Episodes (Page 3)
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Bill Gurley discusses AI's impact on careers and the need for young people to adapt.
Bill Gurley
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Anthony Scaramucci discusses insider trades linked to Trump's Truth Social posts on Iran.
Anthony Scaramucci
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Ryan Petersen discusses how oil prices and Strait of Hormuz closure could cripple supply chains.
Gil Luria
Ryan Petersen
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Ed Elson and Justin Wolfers discuss potential deescalation in Iran and market reactions to negotiation talk.
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War's impact on U.S. prices and recession risks discussed.
Ed Elson
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Ed Yardeni discusses his 35% recession warning, citing risks in private credit.
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Federal Reserve interest rate decision and inflation outlook for the year.
Michael Gapen
Robert Armstrong
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Nvidia's GTC conference news and valuation concerns discussed with Gil Luria.
Alice Han
Gil Luria
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Pentagon recruits Wall Street bankers for a new economic defense unit.
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Iran war's impact on global markets and investment strategies.
Ed Elson
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AI in portfolios may be detrimental and impact inflation.
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February inflation report and Iran war's price impact.
Jackson Ader
Mark Zandi
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Iran war's market movements and bond market signals.
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Oil market volatility and its connection to the Iran war.
Jonathan Kanter
Mohammed Sergie
58m
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Two biggest long-term market risks identified.
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Massive wagers on Iran war in prediction markets.
Before It Happened
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Iran war's market impact and ignored tail risks.
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Iran war's unexpected impact on oil and energy prices.
Alex Heath
Matt Smith
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Citrini Research's market impact and identified opportunities.