This week, Jill Carlson, Slow Venture principal and Open Money Initiative co-founder, joined to discuss bitcoin's record start to the year and the influx of institutional money into the space. Julia Coronado, Macropolicy Perspectives president and founder, came on to talk about why some Fed officials fanned talk of tapering bond buying and investor flashbacks to the 2013 taper tantrum. Willy Shih, professor of management practice at Harvard Business School, joined to go through the global chip stock rally triggered by Taiwan Semi's $28 billion spending blitz and the executive shakeup at Intel. Sharyn O'Halloran, Columbia professor of political economy and international and public affairs, joined to talk about whether the Trump administration has created a lasting new normal for the U.S.-China relationship.

See omnystudio.com/listener for privacy information.