Why Home Insurance in Florida Is a Mess
Florida has been struck by two big hurricanes this year, setting off a wave of damage and, of course, new insurance claims. As we all know by now, insurance rates in places like Florida, Louisiana, an...
28 Okt 202443min
Listen Now: The Deal with Alex Rodriguez and Jason Kelly
When sports, business and culture collide, there’s often a deal to be made. Join Alex Rodriguez and Bloomberg correspondent Jason Kelly as they get the inside track from corporate titans, sports champ...
27 Okt 20241min
Lots More on the Ongoing Mess That Is Boeing
Shares of Boeing, America's biggest aerospace manufacturer, have plummeted 40% so far this year. The company is facing a string of challenges, including fatal crashes of its 737 Max jet, a door blowin...
25 Okt 202421min
How Banks and Private Credit Became the Best of Frenemies
By now, everyone knows that private credit is a hot market. What's less known is that banks want in on it too. It's an odd state of affairs given that both these entities are in the business of making...
24 Okt 202442min
Why Mortgage Rates Went Up After the Fed's Big Cut
On September 18, the Federal Reserve kicked off the cutting cycle by reducing overnight rates by 50 basis points. Since then, mortgage rates have gone higher. This is not obviously an intuitive thing ...
21 Okt 202435min
Meb Faber on the Big Bear Market in Diversification and Tactical Allocation
For decades, investors have been told that diversifying is a good thing. You should hold a basket of stocks across different sectors and geographies, plus bonds, maybe some commodities or real estate,...
18 Okt 202450min
Richard Koo and Zichen Wang on What Just Happened in China
In September, Chinese policymakers shocked the markets by unveiling a set of stimulus measures designed to boost the economy and bolster the real estate market. While it's too soon to know whether the...
17 Okt 20241h 18min
Apollo Explains How Big Tech Is Disrupting Credit Markets
Big tech stocks have had an enormous impact on the stock market, with Magnificent 7 companies like Apple, Microsoft and Nvidia now dominating equity indices and basically dictating the path of benchma...
14 Okt 202446min
