Episodes (Page 10)
✨
Fixed income investors now see better returns for risk taken.
✨
Excel's 40-year dominance in corporate America is examined.
✨
Max Levchin explains the mechanics of Buy Now, Pay Later.
✨
AI analyzes credit market weakness and underwriting practices.
✨
Travis Kavulla explains the recent surge in electricity bills.
✨
Itamar Drechsler discusses high credit card interest rates.
✨
Graham Allison explains the 'Thucydides Trap' theory.
✨
Ray Dalio identifies five forces shaping historical change.
✨
Preview of Risky Business podcast with Nate Silver and Maria Konnikova.
✨
America's cattle herd is shrinking, leading to soaring beef prices.
✨
Boston Fed President Susan Collins discusses inflation concerns.
✨
Tyler Cowen questions AI's current limited global impact.
✨
AI's political relevance is expected to surge in upcoming elections.
✨
Jeffrey Gundlach believes stocks, bonds, and private assets are overvalued.
✨
Dirk Willer identifies the stock market as being in a bubble since May.
✨
Paul Kedrosky compares the AI boom to a combination of past bubbles.
✨
Cliff Asness argues markets have become less rational over 10 years.
✨
Jerry Neumann suggests AI is unlikely to make most investors rich.
✨
Chinese real estate is described as the largest bubble in history.
✨
Fairlife milk's specialized filtering process boosted its protein content.