Episodes (Page 34)
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Many countries, excluding East Asia, face economic stagnation or reversal.
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CHIPS Act aims to boost US semiconductor manufacturing.
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Regional bank stability and commercial real estate weakness are key risks.
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Nassim Taleb debates Bitcoiners, anti-vaxxers, and deadlifters.
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The traditional landlord business model is facing challenges.
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Markets rallied despite aggressive rate hikes.
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Tech investing faces valuation drops and a closed IPO window.
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SVB failure raised questions about implicit deposit guarantees.
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Commercial real estate market shows cracks amid financial system stress.
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Zero-day options trading on the S&P 500 has surged.
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SVB collapse linked to specific regulatory choices.
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Silicon Valley Bank collapsed rapidly due to a flighty customer base.
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The Federal Reserve's role has expanded beyond interest rates.
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Companies reveal inflation drivers on conference calls.
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Crypto faces declining prices and major firm collapses.
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Homebuilders faced pandemic whiplash and supply chain issues.
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Most US urban apartments cater to singles or couples.
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Savings account interest rates remain near zero despite Fed hikes.
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One year of Russia's war in Ukraine has geopolitical consequences.
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Biden's first two years saw ambitious legislation passed.