Pimco's Dan Ivascyn on the State of Markets Right Now
Markets have staged an impressive bounce since the middle of June. Stocks are way up. Credit spreads have come in. Mortgage rates have tightened again. And long rates have mellowed out. So is the coas...
11 Aug 202246min
Jan Hatzius on the Narrow Path to Avoid a Hard Landing
The multi-trillion dollar question for the US economy is “Can inflation drop to the Federal Reserve’s target without a substantial jump in the unemployment rate?” Everything is riding on this, as it i...
8 Aug 202259min
Anna Stansbury on How to Boost Worker Bargaining Power
Labor markets are considered to be "tight" right now, but wage growth continues to lag inflation. For decades, in fact, we've seen a steady decline in worker bargaining power, or labor's share of tota...
4 Aug 202249min
Benn Eifert On The Mania That Was Even Bigger Than Meme Stocks
When people think about the market mania we recently experienced, the most glaring thing that comes to mind is the meme stocks. In early 2021, the huge moves in names like AMC and GameStop exemplified...
1 Aug 202253min
What So Many People Get Wrong About The Energy Transition
With energy prices booming, heatwaves ravaging Europe, and Russia going to war against Ukraine, there's an increased focus on the so-called energy transition. Interest in decarbonization is surging. B...
28 Juli 202246min
A New Chilean Constitution Could Mean Big Changes to Copper and Lithium Mining
In theory, a big shift towards renewable sources of energy (like wind and solar and electric vehicles) mean less money and power for Russia, and the OPEC nations. But new forms of energy also require ...
27 Juli 202242min
What the Fed's Big Balance Sheet Unwind Means for Markets
The Federal Reserve recently began shrinking its massive balance sheet, unwinding trillions of dollars worth of bond purchases that it started making during the depths effort to offset the effects of ...
25 Juli 202247min
Jason Calacanis On the Expensive Lesson Coming to Silicon Valley
For years, venture capital firms have been pouring money into start-ups, trying to get a piece of the next Amazon or Apple. Valuations for new tech companies soared, and many of them took to crypto to...
21 Juli 202252min
