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Sovereign Wealth Funds: National Interest and Market Access

When a government fund buys a port, a semiconductor firm, or a media company, where does development finance end and geopolitical strategy begin — and how do existing capital-market frameworks apply?

Broadcast28 min7/21/2026
sovereign wealth fundsgeopoliticsforeign investment

Homeschooling After the Pandemic: Scope, Motivations, and Trade-offs

Millions of families have continued homeschooling after pandemic-era school closures ended. What does the data show about who is doing it, why, and what the downstream effects on children and public education systems look like?

Broadcast29 min7/17/2026
homeschoolingeducation policyparental rights

Nuclear Power's Second Act: Climate Solution or Costly Detour?

Western governments are reversing nuclear phase-outs just as renewables costs fall sharply — a collision of timelines that puts the role of nuclear in low-carbon energy transitions back at the center of policy debate.

Broadcast29 min7/14/2026
nuclear energysmall modular reactorsenergy transition

Free Speech Platforms and the Limits of Content Moderation

Online speech governance: the competing roles of states, platforms, markets, and users

Broadcast28 min7/10/2026
content moderationfree speechsocial media

Central Bank Digital Currencies: Financial Infrastructure and State Visibility

Over 130 countries are exploring or piloting CBDCs, with the digital euro advancing through EU legislation and China's e-CNY already in wide circulation — raising unresolved questions about financial inclusion, transaction privacy, and the scope of government access to spending data.

Broadcast29 min7/7/2026
CBDCmonetary policyfinancial privacy

Rewilding and Farming: Land-Use Priorities in the Countryside

Rewilding initiatives are converting agricultural land to restored ecosystems — a shift that puts conservation goals in tension with food production, rural economies, and land ownership.

Broadcast29 min7/3/2026
rewildingagriculturebiodiversity

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Articles

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Sovereign Wealth Funds: National Interest and Market Access

The deepest tension in sovereign wealth fund governance is not whether these vehicles pursue geopolitical goals. They demonstrably do. The tension is that the capital-market frameworks built to screen them rest on a liberal premise that commercial motive and political motive can be cleanly separated—an assumption that sovereign wealth funds, by their legal design, permanently falsify.

7/21/2026·Read article

Homeschooling After the Pandemic: Scope, Motivations, and Trade-offs

The deepest tension in post-pandemic homeschooling is not whether it works for the families who choose it. It is whether the sustained doubling of participation signals a structural legitimacy crisis in public education itself—one that market-choice advocates and equity scholars both diagnose correctly but for incompatible reasons, making any unified policy response nearly impossible. State administrative data compiled by Angela Watson at Johns Hopkins show roughly 6 percent of U.S.

7/17/2026·Read article

Nuclear Power's Second Act: Climate Solution or Costly Detour?

The reversal of nuclear phase-outs across Western governments looks, on the surface, like a pragmatic response to energy security and climate targets. Yet the data point to something more structural. Nuclear output reached a record 2,667 terawatt-hours in 2024, but its share of global electricity has fallen from roughly 17 percent in the mid-1990s to 9-10 percent today because every other source has grown faster.

7/14/2026·Read article

Free Speech Platforms and the Limits of Content Moderation

The real battle over online speech is not between freedom and safety. It is over who controls the architecture that decides which voices can sustain themselves at all, and whether any of those controllers answer to anyone with democratic legitimacy. The Supreme Court's Moody v.

7/10/2026·Read article

Research

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Sovereign Wealth Funds: National Interest and Market Access

Sovereign wealth funds have grown to $15.1 trillion across 109 funds and are now unambiguously dual-purpose instruments — simultaneously portfolio investors and tools of state strategy — with Gulf funds alone accounting for 61% of 2024 investment volume and non-Western funds routinely embedding sovereignty clauses (veto rights, tech-transfer mandates, data residency requirements) directly into deal structures in ways Western regulatory frameworks largely fail to recognize. The central unresolved tension is whether existing governance tools — voluntary Santiago Principles, CFIUS-style screening, competition law — are adequate to manage this duality, or whether the opacity of mandates, the blurring of commercial and strategic motives, and the absence of enforcement mechanisms require more intrusive oversight; empirical evidence cuts both ways, with SWF investments showing short-term stabilizing effects on target firms while long-run performance weakens and distributional consequences for workers and host communities remain almost entirely unmeasured. Readers focused on regulatory design or geopolitical risk should read in full; those seeking settled empirical ground on market stability will find it, but the harder questions — who bears the costs of SWF ownership, and whether current frameworks can distinguish development finance from strategic control — remain genuinely open.

7/21/2026Research

Homeschooling After the Pandemic: Scope, Motivations, and Trade-offs

Homeschooling in the U.S. has durably expanded since the pandemic, with participation roughly doubling from ~2.8% pre-pandemic to somewhere between 3.4% (NCES household surveys) and 6% (state administrative data) of K–12 students — and a second wave of growth in 2023–24 suggests the shift is structural, not crisis-driven. The core tension is not whether homeschooling has grown, but whether its apparent academic and social benefits reflect homeschooling itself or the advantages of the families most able to choose it — and whether that choice, aggregated across millions of families, quietly defunds and destabilizes public schools that disproportionately serve children who cannot leave. A largely invisible third problem cuts across both sides: the gendered labor costs absorbed almost entirely by mothers, the near-total absence of data from the Global South and East Asia, and the fact that for most of the world the "school vs. home" binary simply does not describe how children actually learn.

7/17/2026Research

Nuclear Power's Second Act: Climate Solution or Costly Detour?

Nuclear power generates record electricity output and carries genuine system-level value as firm, low-carbon capacity, but new Western builds cost roughly double comparable renewables on a plant-level basis and take over a decade to complete—making the core dispute less about physics than about whether those costs and delays are inherent to the technology or products of fixable institutional failures, with Korean and Emirati construction suggesting the latter. The most consequential unsettled questions are whether deep decarbonization is materially cheaper with nuclear in the mix (serious modeling finds 10–35% system-cost savings; serious modeling finds renewables-plus-storage can meet Paris targets without it) and whether capital committed to nuclear crowds out faster alternatives during the critical 2030–2040 window. A structural tension the briefing flags but mainstream coverage rarely quantifies: the full fuel cycle imposes documented, disproportionate burdens on Indigenous and low-income communities, 57% of major banks exclude nuclear from green finance despite relying on scenarios that assume it, and no public accounting exists of what equivalent renewable investment in the same jurisdiction and timeline would have delivered instead.

7/14/2026Research