Podcast Episodes
Back to Search
How the Hottest Hedge Funds on Wall Street Really Manage Risk
Multi-strategy hedge funds, also known as "pod shops," have become the hottest ticket on Wall Street. The business model is supposed to allow hedge f…
1 year, 8 months ago
The US and China Are in an All Out Race For AI Domination
There are several sources of tension right now between the US and China. Pure trade anxiety is a big one, with the US having imposed tariffs on Chine…
1 year, 8 months ago
Lots More on JD Vance and the Future of the US Dollar
When people talk about the special role that the US dollar plays in the global economy, that's often characterized as a privilege for the United Stat…
1 year, 8 months ago
A Guggenheim Executive's Radical Plan to Build Millions of New Homes
According to numerous estimates, the US is massively short of housing. Zillow, for instance, says America needs to build 4.5 million new homes to cli…
1 year, 8 months ago
Stephen Roach Warns of Disaster From Our 'Sinophobic' China Policy
One of the rare areas of bipartisan consensus in the US right now is taking a tough line on China. We saw President Trump put tariffs on Chinese good…
1 year, 8 months ago
James van Geelen on Thematic Investing Right Now
James van Geelen, founder of Citrini Research, scored big when he made his weight loss drug-related investments last year. He was also early into art…
1 year, 8 months ago
Joseph Stiglitz on How to Build Shock-Proof Supply Chains
Joseph Stiglitz is a Nobel Prize-winning economist known for his groundbreaking work on information gaps and risk-taking in markets. But he's recentl…
1 year, 8 months ago
MMT's Godfather Says the US Government Is Spending Like a Drunken Sailor
Modern Monetary Theory has gained prominence over the last several years by offering an alternative view on the constraints to fiscal policy. The bas…
1 year, 9 months ago
Lots More With Stinson Dean on Crashing Lumber Prices
Lumber prices have tumbled dramatically in recent weeks, with benchmark futures falling about 20% in the past four months alone. What's more, this is…
1 year, 9 months ago
How Brazil Gave Birth to One of the World's Greatest Jet Makers
There aren't many advanced manufacturing success stories in Latin America. And globally, there aren't many companies that can build commercial planes…
1 year, 9 months ago