Moderna's CFO on How to Allocate Capital in Big Pharma
The pharmaceutical space is characterized by extreme uncertainty. You never know what drugs are going to pan out. The lead time for development is extremely long. Market size is inherently unknowable....
11 Mar 202448min
Lots More on Why Japanese Stocks Are Surging
Japanese stocks are suddenly soaring, with the Nikkei 225 hitting an all-time high this week after decades of languishing. Warren Buffett has been upping his stakes in Japanese companies and activist ...
8 Mar 202432min
Celsius CEO Explains How They Win in Energy Drinks
Go to any deli or 7-Eleven these days and you're sure to see a gigantic, technicolor wall of beverages. There are juices and sodas and CBD-infused beverages and caffeinated energy drinks as far as the...
7 Mar 202446min
Introducing: The Deal with Alex Rodriguez and Jason Kelly
The Deal, hosted by Alex Rodriguez and Jason Kelly, features intimate conversations with business titans, sports champions and game-changing entrepreneurs who reveal their investment philosophies, piv...
5 Mar 20241min
Anat Admati on How to Never Bail Out Banks Again
We're coming up to the one-year anniversary of the collapse of Silicon Valley Bank, which sparked a fresh conversation about the role of banks in the wider economy. Last year's banking drama culminate...
4 Mar 202440min
How to Put a Price on a Bird: the Forgotten Science of Economic Ornithology
This episode is for the birds — and one bird in particular. Flaco, an Eurasian eagle-owl, escaped from the Central Park Zoo last year and went on to become a local celebrity, delighting New Yorkers wi...
1 Mar 202435min
What Really Goes Into the Fed's Favorite Measure of Inflation?
The Federal Reserve has a goal of getting inflation down to 2%. But of course, there are a lot of different ways of measuring inflation. Many people know about the Consumer Price Index, and the variou...
29 Feb 202449min
How the Rise of 'Pod Shops' Is Reshaping the Way Markets Trade
The hedge fund industry has gone through multiple evolutions. Investing styles go in and out of fashion as market conditions change. Strategies that work become crowded with investors, which can mean ...
26 Feb 202449min
