Introducing: Doubt
A few decades ago, nobody really questioned vaccines. They were viewed as a standard part of staying healthy and safe. Today, the number of people questioning vaccines risks prolonging a pandemic that...
12 Mar 20212min
Michael Pettis on Persistent Imbalances in Post-Pandemic China
By some measures, the Chinese economy did better in 2020 than just about anywhere else. For one thing, it actually grew last year. Also because of the country's success at virus containment, it return...
11 Mar 202156min
Why Music Back Catalogs Have Become a Red-Hot Asset Class
Bob Dylan did it last year. Shakira did it in January. More and more famous musicians are selling off the rights to their back catalogs to investors. But why now? Why is there so much demand for this ...
8 Mar 202140min
Coming Soon: The Pay Check Season 3
More than 150 years after the end of slavery in the U.S., the net worth of a typical white family is nearly six times greater than that of the average Black family. Season 3 of The Pay Check digs into...
5 Mar 20213min
Zoltan Pozsar on What Just Happened with the Treasury Market
The Treasury market just experienced what some might call a tantrum. Across the yield curve, we saw rates shoot up. And it's not even clear why it happened. There was no comment from a Fed official li...
4 Mar 202143min
Howard Lindzon Tells Us Why He Launched His Own SPAC
SPACs, sometimes referred to as blank check companies, are incredibly hot. After being a sort of sleepy and sometimes sketchy backwater of the finance world, the last several months have seen them go ...
1 Mar 202158min
How Chinese Buying Is Causing a Boom in Agricultural Commodities
There are lots of hot areas in the market, which everybody knows. Stocks are obviously hot, as are industrial commodities like copper. Agricultural commodities are surging as well. If you look at a ch...
25 Feb 202138min
This Is How the World Ended up with a Shortage of Semiconductors
The world is facing a chip shortage. Numerous companies, including the auto sector, are facing an inability to get semiconductors, hampering their ability to manufacture their goods and generate sales...
22 Feb 202145min
