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Introducing Money Stuff: The Podcast
The audio companion to Bloomberg Opinion’s beloved Money Stuff column hosted by its author Matt Levine, “whose deadpan style mixes technical elucidat…
1 year, 11 months ago
Lots More on America's Electrical Components Crisis
In 2021 and 2022, the US economy experienced historic shortages of many different goods. All kinds of consumer, construction, and high-tech component…
1 year, 11 months ago
Tractor Supply's CEO on How It Escaped the Post-Pandemic Curse
A bunch of companies saw their share prices boom during the pandemic. Peloton surged because no one could go to gyms. Zoom jumped because no one cou…
1 year, 11 months ago
Why a Former Freight Broker Is Making a Major Bet on Mexico
US imports from Mexico are surging. Former President Trump's tariffs on China, as well as the renegotiated USMCA treaty, have encouraged supply chain…
2 years ago
Steve Eisman on the Three Big Macro Stories of Our Time
Steve Eisman became a famous name in the investing world due to his prescient bet against the US housing market before 2008, which led to his starrin…
2 years ago
Why Savita Subramanian Thinks Stocks Can Keep Going Higher
When Savita Subramanian, head of US equity strategy at Bank of America, raised her outlook for stocks at the end of last year, there was a lot of ske…
2 years ago
Why the CRE Urban Doom Loop May Still Be Coming
When it comes to the collapse in office real estate, there's a lot of focus on who owns the debt, and what kind of pain must eventually be realized b…
2 years ago
Lots More on the Parabolic Surge in Cocoa Prices
The cost of cocoa beans has surged to a record $10,000 per metric ton. That's expected to make chocolate more expensive for millions of confectionary…
2 years ago
The Mega Corporations That Control What Americans Eat
Walk into a grocery store today and there are seemingly endless shelves of product to choose from. But behind all those different options are a handf…
2 years ago
Sal Mercogliano on the Baltimore Bridge Collapse
On March 26th, a massive container ship called the Dali ploughed into Baltimore's Francis Scott Key Bridge, a major overpass just outside the city's …
2 years ago