The archive

Every chain reaction.

11 episodes, 2 hours 2 minutes of cause and effect. Each one has the video, the chain, a full transcript and every source.

EP 11 ·

There's a War. So Why Did Gold Fall?

Gold is supposed to protect your money in a war. In 2026 it fell, and the families who lost most were in Asia.

  1. War
  2. Oil ▲
  3. Rates ▲
  4. Gold ▼
  5. Your savings

India · South Korea · China · Turkey · Indonesia · Vietnam · Philippines

EP 10 ·

Is AirAsia Running Out of Money?

AirAsia's planes were about 80% full, and it still lost RM9 million (≈ US$2.2 million) a day. Who pays if the cash runs out?

  1. The war
  2. No hedge
  3. Losses
  4. The cash
  5. The state
  6. Passengers

Malaysia · Thailand · Indonesia · Philippines

EP 09 ·

Which Southeast Asian Economy Breaks First?

Oil near $110, a Fed raising rates and money running to the dollar. We stress-tested six Southeast Asian economies against all three.

  1. Hormuz
  2. Oil ~$110
  3. The Fed
  4. Stress test
  5. Who breaks?
  6. You

Indonesia · Malaysia · Philippines · Thailand · Vietnam · Singapore

EP 07 ·

Why Is Everyone Selling Asian Stocks?

Asia's two most important chipmakers reported record quarters, and their stock markets fell apart. Is it 1997 again?

  1. US rates
  2. Chip doubts
  3. Black Thursday
  4. Money leaves
  5. Currencies
  6. Your fund

South Korea · Taiwan · Indonesia · China

EP 06 ·

France Is Burning. Is It the Next Greece?

It started with teenagers asking for a teacher. Then France burned, and the bond market said it now pays more to borrow than Greece.

  1. A school gate
  2. The bill
  3. The deficits
  4. The street
  5. The bonds
  6. Your funds

France · Greece

EP 02 ·

The AI Bubble's Hidden $1.65 Trillion Debt Bomb

On page 78 of Microsoft's annual report: $329 billion of leases that don't count as debt. Across Big Tech, at least $1.65 trillion.

  1. The promises
  2. The footnotes
  3. The side door
  4. The lenders
  5. You

United States

EP 01 ·

How the Iran War Could Pop the AI Bubble

A 21-mile strait in the Middle East and a $27 billion data center in Louisiana look unrelated. They are dominoes.

  1. The chokepoint
  2. Prices
  3. Rates
  4. The AI machine
  5. You

Iran · United States