In this episode of Being Exponential, we’re unpacking the stories driving innovation, markets, and the next wave of exponential growth. We start with Jamie Dimon’s “credit cockroaches” comment — what he meant, and how companies like First Brands and Tricolor are challenging old narratives in finance and redefining trust in underserved markets. Then we zoom out to the global stage, where China’s restrictions on rare earth metals are shaking up the tech and energy industries. What does it mean ...
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In this episode of Being Exponential, we’re unpacking the stories driving innovation, markets, and the next wave of exponential growth. We start with Jamie Dimon’s “credit cockroaches” comment — what he meant, and how companies like First Brands and Tricolor are challenging old narratives in finance and redefining trust in underserved markets. Then we zoom out to the global stage, where China’s restrictions on rare earth metals are shaking up the tech and energy industries. What does it mean ...
In this episode of Being Exponential, we unpack the week’s biggest moves at the intersection of geopolitics, tech and markets. First, MP Materials seals blockbuster rare-earth deals with the Pentagon and Apple—what does this mean for the next generation of humanoid robots (and your portfolio)? Then, we tackle the surprise spike in June inflation and the latest trade-war saber-rattling—why our AI-driven productivity thesis still points to a second-half market rally. On the tech front, we share...
Being Exponential With Luke Lango
In this episode of Being Exponential, we’re unpacking the stories driving innovation, markets, and the next wave of exponential growth. We start with Jamie Dimon’s “credit cockroaches” comment — what he meant, and how companies like First Brands and Tricolor are challenging old narratives in finance and redefining trust in underserved markets. Then we zoom out to the global stage, where China’s restrictions on rare earth metals are shaking up the tech and energy industries. What does it mean ...