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How to Build a Portfolio That Outperforms For a Century
There's a huge question mark at the moment about whether markets are at some sort of important turning point. For instance, we've seen big amounts of…
5 years, 1 month ago
John Hempton on Greensill, Archegos and What It's Like To Short Right Now
It's a weird moment for the markets. The big stock indices are near all time highs. And yet there have been some high profile meltdowns and blowups. …
5 years, 1 month ago
Zach Carter on the Real Story of Weimar Hyperinflation
Whenever the government is engaging in fiscal or monetary expansion, people like to invoke the history of Weimar Germany and how soon we might all go…
5 years, 1 month ago
Slavoj Žižek on GameStop, WallStreetBets, and the Future of Capitalism
When GameStop shares skyrocketed earlier this year, numerous pundits were quick to ascribe political significance to the whole thing. Was it a rebell…
5 years, 1 month ago
Why Treasury Market Spasms That Shouldn't Happen Keep Happening
The U.S. Treasury market is the biggest, most liquid market in the world. Its smooth functioning is also crucial to the economy and the financial sys…
5 years, 2 months ago
Why the True Price of a Bond Can Still Be Hard To Know
In the modern age, we expect to be able to turn on our computers, enter in a ticker, and know the actual price of a financial instrument, such as a s…
5 years, 2 months ago
The Ex-Jane Street Trader Who's Building a Multi-Billion Crypto Empire
The crypto market has come a long way in recent years. But it's still far less efficient than your typical established market. To understand more abo…
5 years, 2 months ago
How Gigantic Ships Are Creating Global Supply Chain Havoc
The Ever Given has been freed from the Suez Canal. But the whole situation was indicative of a broader issue in global supply chains: increasingly la…
5 years, 2 months ago
Virtu CEO Doug Cifu Explains Payment for Order Flow and the Future of HFT
When the GameStop and Robinhood story exploded at the end of January, suddenly everyone took an interest in market structure and things like payment …
5 years, 2 months ago
Josh Younger on the Soaring Cost of Climate Change and Understanding the SLR
What is the connection between the big trend in interest rates over the last several years and the cost of climate change mitigation? This is a quest…
5 years, 2 months ago