Lots More on a Massive, Historical, Stagflationary Shock
On Wednesday, President Trump unveiled sweeping tariffs against almost every country in the world. The size and scope was far beyond what anyone was anticipating, causing markets to subsequently plung...
4 Apr 202518min
Tim Geithner on How to Fight the Next Financial Crisis
The 2008 financial crisis is fading into history, but the risks of something big happening again remain. In this episode, we speak with Tim Geithner, the former US Treasury secretary and head of the N...
3 Apr 202540min
The Growing Risk to Fed Independence That Wall St Isn't Watching
Last month, Donald Trump fired the Federal Trade Commission's two Democratic commissioners. They have since filed suit, arguing that the law that created the FTC — as well as a 90-year-old Supreme Cou...
1 Apr 202532min
Nick Denton's Big Bet Against the United States
Legendary media mogul Nick Denton, the founder of Gawker, is done with the US. He’s leaving New York City for good, and moving with his family to the Buda Hills near Budapest. And when it comes to his...
31 Mar 202541min
The Last Time Investors Really Got Excited For Tech Infrastructure
One of the biggest questions hanging over the market right now is whether or not the seemingly unlimited appetite for more AI data center spending is slowing down or not. This type of tech infrastruct...
28 Mar 202527min
Why Brad Jacobs Is Spending $11 Billion on a Roofing Supply Business
Brad Jacobs has made a fortune in his career buying and building big logistics companies, like United Rentals, Waste Management, XPO (trucking company), GXO (warehouses), and RXO (freight brokerage). ...
27 Mar 202539min
Jim Millstein on the Massive Risks of Any 'Mar-a-Lago Accord'
President Trump wants higher tariffs, and he also wants more industrial production in the United States. This we know. In the meantime, a coterie of economists and pundits have tried to assemble a lar...
24 Mar 202558min
Lots More With Charlie McElligott on the Sharp, Strange Selloff
Last week, the US market sold off sharply. The S&P 500 fell as much as 3.6% on Monday alone, entering technical correction territory. Momentum trades were hit particularly hard and stocks that had bee...
21 Mar 202525min
