MMT's Godfather Says the US Government Is Spending Like a Drunken Sailor
Modern Monetary Theory has gained prominence over the last several years by offering an alternative view on the constraints to fiscal policy. The basic gist is that the size of the deficit is not per ...
8 Jul 202450min
Lots More With Stinson Dean on Crashing Lumber Prices
Lumber prices have tumbled dramatically in recent weeks, with benchmark futures falling about 20% in the past four months alone. What's more, this is happening at the height of the summer homebuilding...
5 Jul 202427min
How Brazil Gave Birth to One of the World's Greatest Jet Makers
There aren't many advanced manufacturing success stories in Latin America. And globally, there aren't many companies that can build commercial planes at scale. Yet somehow, one of the world's leading ...
4 Jul 202457min
How Brad Jacobs Will Invest $4.5 Billion to Reshape Building Supplies
Brad Jacobs has made a career of starting, consolidating, and growing whole industries. He did a trucking company. He did a warehouse company. He has a freight brokerage. He created an equipment renta...
2 Jul 202448min
The Theory That Explains Why Everyone Went Crazy
Does it feel to you like society has gone crazy? Well, you're not alone. There's a general view that all around the world, in the realms of politics, culture, business, and so forth, a lot of people a...
1 Jul 202450min
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 Jun 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 Jun 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 Jun 202446min
