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Nick Denton's Big Bet Against the United States
Legendary media mogul Nick Denton, the founder of Gawker, is done with the US. He’s leaving New York City for good, and moving with his family to the Buda Hills near Budapest. And when it comes to hi…
Published on 8 months, 2 weeks ago
The Last Time Investors Really Got Excited For Tech Infrastructure
One of the biggest questions hanging over the market right now is whether or not the seemingly unlimited appetite for more AI data center spending is slowing down or not. This type of tech infrastruc…
Published on 8 months, 3 weeks ago
Why Brad Jacobs Is Spending $11 Billion on a Roofing Supply Business
Brad Jacobs has made a fortune in his career buying and building big logistics companies, like United Rentals, Waste Management, XPO (trucking company), GXO (warehouses), and RXO (freight brokerage).…
Published on 8 months, 3 weeks ago
Jim Millstein on the Massive Risks of Any 'Mar-a-Lago Accord'
President Trump wants higher tariffs, and he also wants more industrial production in the United States. This we know. In the meantime, a coterie of economists and pundits have tried to assemble a la…
Published on 8 months, 3 weeks ago
Lots More With Charlie McElligott on the Sharp, Strange Selloff
Last week, the US market sold off sharply. The S&P 500 fell as much as 3.6% on Monday alone, entering technical correction territory. Momentum trades were hit particularly hard and stocks that had be…
Published on 8 months, 4 weeks ago
The Great Jones Act Debate
We finally did it. We finally did an episode on the Jones Act. For years on the podcast, we've been referencing this controversial law from 1920, which places restrictions on domestic port-to-port tr…
Published on 8 months, 4 weeks ago
FTC Chief Andrew Ferguson on the Trump Vision for Antitrust
When Donald Trump won in November, one of the things that Wall Street was excited about was an expected liberalization of merger rules. There was a popular view that under Chair Lina Khan, the Biden …
Published on 9 months ago
The Original Prediction Market Was Betting on the Pope
Prediction markets are everywhere nowadays. You can go online and bet on political outcomes, or the weather, or how long Taylor Swift will stay together with Travis Kelce. But prediction markets have…
Published on 9 months ago
Is There an Extremely Simple Fix for Affordable Housing?
Housing affordability remains one of the single greatest sources of economic stress. Even if inflation measures were to come down, the simple cost of shelter is a huge burden on a wide swathe of the …
Published on 9 months ago
Cathie Wood on What Comes Next in AI and Big Tech
Markets have been selling off, with shares of tech companies like Nvidia down almost 20% so far this year. But even before the recent selloff, DeepSeek rattled the AI market and sparked questions ove…
Published on 9 months, 1 week ago