Ray Dalio on the Coming Crisis in US Debt
Almost whichever way you measure it, the US has a lot of debt. And, with the Trump administration recently proposing a budget that would see US debt levels swell even further, it doesn't look like thi...
3 Mar 202556min
Lots More on the Growing Risks to the US Labor Market
A week from today we will get the February jobs report and there are growing concerns that the US labor market is slowing. Already, the number of sectors adding jobs in this economy is on the decline....
28 Feb 202517min
Goldman's Jared Cohen and George Lee on the Unprecedented Shocks in Geopolitics
The first month of the Trump administration has been noisy and novel by basically any measure. But perhaps the biggest shockwaves have been in the realm of geopolitics. Europeans were caught off guard...
27 Feb 202551min
Jim Bianco on What a 'Mar-a-Lago Accord' Could Mean for the Economy
The so-called “Mar-a-Lago Accord” has suddenly become a hot topic on Wall Street, with some investors and analysts starting to take the idea more seriously, holding meetings with clients and publishin...
25 Feb 202528min
Here's What It Takes to Make a Great Company
People love listening to stories about making it big, and there are no shortage of success stories in the world of global business. There's TSMC, which has grown to become the most important producer ...
24 Feb 202543min
How Banks Turned Into Giant Synthetic Hedge Funds
Hedge funds are notorious for making big and sometimes risky trades. Banks, meanwhile, are supposed to be a lot more boring by comparison — for obvious reasons. But in recent years, we've seen banks l...
21 Feb 202538min
The Plan to Get America Building Big Ships Again
The US is a dominant force in a number of important industries, but it's been lagging behind in one crucial area: shipbuilding. Today, there are about 80 US-flagged ships involved in global trade, com...
20 Feb 202546min
This Is How Derivatives Trading Swallowed the Entire Market
For a long time, the world of derivatives trading was a niche thing, largely occupied by professional investors who used them for hedging purposes. During the pandemic and the Robinhood boom, the reta...
17 Feb 202550min
