This Is Why The China Bubble Never Seems To Pop
For years and years, the Chinese economy has been characterized as a bubble, with too much debt, and a history of badly thought out, state-directed investment. Yet, for all of the dire warnings, the e...
29 Jun 202038min
Introducing Foundering
Adam Neumann had a vision: to make his startup WeWork a wildly successful company that would change the world. He convinced thousands of other people -- customers, employees, investors -- that he coul...
25 Jun 20203min
What The Black Death And Spanish Flu Can Tell Us About What Comes Next
Nobody knows what the post-COVID future looks like. But there are some lessons to be learned from previous pandemics. On today’s episode we speak with Jamie Catherwood of O’Shaughnessy Asset Managemen...
22 Jun 202030min
Chamath Palihapitiya Says A Reckoning Is Coming For Big Tech
Chamath Palihapitiya is the CEO of Social Capital, the Chairman of Virgin Galactic and a partial owner of the Golden State Warriors basketball team. He’s also been an outspoken critic of the way the c...
18 Jun 202044min
Domino’s: This Is How A Pizza Chain Stock Did Just As Well As Google
In the summer of 2004, Google went public and, as everyone knows, it’s done phenomenally well. What’s less known is that a few weeks later, Domino’s Pizza also went public. What’s crazy is that the st...
15 Jun 202041min
Why You Can’t Blame The Fed For Ultra-Low Interest Rates And Soaring Asset Prices
One of the characteristics of the pre-crisis (and perhaps also the post-crisis) economy is the presence of very low interest rates, and financial asset prices that are expensive by historical standard...
11 Jun 202040min
Two Investors Did A Tour Of The Globe To Find The Best Place To Put Their Money
As many active fund managers have discovered in recent years, it’s extremely hard to find a sustainable edge in investing. But for people who put in hard work to discover opportunities off the beaten ...
8 Jun 202053min
This Is What Happened To LIBOR During The COVID Crisis
Welcome to Part V of the Odd Lots LIBOR series, in which Tracy Alloway and Joe Weisenthal take a look at life after LIBOR, the interest rate tied to more than $350 trillion worth of financial assets.F...
5 Jun 202051min
