Episodes (Page 21)
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US efforts to contain China's tech ambitions are not working.
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China's 'Made in China 2025' plan targets future industries like EVs and AI.
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Florida's home insurance market is in crisis due to hurricanes and rising costs.
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Alex Rodriguez and Jason Kelly explore sports, business, and culture intersections.
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Boeing faces significant challenges, including production issues and safety concerns.
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Banks and private credit firms are increasingly collaborating on lending deals.
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Federal Reserve cut rates by 50 basis points in September, but mortgage rates subsequently rose, defying conventional expectations about rate cuts stimulating borrowing
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Large-cap US stocks (S&P 500) have dramatically outperformed diversified portfolios over the past 15 years, making this arguably the worst period for traditional asset allocation
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Chinese policymakers announced major stimulus measures in September targeting the economy and real estate market, sparking a rocket-like stock market rally with additional measures promised
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Big Tech companies' dominance in equity markets parallels their growing influence in credit markets, with massive capital requirements for AI infrastructure and data centers financed through bonds ...
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Sirion provides contract lifecycle management software designed for in-house legal departments and recently upgraded with generative AI functionality
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The Fed's focus has shifted from solely fighting inflation to labor risks.
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Cities are emerging that cater specifically to the ultra-wealthy.
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Multi-strategy hedge funds, or 'pod shops,' are popular on Wall Street.
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Intel struggles with timely and efficient semiconductor fab operations.
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Trump tax cuts from 2017 expire in 2026, potentially raising taxes for millions.
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A shuttered Three Mile Island nuclear reactor is surprisingly slated for a restart.
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Potential East Coast port strikes threaten to cripple US supply chains next week.
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US industrial policy aims to revive clean energy and semiconductor sectors with significant investment.
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John Rogers of Ariel Investments champions value investing in today's market.
Value Investing