Episodes (Page 14)
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Cutting public spending is difficult, especially on major programs like Medicare.
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The Euro-zone faces slowing growth, inflation, and technological competition.
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Palantir's AI demand is 'untamed,' boosting its stock.
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Elon Musk's DOGE gained access to the Treasury's Bureau of Fiscal Service.
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Marko Kolanovic, former JPMorgan strategist, issues a warning for stocks.
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Trump announced aggressive tariffs on imports from Canada, Mexico, and China.
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MicroStrategy's Bitcoin holdings exceed its market cap, resembling a Bitcoin ETF.
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Housing costs, a major inflation driver, have seen slowing rent increases.
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An open-source AI model from China, DeepSeek, caused a significant stock market drop.
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Howard Marks discusses identifying market bubbles amidst Big Tech and AI hype.
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US stock market shows high concentration, with top 10 S&P 500 stocks at 38%.
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Companies must see tangible returns to justify massive AI spending.
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New podcast 'Trumponomics' examines Trump's potential economic policies.
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A Trump administration is expected to be more crypto-friendly than Biden's.
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Lev Menand discusses the modern eurodollar market's role.
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The eurodollar market became prominent and controversial by the 1970s.
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Eurodollar market growth attracts regulatory attention in the 1960s.
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Eurodollar market, over $10 trillion, operates outside Federal Reserve control.
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Government hiring processes are often slow and inefficient.
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Early payment innovations paved the way for cashless transactions.