Podcast Episodes
Back to SearchSpaccine 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 SPAC analysis from last February, and a look at the s…
Published on 4 years, 4 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
Published on 4 years, 5 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 (how long until we know if there’s a permanent wage/p…
Published on 4 years, 5 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 portfolios. Our findings this year: the private equity …
Published on 4 years, 6 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 power reach new heights every year but still represen…
Published on 4 years, 7 months ago
Absolute Value
Episode 11
Biden goes for broke on growth, driving coincident and leading indicators to all-time highs; the Value recovery and where it goes from here; COVID herd immunity, the path to normalcy and rising conce…
Published on 4 years, 8 months ago
Interest rate pretzels and the Zoom shock on real estate
Episode 10
If long-term US interest rates stay below 2%, that’s a great sign for equity investors. But if they don’t… it’s amazing to see the pretzels that people contort into to convince themselves that rising…
Published on 4 years, 9 months ago
Very short stories
Episode 9
Short stories on the global recovery, plummeting COVID infections, Larry Summers & the bond market, SPAC sponsors, renewable energy, the Texas power outage and the battle for the Republican Party.
Published on 4 years, 10 months ago
Hydraulic Spacking
Episode 8
In this month’s note, we look first at the SPAC capital raising boom. Our main focus: returns to date for SPAC sponsors and investors, and the large wealth transfers taking place among SPAC participa…
Published on 4 years, 10 months ago
Fear of Flying
Episode 7
Equity markets are flying. So is COVID. So are corporate reactions to Congressional objectors.
Published on 4 years, 11 months ago