Chamath Palihapitiya Says A Reckoning Is Coming For Big Tech
Chamath Palihapitiya is the CEO of Social Capital, the Chairman of Virgin Galactic and a partial owner of the Golden State Warriors basketball team. He’s also been an outspoken critic of the way the c...
18 Jun 202044min
Domino’s: This Is How A Pizza Chain Stock Did Just As Well As Google
In the summer of 2004, Google went public and, as everyone knows, it’s done phenomenally well. What’s less known is that a few weeks later, Domino’s Pizza also went public. What’s crazy is that the st...
15 Jun 202041min
Why You Can’t Blame The Fed For Ultra-Low Interest Rates And Soaring Asset Prices
One of the characteristics of the pre-crisis (and perhaps also the post-crisis) economy is the presence of very low interest rates, and financial asset prices that are expensive by historical standard...
11 Jun 202040min
Two Investors Did A Tour Of The Globe To Find The Best Place To Put Their Money
As many active fund managers have discovered in recent years, it’s extremely hard to find a sustainable edge in investing. But for people who put in hard work to discover opportunities off the beaten ...
8 Jun 202053min
This Is What Happened To LIBOR During The COVID Crisis
Welcome to Part V of the Odd Lots LIBOR series, in which Tracy Alloway and Joe Weisenthal take a look at life after LIBOR, the interest rate tied to more than $350 trillion worth of financial assets.F...
5 Jun 202051min
How The Transition Away From LIBOR Is Actually Going
Welcome to Part IV of the Odd Lots LIBOR series, in which Tracy Alloway and Joe Weisenthal take a look at life after LIBOR, the interest rate tied to more than $350 trillion worth of financial assets....
4 Jun 202031min
The Case for AMERIBOR As The Replacement for LIBOR
Welcome to Part III of the Odd Lots LIBOR series, in which Tracy Alloway and Joe Weisenthal take a look at life after LIBOR, the interest rate tied to more than $350 trillion worth of financial assets...
3 Jun 202032min
This Is The Index That's Supposed To Replace LIBOR
Welcome to Part II of the Odd Lots LIBOR series, in which Tracy Alloway and Joe Weisenthal take a look at life after LIBOR, the interest rate tied to more than $350 trillion worth of financial assets....
2 Jun 202030min
