Learn Finance 101

Episodet

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  103: The Emerging AI Bubble - Hype, Valuation, and the Risk of 2026 26.07.2026 10min

  In this episode we turn our gaze to the present and near future. This is the story of how artificial intelligence—once a niche field of academic research and sci-fi speculation—has exploded into the dominant narrative driving global markets. Since the launch of ChatGPT in late 2022, AI has become the single largest force in stock-market gains. Nvidia, the company at the epicenter, has seen its market capitalization surge from under $1 trillion in early 2023 to over $5 trillion by late 2025, making it the world's most valuable publicly traded company for a time. The “Magnificent 7” stocks - Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Broadcom - have accounted for a disproportionate share of S&P 500 returns, with AI-related spending projected to reach $2.5 trillion globally in 2026 according to Gartner forecasts.
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  102: The COVID-19 Crash - The Pandemic That Shook Global Markets (February-March 2020) 20.07.2026 11min

  In this episode we turn to the most recent major market shock in our series: the COVID-19 Crash of February and March 2020—a global event unlike any before it, where a non-financial crisis, a deadly virus, brought the world economy to its knees in weeks.This is the story of how an emerging infectious disease, first detected in Wuhan, China, in December 2019, escalated into a pandemic that caused the fastest stock-market crash in history.
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  101: The Global Financial Crisis - The Housing Bubble That Nearly Broke the World (2007–2009) 14.07.2026 12min

  The Global Financial Crisis is a pivotal moment in modern economic history, one that reshaped the global financial system and left lasting scars on societies around the world. To create a more in-depth version, let's delve deeper into the origins, mechanics, key players, timeline of events, policy responses, and long-term consequences. We'll explore not just the facts, but the human stories, the systemic failures, and the lessons that still resonate in 2026.
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  100: The Dot-Com Bubble - When the Internet Became a Mania (1995–2000) 08.07.2026 16min

  In this episode we turn to one of the most iconic, technologically defining, and psychologically revealing bubbles in modern history: the Dot-Com Bubble of 1995 to 2000.This is the story of how the commercialization of the Internet ignited the greatest speculative frenzy the world had seen since the 1920s. A tidal wave of optimism swept over investors as they poured money into anything with a “.com” in its name.
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  099: The Japanese Asset Price Bubble - From Miracle to Lost Decades 02.07.2026 14min

  In this episode we turn to one of the most extraordinary and longest-lasting asset bubbles in modern history: the Japanese Asset Price Bubble of the late 1980s and early 1990s.This is the story of how Japan—once the miracle economy of the postwar world, the nation that seemed poised to overtake the United States as the global economic superpower—became trapped in a deflationary spiral that has lasted more than three decades. In the second half of the 1980s, Japanese stock and real-estate prices soared to levels that defied any reasonable measure of value.
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  098: Black Monday 1987 - The Day the Market Fell Faster Than Ever 26.06.2026 12min

  In this episode, we move closer to our own time—to October 19, 1987, the day known forever as Black Monday.This is the story of the largest single-day percentage drop in stock-market history: the Dow Jones Industrial Average fell 508 points, or 22.6 percent, in a single trading session. No other day in modern financial history - not 1929, not 2008 - saw such a violent one-day collapse. Trillions of dollars in market value vanished in hours. Trading floors descended into chaos; computer screens flashed red; brokers stared in disbelief as orders poured in and prices plunged without pause. The crash sent shock waves around the world- London, Tokyo, Hong Kong, Sydney, Paris, Frankfurt - all saw massive declines in the days that followed. For a few terrifying hours, many feared the entire global financial system might freeze or collapse.
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  097: The Wall Street Crash of 1929 & the Great Depression - The Crash That Changed the World 20.06.2026 17min

  In this episode we arrive at one of the most infamous and consequential financial catastrophes in modern history: the Wall Street Crash of 1929 and the Great Depression that followed in its wake.This is the story of how the Roaring Twenties - an era filled with jazz music drifting from speakeasies, automobiles rolling off assembly lines, radios bringing voices into every living room, skyscrapers rising toward the clouds, and an almost unshakable belief in permanent prosperity - came crashing down in a matter of days. The Dow Jones Industrial Average had climbed nearly sixfold over the course of the decade, driven by margin lending, speculative fervor, and an almost religious faith in a “new era” of unending growth.
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  096: Railway Mania – Britain's Great Infrastructure Bubble (1840s) 14.06.2026 16min

  Today we step into the smoky, clanging, coal-fired world of the 1840s British railway boom — an episode known to history as Railway Mania.This is the story of how a genuinely transformative technology, the steam locomotive, collided with unchecked speculation, easy credit, a national obsession with progress, and a sudden flood of cheap money, creating one of the largest infrastructure bubbles in history.
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  095: The Twin Bubbles of 1720 - South Sea & Mississippi 08.06.2026 16min

