A Major American Egg Farm Just Lost 90% of its Chickens
Egg prices have come down a lot since their recent record and bird flu has largely faded from the headlines. But the epidemic is still raging and, per one farmer, risks becoming endemic in the US. Gle...
7 Jun 202521min
Lots More on What America's Busiest Port is Seeing from the Trade Tariffs
We're about two months on from Liberation Day, and there's still a lot of confusion about what's going on with global trade. Some countries, like China, have been granted delays from tariffs. But othe...
6 Jun 202516min
Jersey City's Mayor on How the City Built So Much Housing
To some extent, at least in big cities, it feels as though the cost of housing is enveloping almost everything else in terms of politics right now. Booming areas that drive GDP have gotten incredibly ...
5 Jun 202539min
Why It's So Hard for Apple to Move Production from China to India
President Trump wants Apple to make iPhones in America. The company itself has talked about — and to some extent already has been — moving more of its production to other countries, like India. But in...
2 Jun 202546min
How Do We Define a Currency?
What is a currency? This turns out to be one of those questions we just kind of skip over because we don't have clear answers to it (and because economists often like to skip over these foundational t...
31 Mai 202557min
Krishna Memani on Wall Street's Very Expensive "Free Lunch"
We're told over and over again that the one "free lunch" in investing is diversification, and that you can improve your returns over time simply by investing in a wider range of assets. This is textbo...
30 Mai 202539min
Michael Cembalest on Why AI Is the Stock Market Bet of the Century
Michael Cembalest has been an investment analyst for almost 40 years and his research notes have drawn a cult following on Wall Street. He's known for going super deep into a wide range of topics, lik...
29 Mai 202558min
Why Asset Allocators Love Multi-Strategy Hedge Funds
Multi-strategy hedge funds have been having a moment with big asset allocators pouring billions of dollars into names like Millennium and Citadel. And given all the growth, multi-strat funds have also...
26 Mai 202549min
