Meb Faber on the Big Bear Market in Diversification and Tactical Allocation
For decades, investors have been told that diversifying is a good thing. You should hold a basket of stocks across different sectors and geographies, plus bonds, maybe some commodities or real estate,...
18 Okt 202450min
Richard Koo and Zichen Wang on What Just Happened in China
In September, Chinese policymakers shocked the markets by unveiling a set of stimulus measures designed to boost the economy and bolster the real estate market. While it's too soon to know whether the...
17 Okt 20241h 18min
Apollo Explains How Big Tech Is Disrupting Credit Markets
Big tech stocks have had an enormous impact on the stock market, with Magnificent 7 companies like Apple, Microsoft and Nvidia now dominating equity indices and basically dictating the path of benchma...
14 Okt 202446min
The ROI Rules of AI: Sirion's Legal AI (Sponsored Content)
What if your contracts could be a roadmap to running your business – the first step in managing your relationships with your suppliers and clients? That’s the function of Sirion, a contract lifecycle ...
13 Okt 202410min
Austan Goolsbee on How This Cycle Turned Out To Be So Different
In 2022 and 2023, the Federal Reserve basically had one focus: defeating inflation. That's now changed. Keeping inflation at bay is still important, but the Fed is now attuned to labor market risks as...
11 Okt 202446min
The Ultra-Rich Are Building a Separate World Here on Earth
In recent years, we've seen the emergence of cities whose main industry is that they're a great place to live if you're rich. Dubai would be the ultimate example of this dynamic. But it's not just Dub...
10 Okt 202445min
The Math That Explains How Multi-Strategy Hedge Funds Make Money
Multi-strategy hedge funds are still all the rage on Wall Street, but what does it actually mean to be a pod shop and how are they being set up? On this episode, we speak with Dan Morillo, co-founder ...
7 Okt 202456min
Lots More on the Ongoing Mess That Is Intel
The US is in the midst of a big effort to bring more semiconductor manufacturing onshore. Intel is the biggest US semiconductor manufacturer. There's just one problem. Intel has really been struggling...
4 Okt 202430min
