Podcast Episodes
Back to SearchThe case of rising rates
Episode 20
The great detective stands in front of the drawing-room fire, twirling the ends of his moustache as he ponders the Case of the Rising Rates. He knows…
8 years ago
Balance at takeoff, landing
Episode 19
I have flown enough over the years to have experienced most normal things that happen on planes. From time to time, I’ve been on smaller, regional je…
8 years, 1 month ago
The asset arcade
Episode 18
It is some years now since I have been a regular patron of our local arcade, but I have always been fascinated by the financial transactions by which…
8 years, 1 month ago
The problem with populism
Episode 17
A few years ago, I read a tragic story in a local newspaper about a young man who was walking along the train tracks with his earphones blasting loud…
8 years, 1 month ago
Fixing the roof and making hay
Episode 16
I was in a meeting recently discussing asset allocation when a much-esteemed British colleague suggested that a certain strategy was like "fixing the…
8 years, 2 months ago
The investment implications of a return to 2% growth
Episode 15
Like most people, I have my minor obsessions, and one of them is a never-ending quest to run faster. A few weeks ago, I saw a story about some runnin…
8 years, 2 months ago
The flight to Jackson Hole
Episode 14
I get to fly far more than I would like for my job and air travel today in the United States is no picnic. Everyone talks about the hassle of the sec…
8 years, 2 months ago
Getting the test back
Episode 13
When I was in school, one of the most agonizing periods was the time between taking an exam and getting it back. This strange, uncomfortable time wou…
8 years, 2 months ago
Organizing the international desk
Episode 12
I am, I suppose, somewhere in the middle of the pack when it comes desk organization. Somewhere, that is, between a "compulsive." whose desk is clean…
8 years, 2 months ago
The Fed's focus
Episode 11
My father was, for want of a better description, an Irish Victorian Dad. As such, although he cared deeply about all his children, he usually shied a…
8 years, 3 months ago