South Korea’s KOSPI stock index has nearly doubled this year alone. The wild bull run has been driven by two companies: Samsung Electronics and SK Hynix. This has prompted big questions about how to spread the benefits of the boom and led to threats of strikes. So how long can the rally last?

Guests and hosts:

• Timothy Moe, chief regional equity strategist for Asia Pacific at Goldman Sachs
• Hyok Jung Kim, associate research fellow at the Korea Institute for International Economic Policy
• Alice Fulwood, co-host of “Money Talks”
• Ethan Wu, co-host of “Money Talks”

Topics covered:

• South Korea
• AI
• Memory chips

Transcripts of our podcasts are available via economist.com/podcasts.

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Donald Trump’s ongoing fight with the Federal Reserve could be over. Kevin Warsh, the president’s pick for the new Fed chair, has now been confirmed and is promising “regime change”. What does that mean for the world’s most important central bank?

Guests and hosts:

• Skanda Amarnath, co-founder and executive director of Employ America
• John H. Cochrane, senior fellow at the Hoover Institution, Stanford University
• Mike Bird, co-host of “Money Talks”
• Alice Fulwood, co-host of “Money Talks”
• Ethan Wu, co-host of “Money Talks”

Topics covered:

• Kevin Warsh
• US Federal Reserve
• Interest rates

Transcripts of our podcasts are available via economist.com/podcasts.

Listen to what matters most, from global politics and business to science and technology—subscribe to Economist Podcasts+.

For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.

The AI boom is running into an unexpected problem: physical bottlenecks. Demand is soaring, but chips, data centres, transformers and power grids cannot be scaled at the same speed as software. As hyperscalers like Amazon and Google pledge hundreds of billions of dollars in spending, companies further up the supply chain are struggling to keep up. So is the real world about to put a brake on artificial intelligence?

Guests and hosts:

• Jigar Shah, co-managing partner at Multiplier
• Shailesh Chitnis, The Economist's global business writer
• Alice Fulwood, co-host of “Money Talks”
• Mike Bird, co-host of “Money Talks”

Topics covered:

• AI boom
• Chip manufacturing
• US data centres

Transcripts of our podcasts are available via economist.com/podcasts.

Listen to what matters most, from global politics and business to science and technology—subscribe to Economist Podcasts+.

For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.