  In this episode we step forward less than a century to the twin financial catastrophes of 1720: the Mississippi Bubble in France and the South Sea Bubble in Britain.These two events unfolded almost simultaneously, separated only by the English Channel, yet they are profoundly linked by shared ideas, cross-border news flow, and the same underlying desperation: how to refinance crushing national debts left by decades of ruinous war. Both schemes promised to convert fixed-interest government annuities into corporate stock that would pay high dividends from exotic overseas trade. Both ignited wild speculation that drove share prices to astronomical levels in months. Both collapsed spectacularly in 1720, ruining thousands of investors, exposing corruption at the highest levels, and leaving lasting scars on economic thought, public trust, and financial regulation.
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  094: Tulip Mania – The World's First Bubble? (1636–1637) 02.06.2026 16min

  In this episode we turn our full attention to one single, legendary event that has haunted financial history for nearly four centuries: Tulip Mania, or Tulpenmanie, in the Dutch Republic during the winter of 1636–1637.
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  093: The Present and the Future - Digital Dominance, Crypto, AI, and Beyond 26.05.2026 20min

  The financial exchange landscape of early 2026 looks nothing like the world we left at the end of the 20th century. Total global equity market capitalization sits somewhere between 120 and 130 trillion U.S. dollars according to the most recent World Federation of Exchanges and SIFMA aggregates. The forex market turns over roughly 9.6 trillion dollars per day on average - a number captured in the 2025 BIS Triennial Survey that came out last September and still feels almost surreal when you say it out loud. Cryptocurrency spot and derivatives trading adds hundreds of billions more in daily notional value on regulated and decentralized platforms combined.
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  092: The Reshoring Revolution: Lessons from Frozen Assets 20.05.2026 14min

  In this episode we will focus on a massive push to bring manufacturing back to the U.S., creating jobs, securing supply chains, and rebuilding our industrial base. It's not hype, the Reshoring Initiative's latest data shows trends holding strong into late 2025, with high-tech sectors leading the charge.
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  091: De-Globalization: Defence and Aerospace - Armouring Up for a Divided World 14.05.2026 6min

  In this episode we are going to have honest chat about why defense is one of the purest de-globalization plays, what’s driving the boom, how the big primes and smaller players performed in 2025, the challenges we shouldn’t ignore, and where the opportunities might be heading into 2026 and beyond.
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  090: Meme Stock Mayhem: The Wild History of Retail Trading Revolutions 08.05.2026 16min

  This is going to be a long episode, we're aiming for a comprehensive chat, like sitting around a campfire recounting legends. So grab your coffee, tea, or whatever fuels your curiosity, settle in, and let's rewind the clock. By the end, you'll have a full grasp of how a bunch of internet strangers turned the financial world upside down, and why echoes of that mania still ripple through today's markets.
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  089: Options Madness: The 0DTE Trading Craze Sweeping 2026 02.05.2026 11min

  In this episode we will focus on one trend that's absolutely dominated the trading conversation this year, it's the mania around options, and specifically those zero-days-to-expiration contracts, the 0DTEs.
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  088: The 20th Century - Booms, Busts, Wars, and the Electronic Dawn 26.04.2026 20min

  In this episode, we enter the 20th century - the most violent,inventive, and psychologically revealing period in the history of exchanges. Two world wars shut down trading floors. The greatest economic collapse in modern history forces the invention of regulation. Technology moves from shouted open-outcry pits to blinking computer screens. Globalization accelerates, then stumbles through currency crises and dot-com euphoria. And through it all, the same human impulses we saw in Babylonian clay tablets and Amsterdam coffee houses play out on a planetary scale: hope, fear, greed, panic, and the endless search for stability in chaos.
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  087: De-Globalization: Industrials, Infrastructure, and Investing Strategies 20.04.2026 4min

  In this episode let’s have a big, reflective conversation—recapping the series, diving deep into industrials winners, touching on cybersecurity tie-ins, and most importantly, giving you practical strategies for investing in de-globalization going forward.
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  086: De-Globalization: Energy and Critical Resources - Fuelling Independence 16.04.2026 5min

  In a de-globalized world, no country wants to be at the mercy of someone else for oil, gas, or the minerals that go into batteries and chips. Int his episode we’re going to have a nice long conversation about why energy independence is core to de-globalization, how policies like IRA extensions are driving it, which stocks and commodities won big in 2025, the concentration risks the IEA keeps warning about, and where the green transition fits in all this.
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  085: Pre-20th Century - From Ancient Barter to the Dawn of Modern Markets 10.04.2026 20min

  In this episode we cover everything before the twentieth century - roughly four thousand years of experimentation, from the first scratched forward contracts on Mesopotamian clay all the way to the global telegraph-linked bourses of the late 1890s. No computers. No Bloomberg terminals. No circuit breakers. Just people, pieces of paper (or clay, or parchment), and the eternal tension between trust and temptation.
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  084: De-Globalization: Semiconductors - Chips at the Centre of the Storm 08.04.2026 5min

  Today we will focus on semiconductors. These tiny pieces of silicon are literally the brains of everything—phones, cars, AI data centers, weapons systems—and in 2025, they’ve become a national security obsession.Governments are throwing hundreds of billions at bringing production home, and the stock market has noticed.