How to Build a Portfolio That Outperforms For a Century
There's a huge question mark at the moment about whether markets are at some sort of important turning point. For instance, we've seen big amounts of fiscal stimulus in the U.S., sparking concerns tha...
22 Huhti 202145min
John Hempton on Greensill, Archegos and What It's Like To Short Right Now
It's a weird moment for the markets. The big stock indices are near all time highs. And yet there have been some high profile meltdowns and blowups. There was the collapse of the vendor financing firm...
19 Huhti 202152min
Zach Carter on the Real Story of Weimar Hyperinflation
Whenever the government is engaging in fiscal or monetary expansion, people like to invoke the history of Weimar Germany and how soon we might all go around transporting dollars in wheelbarrows. But w...
15 Huhti 202154min
Slavoj Žižek on GameStop, WallStreetBets, and the Future of Capitalism
When GameStop shares skyrocketed earlier this year, numerous pundits were quick to ascribe political significance to the whole thing. Was it a rebellion? Was it class warfare in the spirit of Occupy W...
12 Huhti 202143min
Why Treasury Market Spasms That Shouldn't Happen Keep Happening
The U.S. Treasury market is the biggest, most liquid market in the world. Its smooth functioning is also crucial to the economy and the financial system. Yet it keeps experiencing bizarre, seemingly i...
8 Huhti 202148min
Why the True Price of a Bond Can Still Be Hard To Know
In the modern age, we expect to be able to turn on our computers, enter in a ticker, and know the actual price of a financial instrument, such as a stock or a bond. But this is easier said than done, ...
5 Huhti 202142min
The Ex-Jane Street Trader Who's Building a Multi-Billion Crypto Empire
The crypto market has come a long way in recent years. But it's still far less efficient than your typical established market. To understand more about crypto market structure, we spoke with Sam Bankm...
1 Huhti 20211h 6min
How Gigantic Ships Are Creating Global Supply Chain Havoc
The Ever Given has been freed from the Suez Canal. But the whole situation was indicative of a broader issue in global supply chains: increasingly large ships are contributing to logistical bottleneck...
31 Maalis 202131min
