Bridgewater's Greg Jensen on AI, Inflation and What Markets Are Getting Wrong
Every industry is trying to figure out just how AI or Large Language Models can be used to do business. But Bridgewater Associates, the world's largest hedge fund, has already been at it for a long ti...
3 Juli 202357min
Zoltan Pozsar on His Next Big Move and the Coming Monetary Divorce
Zoltan Pozsar has built a reputation for covering the intricacies of money markets. For the past eight years, he published those insights as a strategist at Credit Suisse. But in this episode of the O...
30 Juni 202352min
What Ben McKenzie Learned When He Started Investigating Crypto
When the pandemic struck in 2020, the actor Ben McKenzie (who you might know from The OC and Gotham) had a lot of time on his hands. And like a lot of people, he suddenly got interested in crypto when...
29 Juni 202350min
James Montier Explains Why Corporate Profits Keep Going Up
More than a decade ago, GMO strategist James Montier published a paper predicting that corporate profit margins were destined to come down from "nosebleed" levels. Fast forward to 2023, and it's clear...
26 Juni 202340min
Why Saudi Arabia Is Spending Millions on Soccer Stars
Saudi Arabia has been spending hundreds of millions of dollars snapping up international soccer stars in recent months, including legendary players like Cristiano Ronaldo and Karim Benzema, to boost t...
23 Juni 202347min
This Is How Finance and Banking Worked Before Computers
We're used to thinking of modern finance as practically synonymous with computers. Banks are basically just big collections of Excel spreadsheets, keeping track of who owes what to whom. And most trad...
22 Juni 202344min
Josh Younger on the Surprising Origins of Eurodollars and Petrodollars
De-dollarization is all the rage right now, with lots of talk about whether the US currency will be able to maintain its dominant status in the global financial system. But regardless of what happens ...
19 Juni 202351min
Steve Eisman on Banks, AI and His Next Big Bet
Steve Eisman is known for having bet against the housing market prior to the Great Financial Crisis in a trade immortalized by Michael Lewis in The Big Short. So what is he betting on now? In a specia...
16 Juni 202352min
