Giuseppe Paleologo on Quant Investing at Multi-Strat Hedge Funds
Quantitative investing is one of those terms that you hear all the time, but there's various explanations of what it actually means, or how quants actually make money. And of course, the term means di...
21 Jun 202529min
Zichen Wang's Exit Interview From America
Zichen Wang is the writer of the Pekingnology newsletter, which translates important speeches and articles from China into English, and contextualizes them for Western readers. Over the past year, he...
20 Jun 202546min
Gillian Tett on Complex Derivatives and the Fifth Stage of Capitalism
After the GFC, there was a lot of angst over the fact that so much effort and brainpower went into designing complex derivatives, and other financial instruments. Not only was this seen as wasteful, t...
19 Jun 202547min
Jim Egan on the Mortgage Gap That's Dividing America
Somehow, the American consumer remains quite strong. Despite higher interest rates, tariffs, general economic uncertainty and so forth, people are continuing to spend. And yet there are some pockets o...
16 Jun 202535min
The Big Gulf AI Deal That's Divided the White House
Back in May, President Trump announced this big plan whereby American tech giants would participate in major AI projects in both Saudi Arabia and the United Arab Emirates. The announcement has created...
14 Jun 202526min
Trump Economic Advisor, Stephen Miran, on Tariffs and Tax Cuts
The Trump administration seems to have a lot of big ideas about reshaping America, including its economy. We've seen the unveiling (and delaying) of sweeping tariffs aimed at boosting US manufacturing...
13 Jun 202540min
Ricardo Hausmann on What it Takes to Win a Trade War
The focus of Trump's trade policies is clearly China. There are tariffs on everyone, of course, but it's the growing Chinese manufacturing might, and the various perceived risks associated with that, ...
12 Jun 202544min
Vladislav Zubok on What the Cold War Actually Was
These days, it's common to talk about the emergence of a New Cold War that exists between the US and China. It's debatable whether or not this is a useful framing. But in order to answer the question,...
9 Jun 202555min
