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
How A New Type Of Money Helped Cause The Great Financial Crisis
It's fun to talk about what money is, but often it's hard to connect the dots and make it actually relevant to the discussion of the economy and markets. But, in this episode, we do just that. Our gue...
7 Sep 202044min
Paul McCulley: We Are "Unambiguously" On The Verge Of A Profound Change In The Economy
Paul McCulley is a former Managing Director at PIMCO and a legend of the industry, having helped coin phrases such as "shadow banking" and the "Minsky moment." On this episode, we discuss the history ...
3 Sep 20201h
Minneapolis Fed President Neel Kashkari On The Historic Challenges For Monetary Policy
The Fed is facing historic challenges for two reasons. The first is the coronavirus and the task of facilitating the economic recovery. The second challenge is one that precedes the crisis, and it has...
31 Aug 202050min
The Father Of CMBS Says We’re In ‘Uncharted Territory’ When It Comes To Valuing Real Estate
There are some sectors of the real estate market, such as suburban residential housing, that are doing just fine throughout this crisis. However, other areas are facing true existential risk. The valu...
27 Aug 202047min
The CEO of a $1.4 Billion REIT Explains The Surprising Year In Housing
When COVID hit, people had visions of a plunge in home prices and a massive wave of evictions. So far, that largely hasn’t played out. On this episode, we speak with Ivan Kaufman, the CEO of Arbor Rea...
24 Aug 202034min
