Dan Ivascyn Is Excited About a New Era in Fixed Income
In the years since the financial crisis, bond investors didn't get much return for taking on risk. With low interest rates and little sign of inflation, investors had to accept lower-quality assets to...
8 Dec 202557min
How Microsoft Excel Conquered Corporate America
Excel. If you work in corporate America, that word either inspires laser-focused productivity or pure dread. Over the last 40 years, the spreadsheet software has become synonymous with the best — and ...
7 Dec 202518min
Affirm's Max Levchin Breaks Down How Buy Now, Pay Later Really Works
Max Levchin probably knows as much about online payments as anyone. He was part of the original "PayPal mafia" before going on to become co-founder and CEO of Affirm, the $22 billion player in the Buy...
5 Dec 202553min
AI Can Tell Us Something About Credit Market Weakness
There have been some wobbles in credit markets lately. It hasn't been too dramatic, but we've had some blowups, leading Jamie Dimon to speculate about the presence of other "cockroaches" lurking in th...
4 Dec 202544min
Travis Kavulla Explains Why Electric Bills Shot Up
There's an incredible amount of focus on the grid this days. That's notable because for a long time, the grid was hardly of any interest. For years, load growth was flat. It was a sleepy market. And i...
1 Dec 202557min
This Is Why Credit Card Interest Rates Are So High
Some people pay off their credit cards at the end of each month. They use the cards as a payment method and collect points and rewards, and never have to pay any interest. For other users, interest ca...
28 Nov 202544min
Graham Allison on the Risks of a US-China War
The US and China are in a "Thucydides Trap," whereby the risk of war is heightened when an established power is threatened by a rapidly rising power. This is the framework that's been popularized by G...
27 Nov 202549min
Ray Dalio on the Five Forces That Make This a Historical Moment
You're not imagining it. This really is a moment of tremendous historical change. Various forces are all aligned right now and reshaping how the world operates. That's the view of Ray Dalio, the found...
24 Nov 202558min
