Podcast Episodes
Back to SearchRisk unwind, supply chains and the Ukraine
Episode 21
Topics: Tracking the market risk unwind; Supply chain update; Ukraine; Invasion of the COVID Body Snatchers
4 years, 3 months ago
Middle Ages
Episode 20
On equity markets, the Lombards, SPAC investors, Bone-setters, George Washington, COVID bots and Omicron.
4 years, 5 months ago
The Thing
Episode 19
Some things just cannot be talked about. So in this year’s Thanksgiving piece, I wrote about something else.
4 years, 6 months ago
Help Wanted
Episode 18
“Help Wanted”. We expect semiconductor, vehicle and other goods bottlenecks to resolve themselves in the months ahead, and interpret declining busine…
4 years, 7 months ago
Dude, Where’s My Stuff
Episode 17
The global supply chain mess will require increased global vaccination and acquired immunity, semiconductor capacity expansion and the end of extraor…
4 years, 7 months ago
Spaccine hesitancy
Episode 16
Topics: if people avoided SPACs instead of avoiding COVID vaccines, the US would be both wealthier and closer to herd immunity. An update on our SPA…
4 years, 9 months ago
Red Med Redemption
Episode 15
Politics, vaccination resistance and the Delta variant; US economic recovery update; big tech reliance on acquisitions to fuel growth
4 years, 10 months ago
Thy Brother’s Keeper
Episode 14
COVID and the Delta variant; the Fed as firefighter and arsonist; US-China economic divorce picks up steam; and the pig-snake inflation timetable (ho…
4 years, 10 months ago
Food Fight: 2021 Private Equity Update
Episode 13
Every two years, we take a close look at the performance of the private equity industry given its rising share of institutional and individual portfo…
4 years, 10 months ago
Future Shock
Episode 12
Absent decarbonization shock treatment, humans will be wedded to petroleum and other fossil fuels for longer than they would like. Wind and solar pow…
5 years ago