Richard Koo on China's Risk of 'Japanification'
Richard Koo literally wrote the book on balance sheet recessions, or the idea that large levels of debt can weigh on future growth for years and even decades to come. Now, the Nomura Research Institut...
10 Jul 202349min
What It Really Takes to Convert an Office Building Into Apartments
Big cities like New York have two real estate problems. Housing is scarce and office buildings are empty (or at least under-utilized.) So there would seem to be an obvious solution: turn the offices i...
6 Jul 202346min
Jared Bernstein on the Next Stage of Bidenomics
President Biden recently made it clear that what we're seeing play out in the economy now is the result of "Bidenomics." The current expansion has defied the constant predictions of economic gloom. Ev...
4 Jul 202331min
Bridgewater's Greg Jensen on AI, Inflation and What Markets Are Getting Wrong
Every industry is trying to figure out just how AI or Large Language Models can be used to do business. But Bridgewater Associates, the world's largest hedge fund, has already been at it for a long ti...
3 Jul 202357min
Zoltan Pozsar on His Next Big Move and the Coming Monetary Divorce
Zoltan Pozsar has built a reputation for covering the intricacies of money markets. For the past eight years, he published those insights as a strategist at Credit Suisse. But in this episode of the O...
30 Jun 202352min
What Ben McKenzie Learned When He Started Investigating Crypto
When the pandemic struck in 2020, the actor Ben McKenzie (who you might know from The OC and Gotham) had a lot of time on his hands. And like a lot of people, he suddenly got interested in crypto when...
29 Jun 202350min
James Montier Explains Why Corporate Profits Keep Going Up
More than a decade ago, GMO strategist James Montier published a paper predicting that corporate profit margins were destined to come down from "nosebleed" levels. Fast forward to 2023, and it's clear...
26 Jun 202340min
Why Saudi Arabia Is Spending Millions on Soccer Stars
Saudi Arabia has been spending hundreds of millions of dollars snapping up international soccer stars in recent months, including legendary players like Cristiano Ronaldo and Karim Benzema, to boost t...
23 Jun 202347min
