This Is the Macro Picture Going Into 2021
It's obviously been an extraordinary year for markets and the economy for reasons that don't need stating at this point. But what does 2021 have in store? Can the current trends continue? We talked wi...
14 Dec 202051min
Why Africa Borrowed Billions of Dollars From China
It's no secret that some African nations went on a borrowing spree in recent years, tapping both international markets and sovereign lenders such as China to finance massive infrastructure projects. B...
10 Dec 202049min
Why the IMF Changed Its Views on Capital Controls
For years, the IMF was generally of the view that free trade was good, and that open capital flows were also good. But in recent years, the latter view has started to change. Increasingly the IMF, whi...
7 Dec 202050min
Former ECB Chief Economist Peter Praet on What's Next For Central Banks
With developed economies still operating well below pre-crisis levels, central banks face substantial pressure to pursue stimulative policies on an ongoing basis. But what more can they do with the to...
3 Dec 20201h 3min
How the Number One U.S. Semiconductor Company Stumbled
For years, Intel has been the pre-eminent U.S. semiconductor company. But lately, the company has stumbled. This past summer, shares in the company plunged after it said it was experiencing delays in ...
30 Nov 202042min
How Money Became A Form Of Social Media
There are many similarities between cryptocurrencies and social networks. And the rise of payment apps like Venmo make the link between payments and social media explicit. But this convergence between...
26 Nov 202046min
Inigo Fraser-Jenkins and Aaron Brown Debate The Future Of Quant Investing
Traditional quant strategies that try to screen for stocks that are "cheap" have had an extremely rough period. So is this just a temporary setback that will eventually mean revert, or are the existin...
23 Nov 202047min
The Episode That Turned Tracy Into A Bitcoin Bull
Bitcoin has been on a tear lately, but it's been a bit unclear as to what's driving it. But whatever's driving it, co-host Tracy Alloway has given up her longtime skepticism on the digital currency an...
19 Nov 202037min
