Bloomberg News reporter Katie Greifeld joins Matt Levine to discuss Wall Street and finance, with a mix of technical elucidation and wit. They introduce the transition of the Money Stuff newsletter to a podcast, promising informative and engaging content on various financial topics.

The podcast discusses the ongoing shortage of electrical components in the US, particularly transformers and switchgears. Real estate developer Chris Hatch shares how this shortage is impacting construction projects. The episode explores the supply chain challenges and rising prices of electrical components, highlighting the struggles faced by electricians in the industry.

Discover how Tractor Supply Co. defied the post-pandemic curse with a 270% increase in stock price. CEO shares insights on catering to Millennials embracing rural lifestyles, strategic expansion into pet retailing, and building distribution centers for efficiency and growth.

Former freight broker and Mexico trade expert Matt Silver discusses the surge in US imports from Mexico due to supply chain shifts. Topics include nearshoring trends, challenges in cross-border freight transportation, and the impact of USMCA and Covid on trade dynamics.

Steve Eisman, known for predicting the US housing market crash, discusses macro stories of AI, infrastructure, and crypto. Rejecting crypto, he favors AI and infrastructure as lasting trends. Talks about companies benefiting from nearshoring and datacenters. Also, shares his love for comic books and critiques Marvel post-Disney.

Head of US equity strategy at Bank of America, Savita Subramanian, discusses the potential for stocks to continue rising, despite skepticism. She explains her raised year-end target for the S&P 500, market valuations, and why she is not worried about a bubble. The podcast explores market trends, investor sentiment, interest rate impacts, AI revolution, and risks like tight labor markets and government debt.

Exploring the risks of office real estate collapse in big cities like New York and San Francisco, discussing the potential doom loop of population loss, lower taxes, and decline in public services. Arpit Gupta from NYU provides updates on the situation and why some pain may still be possible in the future.

Javier Blas from Bloomberg Opinion discusses the record surge in cocoa prices, driven by underinvestment in cocoa supply and financial market pressure. Topics include the impact on chocolate prices, challenges in cocoa production, profit disparity in the supply chain, and the role of market participants like commodity traders and chocolate companies.

Antitrust lawyer and agricultural expert Austin Frerick discusses the dominance of mega corporations like Walmart and Cargill in the food industry. They explore the impact of concentration, choices in agricultural systems, and potential solutions for change. Topics include berry monopolies, Cargill's strategic growth, dairy farming complexities, meat industry manipulations, sustainable farming practices, and the dynamics of the American food supply chain.

Sal Mercogliano, an expert in maritime disasters, discusses the impact of the Baltimore Bridge Collapse caused by a container ship collision. Topics include the challenges of safeguarding bridges, disruptions to port and shipping operations, and legal considerations for ship crews and owners. The episode sheds light on the coordination needed during such incidents and emphasizes the importance of salvage operations and infrastructure rebuilding.