Michael Saylor, the CEO Who Turned a Software Company Into a Bitcoin Company
This past summer, the business intelligence software company MicroStrategy made waves when it put some of its extra cash into Bitcoin. Then, as Bitcoin ran up, it bought more, and the stock has now so...
24 Des 20201h 15min
Camille Fournier on Building Tech at Two Sigma
We talk a lot about quantitative trading on the podcast, but typically from a rather big picture perspective, and not at the level of actually building the systems needed for trading and data analysis...
21 Des 20201h 5min
Apple Is at the Cutting Edge of a Revolution in Chips
On a recent episode of Odd Lots, we talked about Intel, and how the former dominant American semiconductor company was stumbling. But big things are happening in the chip industry beyond the manufactu...
17 Des 202043min
This Is the Macro Picture Going Into 2021
It's obviously been an extraordinary year for markets and the economy for reasons that don't need stating at this point. But what does 2021 have in store? Can the current trends continue? We talked wi...
14 Des 202051min
Why Africa Borrowed Billions of Dollars From China
It's no secret that some African nations went on a borrowing spree in recent years, tapping both international markets and sovereign lenders such as China to finance massive infrastructure projects. B...
10 Des 202049min
Why the IMF Changed Its Views on Capital Controls
For years, the IMF was generally of the view that free trade was good, and that open capital flows were also good. But in recent years, the latter view has started to change. Increasingly the IMF, whi...
7 Des 202050min
Former ECB Chief Economist Peter Praet on What's Next For Central Banks
With developed economies still operating well below pre-crisis levels, central banks face substantial pressure to pursue stimulative policies on an ongoing basis. But what more can they do with the to...
3 Des 20201h 3min
How the Number One U.S. Semiconductor Company Stumbled
For years, Intel has been the pre-eminent U.S. semiconductor company. But lately, the company has stumbled. This past summer, shares in the company plunged after it said it was experiencing delays in ...
30 Nov 202042min
