Jan 25, 2026 | Blog, Pod
As part of my training today, I was accompanied by the wonderful voice of Michael Barbaro from The New York Times, on the rapid development of artificial intelligence and its growing impact on Hollywood.
AI has quietly crossed a threshold in the creative industries. As The Daily illustrates, artificial intelligence can now generate complete content packages—ideas, scripts, voices, even performers—at a speed and cost that fundamentally changes how creative decisions are made. This is not about replacing art; it’s about compressing the development phase that once relied on human judgment and time.
The real shift is structural. AI moves upstream, filtering and optimizing ideas before humans ever engage. That means power migrates away from individual creators toward those who control data, distribution, and capital. Creativity becomes less about inspiration and more about selection, validation, and scale.
From a business perspective, this is the moment to pay attention. AI does not need to produce great content to be transformative. It only needs to be good enough to reshape workflows, reduce risk, and redefine who decides what gets made.
https://podcasts.apple.com/se/podcast/the-daily/id1200361736?l=en-GB&i=1000745611224
Jan 24, 2026 | Blog
Some days ago, while attending a training session, I listened to The Briefing from Studio One at Midori House in London.
It mirrored the same reflections I have been making and further confirmed my views on China and global business dynamics.
Following the U.S. trade war, China reduced its reliance on the U.S. market by accelerating global diversification. The strategic focus shifted toward regions with fewer political and regulatory barriers, prioritising long-term market presence and resilience over short-term margins.
At the same time, China intensified its push into high-technology industries to reduce dependence on foreign technology and strengthen economic security. Moving up the value chain has become central to sustaining growth and mitigating external trade pressure.
https://podcasts.apple.com/se/podcast/the-briefing/id474763180?l=en-GB&i=1000743814788
Jan 24, 2026 | Blog
Entered my second training session today with another strong podcast from The Spectator. The discussion reinforced a familiar but evolving truth: geopolitics is once again setting the framework for business—as it always has—but now in ways that are faster, more structural, and less predictable than before.
According to The Spectator: miscommunication.
Greenland became a punchline, but The Spectator argues the joke missed the point. Trump’s interest was not complete madness—it was poorly communicated strategy. The concern was real; the delivery made it appear no friendly, unserious and unfairly.
According to The Spectator: the Arctic is opening up.
The Spectator frames climate change as a geopolitical accelerant. Melting ice is transforming the Arctic from a frozen margin into a strategic corridor, making Greenland central to future power through shipping routes, critical minerals, and military reach.
According to The Spectator: China and Russia are already there.
While the West hesitates, The Spectator notes that China is advancing through investment and Russia through force. Influence is being built quietly and practically. The warning is clear: delay means arriving late to a contest already underway.
https://podcasts.apple.com/se/podcast/best-of-the-spectator/id793236670?l=en-GB&i=1000746289130
Jan 24, 2026 | Blog
Hit the gym early this morning, listening to a podcast on stablecoins.
Stablecoins are gaining importance by combining the stability of traditional currencies with the efficiency of blockchain technology. Pegged 1-to-1 to fiat currencies—most notably the US dollar—they are easier to use for payments than more volatile cryptocurrencies.
A key development is regulatory clarity in the United States, where stablecoin-friendly legislation enables dollar-backed stablecoins to scale under defined legal frameworks. This strengthens the dollar’s role in digital finance and supports broader adoption.
In Europe, the picture is different. While regulatory work is ongoing, the region has not yet matched the US in providing equally clear, scalable frameworks for widely used stablecoins.
https://podcasts.apple.com/se/podcast/makropodd/id1274471318?l=en-GB&i=1000745088945
Jan 23, 2026 | Blog
I step outside into –1°C, grab the kettlebell by training, and press play on Bloomberg. Musk in my ears talking about scale and speed.
At Davos, Elon Musk framed solar energy as the inevitable backbone of the future global energy system. Solar, combined with storage, can be deployed faster than any other power source and has the physical capacity to meet rising demand from electrification and AI-driven growth.
He explained China’s dominance as a result of scale and execution rather than ideology. China invested early in manufacturing, built integrated supply chains, and deployed solar at massive speed, pushing costs down and creating a self-reinforcing advantage that others now struggle to catch up with.
Musk was critical of the U.S. and Europe, arguing that tariffs, fragmented regulation, and slow permitting are self-inflicted obstacles. These policies raise costs and delay rollout, weakening energy security and competitiveness at a time when electricity demand is accelerating.
His conclusion was pragmatic: if Europe and the U.S. want to close the gap, they must scale domestic manufacturing, simplify rules, and build solar at continental scale. The energy transition, he suggested, will be decided less by ambition and more by speed, scale, and execution.
https://podcasts.apple.com/se/podcast/bloomberg-tech/id1611767434?l=en-GB&i=1000746248886
Jan 18, 2026 | Blog
At today’s outdoor gym session, my reflection from the pod was this:
on Bloomberg Intelligence, the conversation around Apple’s reliance on Google, Lululemon’s hoped-for rebound, and broader market volatility revealed a common tension—Apple and Lululemon are both defending strong positions, but when innovation is delayed or delegated, leadership shifts from shaping the future to managing risk in the present.
https://podcasts.apple.com/se/podcast/bloomberg-intelligence/id326301337?l=en-GB&i=1000745478511