Episodes (Page 14)
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Brad Setser critiques Trump's unilateral tariff approach.
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Tom Orlik on the historical, stagflationary shock of tariffs.
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Tim Geithner discusses preventing future financial crises.
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Risk to Fed independence grows, unnoticed by Wall Street.
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Nick Denton is leaving the US for Hungary, citing disillusionment.
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The episode questions if the AI data center spending boom is slowing down.
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Brad Jacobs is acquiring Beacon Roofing for $11 billion through his company QXO.
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Jim Millstein warns of risks associated with a potential 'Mar-a-Lago Accord'.
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Charlie McElligott analyzes a recent sharp, unusual market selloff.
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The Jones Act, a 1920 law restricting US domestic shipping, is debated.
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FTC Chief Andrew Ferguson discusses the Trump administration's antitrust vision.
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The history of prediction markets is explored, starting with papal elections.
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Kevin Erdmann proposes a simple fix for the affordable housing crisis.
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Cathie Wood remains optimistic about AI and Big Tech despite market selloffs.
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Chinese biotech's rise: 0% to 31% of molecules licensed to Big Pharma.
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Trump administration imposes 15% cap on NIH grant indirect costs.
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Europe announces €800 billion in defense spending and debt rule easing.
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Eugene Fama and David Booth discuss 1970s market events.
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Ray Dalio discusses the escalating US national debt.
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Growing concerns about a slowdown in the US labor market.