The Blob: Capital, China, Chips, Chicago and Chilliwack

In this piece, we look at the AI and data center takeover, and the OpenAI-Oracle deal; the US government equity investment in Intel, the origins of TSMC and how many countries support national champions via industrial policy; efforts in China to reduce excess capacity and consequences for equity investors; crime and municipal solvency in Chicago and Illinois; how tight net new equity supply has been supporting US equity markets since 2011; and pictures from Chilliwack, Canada. View video here

You can listen to The Blob: Capital, China, Chips, Chicago and Chilliwack online on Radio and Podcast. Open the player on this page to stream the available audio.

The Blob: Capital, China, Chips, Chicago and Chilliwack is an episode from J.P. Morgan Eye on the Market by Michael Cembalest.

This episode is 27:07 long.

This episode was published on Sep 24, 2025.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from J.P. Morgan Eye on the Market when more episodes are available from the podcast feed.