Inigo Fraser-Jenkins and Aaron Brown Debate The Future Of Quant Investing
Traditional quant strategies that try to screen for stocks that are "cheap" have had an extremely rough period. So is this just a temporary setback that will eventually mean revert, or are the existin...
23 Nov 202047min
The Episode That Turned Tracy Into A Bitcoin Bull
Bitcoin has been on a tear lately, but it's been a bit unclear as to what's driving it. But whatever's driving it, co-host Tracy Alloway has given up her longtime skepticism on the digital currency an...
19 Nov 202037min
This Is How People Really Feel About Paying Taxes
The politics of taxes are always fraught. In theory, everyone wants to pay less of them and bristle at the prospect of paying more. But it turns out that our feelings are more complicated and nuanced....
16 Nov 202040min
A Political Reporter Argues That Wall Street Doesn't Get DC
Investors have always had to pay attention to what's going on in Washington DC, but this year it's been on a whole new level. Between virus response policy, fiscal stimulus talks, and, of course, the ...
12 Nov 202041min
This Is The NYSE's Plan To Win More Direct Listings
This year's stock market boom has coincided with a boom in new listings. There have been plenty of IPOs, numerous SPACs, and an uptick in companies doing direct listings on the exchange. That third ca...
9 Nov 202046min
Michael Mauboussin On Valuing Intangible Assets
Measuring a company's book value is a classic practice among investors seeking to understand how much a firm's actual assets are worth. But what happens when a firm's assets are not things like buildi...
5 Nov 202042min
A Forensic Accountant On Why Chinese Internet Companies Are So Tough To Analyze
The IPO of Ant Financial will go down as one of the most extraordinary deals of all time. And in general, Chinese internet companies have been huge winners in the post-crisis period. But what does it ...
2 Nov 202052min
Lessons From Ruth Krivoy, the Former Head of Venezuela's Central Bank
The COVID-19 crisis has pushed central banks around the world into uncharted territory. Typically when we talk about this, it's from the perspective of the Fed or the ECB. But this has also been an ex...
29 Okt 202051min
