Episodes (Page 16)
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Krishna Memani questions the traditional investment 'free lunch' of diversification.
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Michael Cembalest analyzes AI as the stock market bet of the century.
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Asset allocators are investing billions in multi-strategy hedge funds.
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Zohran Mamdani, a socialist candidate, discusses his NYC mayoral platform.
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Global bond markets are experiencing a significant selloff and rising yields.
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Scott Bok discusses deglobalization's impact on Wall Street and dealmaking.
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Raphael Bostic on conducting monetary policy amid extreme economic uncertainty.
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Oil industry faces higher costs and lower prices despite supportive policies.
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Perry Mehrling compares Trump's policies to the Nixon Shock of the 1970s.
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Philip Diehl on the booming gold coin market amid uncertainty.
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Episode: Why the World Keeps Getting Shocked by China's Technological Progress
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Sarah LaFleur discusses tariffs' existential threat to the US clothing industry.
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China's response to US tariffs and trade war implications.
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Stephen Burke on how tariffs impact the computer gaming industry.
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Brad Setser on the significant surge in the Taiwanese dollar.
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Henry Blodget discusses AI boom potential and historical parallels to dot-com bubbles.
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Chris Hughes explores the shift from laissez-faire economics towards state intervention in markets.
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Murad Al-Katib, the 'Lentil King', discusses global trade shifts due to tariffs and subsidies.
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Joe Dowling discusses the trend of college endowments investing heavily in alternative assets.
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The episode highlights the decay of official economic data collection in the US.