How Oaktree's Howard Marks Spots a Market Bubble

By now, everyone recognizes that the US and China are in the middle of a trade war, with the Trump administration having imposed tariffs of as much as 125% on Chinese goods. For an export-focused econ...

8 Mai 202552min

Every industry is going to be affected by the trade war in different ways. In many cases, we don't know how it's going to play out. Other industries are seeing an immediate impact. Companies that spec...

7 Mai 202546min

There are several markets that have really settled down since the tumult of early April. But strange, unusual things are still popping up, particularly in the currency space. Over the last few days, w...

6 Mai 202529min

What does history say about how big the AI boom can get, and who will ultimately win out? When does a boom turn into a bubble that turns into a bust? On this episode of the podcast, we speak to Henry ...

5 Mai 202554min

Over the last several years, both parties in the US have been drifting away from laissez-faire thinking about the economy, and more towards the view that the state has an active role in shaping market...

3 Mai 202553min

We don't know what the end state for the tariffs are going to be, but inevitably there will be some shifts in the way that goods and dollars flow around the world economy. Of course, some parts of the...

2 Mai 202552min

Everyone knows by now that college endowment funds have gone big on alternative investing, pouring billions of dollars into private equity and hedge funds. But that investing model now seems to be und...

1 Mai 202547min

Gathering official economic data is a huge process in the best of times. But a bunch of different things have now combined to make that process even harder. People aren't responding to surveys like th...

30 Apr 202547min