The Ultra-Rich Are Building a Separate World Here on Earth
In recent years, we've seen the emergence of cities whose main industry is that they're a great place to live if you're rich. Dubai would be the ultimate example of this dynamic. But it's not just Dub...
10 Okt 202445min
The Math That Explains How Multi-Strategy Hedge Funds Make Money
Multi-strategy hedge funds are still all the rage on Wall Street, but what does it actually mean to be a pod shop and how are they being set up? On this episode, we speak with Dan Morillo, co-founder ...
7 Okt 202456min
Lots More on the Ongoing Mess That Is Intel
The US is in the midst of a big effort to bring more semiconductor manufacturing onshore. Intel is the biggest US semiconductor manufacturer. There's just one problem. Intel has really been struggling...
4 Okt 202430min
The Big Tax Hike Coming in Just Over a Year
In 2017, Congress passed the Tax Cuts and Jobs Act, which may be better known as the Trump tax cuts. Due to the way fiscal policy works in the United States, a large component of the bill was temporar...
3 Okt 202449min
Jigar Shah on the Three Big Things Driving the Nuclear Energy Revival
Earlier this month, we got the surprising headline that the shuttered nuclear reactor at Three Mile Island will be restarted. Of course, Three Mile Island was the site of a famous disaster in 1979 — o...
30 Sep 202445min
Lots More on Potentially Massive East Coast Port Strikes
Look out. Supply chains are back in the news. As soon as next week, workers at all of the ports on the US East Coast could go on strike, crippling trade across a range of industrial and agricultural p...
27 Sep 202425min
This Is How Industrial Policy Can Go Bad
Right now, industrial policy is back in vogue in the US. The administration is making an effort at reviving specific sectors, notably in areas of clean energy and semiconductors. But despite all of th...
26 Sep 202449min
Ariel Investments' John Rogers on How You Can Still Win With Value Investing
These days if you talk to people about the stock market, they might talk to you about the effect of the Fed. Or they'll talk about the Mag 7 and AI capex spend. Or they'll extoll the virtues of passiv...
23 Sep 202442min
