The Massive Shift Underway in the US Banking System
When Silicon Valley Bank imploded, there was a lot of talk about the future of regional and community banks in the United States. Can they compete with the large, too-big-to-fail institutions? What wi...
27 Jul 202346min
Are We About to See the Shortest Housing Cycle Ever?
Last year, as the Federal Reserve hiked rates to the highest levels in decades, there were lots of warnings about an imminent collapse in the US housing market. But home prices have only dipped slight...
24 Jul 202337min
How to Build the Ultimate GPU Cloud to Power AI
Artificial Intelligence is all the rage right now and most of the investor excitement has so far been focused on the companies providing the hardware and computing power to actually run this new techn...
20 Jul 202352min
Josh Wolfe on Where Investors Will Make Money in AI
We're in the midst of an AI mania of sorts. In public markets, investors are placing bets on the companies perceived as being the winners of this new wave of computing. Companies that aren't even in "...
17 Jul 202358min
Understanding the Real Fight Over Water in Arizona
Arizona recently announced new constraints on housing development in the areas around Phoenix. At issue is water rights and scarcity, which have been a challenge for the US Southwest for as long as pe...
14 Jul 202347min
An Arizona Farmer on How to Grow Alfalfa in the Middle of the Desert
Due to a combination of drought, climate change and booming growth, Arizona is facing looming water scarcity. But for all the sprawl and population increase, the overwhelming amount of water used in t...
13 Jul 202342min
Richard Koo on China's Risk of 'Japanification'
Richard Koo literally wrote the book on balance sheet recessions, or the idea that large levels of debt can weigh on future growth for years and even decades to come. Now, the Nomura Research Institut...
10 Jul 202349min
What It Really Takes to Convert an Office Building Into Apartments
Big cities like New York have two real estate problems. Housing is scarce and office buildings are empty (or at least under-utilized.) So there would seem to be an obvious solution: turn the offices i...
6 Jul 202346min
