Lots More on the Big Can Kick in Commercial Real Estate
Last year, we spoke with Rich Hill, head of real estate strategy and research at Cohen & Steers, about where stress was building in the $20 trillion market for commercial real estate. Fast forward to ...
22 Maalis 202421min
Why Home Insurance Markets in California and Florida Imploded
In recent years, we've seen home insurance premiums soar by historic amounts. Not only have prices gone up, but in some instances, we've seen national carriers simply announce that they're abandoning ...
21 Maalis 20241h 10min
How the US Dollar Became an International Weapon of War
After Russia's invasion of Ukraine, the US took a number of extraordinary steps to cut Moscow out of the international financial system. The country immediately was hit with a slew of sanctions. It wa...
18 Maalis 202446min
Why the UAE Is Pumping $35 Billion Into Egypt
The United Arab Emirates recently unveiled a stunning $35 billion investment in Egypt, snapping up development rights in an area on the Mediterranean coast. The announcement has since paved the way fo...
16 Maalis 202442min
Industrial Policy and the Forgotten Side of Alexander Hamilton
Thanks to the blockbuster musical, Alexander Hamilton has become a modern cultural icon. He's known as an architect of the federal system, building out a strong government with the capacity for both b...
15 Maalis 202449min
Why We're Now Living in The Golden Age of Snack Food
Want some Doritos? For years, you might have only been able to get one or two snack chip flavors. But right now on Amazon, you can find numerous varieties, from barbecue to nacho cheese, spicy sweet c...
14 Maalis 202448min
Moderna's CFO on How to Allocate Capital in Big Pharma
The pharmaceutical space is characterized by extreme uncertainty. You never know what drugs are going to pan out. The lead time for development is extremely long. Market size is inherently unknowable....
11 Maalis 202448min
Lots More on Why Japanese Stocks Are Surging
Japanese stocks are suddenly soaring, with the Nikkei 225 hitting an all-time high this week after decades of languishing. Warren Buffett has been upping his stakes in Japanese companies and activist ...
8 Maalis 202432min
