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Are We About to See the Shortest Housing Cycle Ever?
Last year, as the Federal Reserve hiked rates to the highest levels in decades, there were lots of warnings about an imminent collapse in the US hous…
2 years, 10 months ago
How to Build the Ultimate GPU Cloud to Power AI
Artificial Intelligence is all the rage right now and most of the investor excitement has so far been focused on the companies providing the hardware…
2 years, 10 months ago
Josh Wolfe on Where Investors Will Make Money in AI
We're in the midst of an AI mania of sorts. In public markets, investors are placing bets on the companies perceived as being the winners of this new…
2 years, 10 months ago
Understanding the Real Fight Over Water in Arizona
Arizona recently announced new constraints on housing development in the areas around Phoenix. At issue is water rights and scarcity, which have been…
2 years, 10 months ago
An Arizona Farmer on How to Grow Alfalfa in the Middle of the Desert
Due to a combination of drought, climate change and booming growth, Arizona is facing looming water scarcity. But for all the sprawl and population i…
2 years, 10 months ago
Richard Koo on China's Risk of 'Japanification'
Richard Koo literally wrote the book on balance sheet recessions, or the idea that large levels of debt can weigh on future growth for years and even…
2 years, 11 months ago
What It Really Takes to Convert an Office Building Into Apartments
Big cities like New York have two real estate problems. Housing is scarce and office buildings are empty (or at least under-utilized.) So there would…
2 years, 11 months ago
Jared Bernstein on the Next Stage of Bidenomics
President Biden recently made it clear that what we're seeing play out in the economy now is the result of "Bidenomics." The current expansion has de…
2 years, 11 months ago
Bridgewater's Greg Jensen on AI, Inflation and What Markets Are Getting Wrong
Every industry is trying to figure out just how AI or Large Language Models can be used to do business. But Bridgewater Associates, the world's large…
2 years, 11 months ago
Zoltan Pozsar on His Next Big Move and the Coming Monetary Divorce
Zoltan Pozsar has built a reputation for covering the intricacies of money markets. For the past eight years, he published those insights as a strate…
2 years, 11 months ago