Podcast Episodes
Back to Search
Big Take Asia: The US Pledged to Contain China’s Tech Ambitions. It’s Not Working.
China is making steady progress in its quest to dominate key industries of the future, despite years of US tariffs, export controls and sanctions.
C…
1 year, 5 months ago
Years of Restrictions Didn't Slow China's Quest for Tech Dominance
In 2015, China identified several key industries of the future for which it aimed to compete at the technological frontier. The 'Made in China 2025' …
1 year, 5 months ago
Why Home Insurance in Florida Is a Mess
Florida has been struck by two big hurricanes this year, setting off a wave of damage and, of course, new insurance claims. As we all know by now, in…
1 year, 5 months ago
Listen Now: The Deal with Alex Rodriguez and Jason Kelly
When sports, business and culture collide, there’s often a deal to be made. Join Alex Rodriguez and Bloomberg correspondent Jason Kelly as they get t…
1 year, 5 months ago
Lots More on the Ongoing Mess That Is Boeing
Shares of Boeing, America's biggest aerospace manufacturer, have plummeted 40% so far this year. The company is facing a string of challenges, includ…
1 year, 5 months ago
How Banks and Private Credit Became the Best of Frenemies
By now, everyone knows that private credit is a hot market. What's less known is that banks want in on it too. It's an odd state of affairs given tha…
1 year, 5 months ago
Why Mortgage Rates Went Up After the Fed's Big Cut
On September 18, the Federal Reserve kicked off the cutting cycle by reducing overnight rates by 50 basis points. Since then, mortgage rates have gon…
1 year, 5 months ago
Meb Faber on the Big Bear Market in Diversification and Tactical Allocation
For decades, investors have been told that diversifying is a good thing. You should hold a basket of stocks across different sectors and geographies,…
1 year, 5 months ago
Richard Koo and Zichen Wang on What Just Happened in China
In September, Chinese policymakers shocked the markets by unveiling a set of stimulus measures designed to boost the economy and bolster the real est…
1 year, 5 months ago
Apollo Explains How Big Tech Is Disrupting Credit Markets
Big tech stocks have had an enormous impact on the stock market, with Magnificent 7 companies like Apple, Microsoft and Nvidia now dominating equity …
1 year, 5 months ago