A Volatility Arbitrage Trader On What Markets Are Saying Right Now
It's been an extraordinary year for traders of volatility. We had the crisis, we had this incredible surge in retail call options buying, and we have the election coming up. On this episode, we speak ...
19 Okt 202041min
How Tobacco Became One Of The Greatest Investments In History
For over a century, tobacco stocks have been among the greatest investments in history, consistently outperforming other sectors decade after decade. But what is it about tobacco companies specificall...
15 Okt 202052min
Michael Hudson On Why The US Risks Becoming The Next Greece
In the wake of the Great Financial Crisis, you heard a lot of talk about the US becoming like Greece unless the budget deficit were brought under control. However, these warnings proved to be unfounde...
12 Okt 202053min
What It Takes To Win At Quant Investing
Interest in quantitative investing strategies continues to grow; however, as the space gets more competitive, making money and winning gets harder and harder. Computation costs alone can be prohibitiv...
8 Okt 202046min
An IMF Economist On The Challenge Of Finding The Neutral Rate Of Interest
One of the guiding lights of Fed policy over the years has been the so-called Neutral Rate of Interest or R*. It's at this rate, theoretically, where the economy comes into balance, with full employme...
5 Okt 202049min
Volatility Suppression Turned The Entire Economy Into One Big Carry Trade
In a carry trade, an investor borrows money cheaply to buy an asset that yields more. As long as nothing changes overall, the investors get to pocket the spread. In our latest episode, our guests argu...
1 Okt 202042min
How All Financial Markets Turned Into The Same Big Trade
These days it seems like all financial markets are the same big trade. A gold chart looks like a Tesla chart, which looks like an Ethereum chart, which looks like a chart of a basket of cloud computin...
28 Sep 202041min
This Is What Happened When They Tried To Fix Journalism Using Blockchain
Back in 2017, during the Bitcoin boom, there were a number of different attempts to use blockchain technology to improve a host of businesses and industries. Many of those were cynical attempts to cas...
24 Sep 202038min
