Lots More With Neil Dutta on a Looming Fed Policy Error
Neil Dutta, the top economist over at Renaissance Macro, has generally been sunny and optimistic about the economy over the last four years or so. But now he's warning of a possible mistake by the Fed...
28 Kesä 202424min
The American Entrepreneurs Who First Opened The Chinese Market
From cars to toys to clothes, we're just used to seeing the label "Made In China" on all sorts of things. But how did China become a go-to destination for manufactured goods in the first place? Who ac...
27 Kesä 202448min
Why Tom Lee Thinks We Could See S&P 15,000 by 2030
The stock market has had a torrid run in 2024 despite the fact that interest rate cuts haven't materialized in the way people had expected at the start of the year. In fact, outside of a few blips her...
24 Kesä 202446min
CoreWeave's CSO on the Business of Building AI Datacenters
Everyone knows that the AI boom is built upon the voracious consumption of chips (largely sold by Nvidia) and electricity. And while the legacy cloud operators, like Amazon or Microsoft, are in this s...
21 Kesä 202454min
John Arnold on Why It's So Hard To Build Things in America
Virtually everyone, across the ideological spectrum, has the view right now that it's too hard to build things (or get things done generally) in America. New infrastructure is thwarted by red tape and...
20 Kesä 202450min
Evolving Money: Money Without Borders (Sponsored Content)
Throughout history, financial markets have struggled with the issue of borders. Borders create friction, add cost and cause headaches for anyone who wants to spend money across them. On top of that, v...
18 Kesä 202421min
The Big Trade Underneath the Strangely Calm Surface of the S&P 500
For much of this year, the S&P 500 has marched steadily higher while measures of stock market volatility, like the VIX, have stayed pretty low. But looking at the headline index only tells you part of...
17 Kesä 202450min
What a 'Degen' Crypto Trader Really Does All Day
A few lucky people have made generational wealth trading the ups and downs of the crypto market. And some finance professionals have shifted gears to focus primarily on the space. But what is it like ...
14 Kesä 202442min
