Podcast Episodes
Back to Search
Luke Kawa on the Macro Situation Right Now
Over the last several weeks, we've seen major developments in the macro situation. The vaccine rollout has accelerated. We've gotten a stimulus. The …
5 years ago
Stephanie Kelton on How MMT Won the Fiscal Policy Debate
In a sense, Modern Monetary Theory has won. This is not because policy measures are necessarily in line with what MMT adherents would prescribe. Rath…
5 years ago
Did We Just Experience a Break in the Neoliberal Consensus?
For decades, the dominant economic philosophy of the United States has been that fiscal policy should be relatively inert, and that the Fed should be…
5 years ago
Introducing: Doubt
A few decades ago, nobody really questioned vaccines. They were viewed as a standard part of staying healthy and safe. Today, the number of people qu…
5 years ago
Michael Pettis on Persistent Imbalances in Post-Pandemic China
By some measures, the Chinese economy did better in 2020 than just about anywhere else. For one thing, it actually grew last year. Also because of th…
5 years ago
Why Music Back Catalogs Have Become a Red-Hot Asset Class
Bob Dylan did it last year. Shakira did it in January. More and more famous musicians are selling off the rights to their back catalogs to investors.…
5 years, 1 month ago
Coming Soon: The Pay Check Season 3
More than 150 years after the end of slavery in the U.S., the net worth of a typical white family is nearly six times greater than that of the averag…
5 years, 1 month ago
Zoltan Pozsar on What Just Happened with the Treasury Market
The Treasury market just experienced what some might call a tantrum. Across the yield curve, we saw rates shoot up. And it's not even clear why it ha…
5 years, 1 month ago
Howard Lindzon Tells Us Why He Launched His Own SPAC
SPACs, sometimes referred to as blank check companies, are incredibly hot. After being a sort of sleepy and sometimes sketchy backwater of the financ…
5 years, 1 month ago
How Chinese Buying Is Causing a Boom in Agricultural Commodities
There are lots of hot areas in the market, which everybody knows. Stocks are obviously hot, as are industrial commodities like copper. Agricultural c…
5 years, 1 month ago