This podcast discusses the rise of Celsius Energy Drink and its success in the crowded energy drink market. They explore the impact of Monster's deal with Coke, brand partnerships, and the potential for international growth. The hosts also joke about creating a pumpkin spice flavored energy drink and becoming millionaires.

Nuclear power expert Mark Nelson discusses the current state of the nuclear industry, the financial challenges faced by new plants, and the potential for a nuclear renaissance. The podcast also explores the difficulties of building nuclear plants, the limited expansion of nuclear power compared to offshore wind projects, and the need for diverse technologies in the industry. The speakers delve into the challenges of government financing and different ideological perspectives on nuclear energy.

Gregory Brew, analyst at the Eurasia Group, discusses the impact of the Israel-Hamas conflict on the oil market and potential risks. They also explore the possibility of a Saudi Arabia-Israel deal, challenges in researching Iran, market reactions, and recommended books on the Middle East conflict.

Jim Egan, housing strategist at Morgan Stanley, discusses the impact of rising mortgage rates on the housing market. Topics include declining affordability, the gap between mortgage rates, and the potential effects on demand and supply. The podcast also explores the influence of older generations on the housing market, disparities in affordability, and the need for more inventory.

Exploring the causes of 1970s inflation, the podcast discusses the impact of banking regulation Reg Q on the economy. It highlights how rate hikes hindered the supply side rather than cooling the demand side. The episode also explores the importance of banks in credit provision and their role in the housing market. Overall, it offers insights into the potential risks of inflation and its relevance to the current economic situation.

Two entrepreneurs share their struggles in opening a legal cannabis dispensary in New York City, highlighting the slow rollout compared to unlicensed shops, last minute glitches, legal challenges, and high costs. The podcast also delves into broken promises in social restitution and compensation for the war on drugs, the importance of education and enforcement, pending litigation's impact on business, and the challenges faced by legal operators including high taxes and limited product availability.

Exploring the causes and implications of the recent bond sell-off, including factors like increased growth and inflation expectations, the Bank of Japan's policy changes, and the Federal Reserve's balance sheet policies. The concept of term premium and its impact on the bond market downturn is also discussed. Additionally, the podcast explores sentiment and demand in the bond market, the psychology of active managers, and observations on negativity towards bonds.

Jigar Shah, Head of the Loan Programs Office at the Department of Energy, discusses the clean energy system, nuclear power, and building momentum towards more deployment at the Texas Tribune Festival. They also talk about financing energy projects, government financing and profit versus risk, innovation and flexibility in the Texas energy grid, social requirements for infrastructure development, building clean energy manufacturing facilities, and the challenges and opportunities of nuclear power.

Austan Goolsbee, President of the Federal Reserve Bank, discusses the possibility of a 'golden path' to a soft landing in the uncertain macro environment. Topics include bond market sell-off, achieving economic performance, managing inflation expectations, and the risks involved in both 'no landing' and re-acceleration scenarios.

Tom Barkin, Richmond Fed President, discusses the impact of higher interest rates on the US economy and various sectors such as housing and banking. He highlights the resilience of the economy and how businesses have adjusted their plans in anticipation of a recession. Despite higher rates, house prices remain high due to changing priorities and limited supply. The chapter also delves into inflationary risks and the challenges faced by monetary policy.