximately two pubs a day have closed in England during the first quarter of 2026. Could pubs tell us something about larger trends in the British economy? And when it comes

25.05.2026 13:09
China Cracks Down on Illegal Cross-Border Trading China has launched an unprecedented campaign against illegal cross-border trading to stem capital outflows, threatening severe penalties against popular brokers and ordering non-compliant accounts to be liquidated within two years. (Source: Bloomberg)


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