V-Dub Exchange
Episode 25. Cross-Atlantic Edition: Yen Spikes, Bonds Losing Safe Haven Status, Intel's Inventory Crisis, OpenAI Monetization, NIL Hits the Courtroom
24 January 2026 37:53 Adam Carroll and James Doherty
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About this episode
This week, we explore the theme of 'Intervention' across markets, tech, and sports. We start with the Yen's dangerous slide toward 160 and the Federal Reserve's quiet 'rate check' that is spooking the massive global carry trade, explaining why gold has reclaimed the safe-haven throne from Bitcoin. Then, we pivot to corporate missteps: Intel’s baffling $11 billion inventory disaster that has analysts fuming, and OpenAI’s controversial shift to an ad-model that sells your 'intent.' Finally, we analyze the death of the 'student-athlete' as Duke sues its own star quarterback to block a transfer, proving that in 2026, contracts are the only loyalty left.
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