An IMF Economist On The Challenge Of Finding The Neutral Rate Of Interest
One of the guiding lights of Fed policy over the years has been the so-called Neutral Rate of Interest or R*. It's at this rate, theoretically, where the economy comes into balance, with full employme...
5 Okt 202049min
Volatility Suppression Turned The Entire Economy Into One Big Carry Trade
In a carry trade, an investor borrows money cheaply to buy an asset that yields more. As long as nothing changes overall, the investors get to pocket the spread. In our latest episode, our guests argu...
1 Okt 202042min
How All Financial Markets Turned Into The Same Big Trade
These days it seems like all financial markets are the same big trade. A gold chart looks like a Tesla chart, which looks like an Ethereum chart, which looks like a chart of a basket of cloud computin...
28 Sep 202041min
This Is What Happened When They Tried To Fix Journalism Using Blockchain
Back in 2017, during the Bitcoin boom, there were a number of different attempts to use blockchain technology to improve a host of businesses and industries. Many of those were cynical attempts to cas...
24 Sep 202038min
A Top Crypto Exchange CEO Explains Why The 2020 Boom Is Different
Crypto is hot this year again. In 2020, we've not only seen a substantial rally across a lot of different coins, there's been an emergency of new experiments, categories, and protocols. Is it more sus...
21 Sep 202049min
How Traders Used Google Searches To See The Economic Recovery In Real Time
The use of so-called "alternative data" has been gathering attention for some time. Investors have been looking at things like credit cards or satellite photos of Walmart parking lots for insights int...
17 Sep 202037min
How SoftBank And Robinhooders Added Fuel To The Stock Market Boom
One of the most intriguing subplots to the 2020 stock market boom has been the speculative fervor with which investors have dived into this market. And it's not just that participants have bought a lo...
14 Sep 202043min
Why Blank Check Companies Are The Hottest Thing This Year
SPACs have been around a long time. The basic premise is that a group of people raise a bunch of money from public market investors, with the premise of then going out to buy a specific, individual co...
10 Sep 202049min
