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Episode Date: August 16, 2024The Federal Reserve appears to be ready to pivot into rate cutting mode. Inflation has come down significantly, and the unemployment rate has been tre...
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1219 episodes transcribedThe Federal Reserve appears to be ready to pivot into rate cutting mode. Inflation has come down significantly, and the unemployment rate has been tre...
The past few years have thrown up a number of potential weaknesses in the American economy. There've been disruptions to supply chains stemming from t...
When it comes to financing the US government's borrowing needs, the Treasury Department has some discretion in how it's done. It can sell 30-year Trea...
Hasbro has been making toys for decades, including many classic favorites like G.I. Joe and My Little Pony. But in recent years, it's also been going...
There's a lot of hype around generative AI and many people have interfaced with ChatGPT, Claude, or Gemini at this point. It's fun to ask these large...
The S&P 500 has plunged more than 5% over the past couple of trading days. The Nasdaq 100 is down 7%. The Nikkei fell an astonishing 13% on Monday...
The Nasdaq is now in correction territory and the S&P 500 is down more than 2% so far this month. Analysts are blaming any number of things for th...
This week, the Federal Reserve opted to keep interest rates unchanged while suggesting that it could cut as soon as September. But there's an ongoing...
When it comes to chips for artificial intelligence, obviously the name that automatically comes to mind is Nvidia. The company is making a fortune sel...
Vapes like Elf bars seem to be everywhere now. Meanwhile, Zyn nicotine pouches have become a huge seller for Philip Morris and are in such demand that...
We've all seen headlines about the multi-million dollar properties being sold in Miami. Right now, there's a $135 million mansion in Coconut Grove lis...
Multi-strategy hedge funds, also known as "pod shops," have become the hottest ticket on Wall Street. The business model is supposed to allow hedge fu...
There are several sources of tension right now between the US and China. Pure trade anxiety is a big one, with the US having imposed tariffs on Chines...
When people talk about the special role that the US dollar plays in the global economy, that's often characterized as a privilege for the United State...
According to numerous estimates, the US is massively short of housing. Zillow, for instance, says America needs to build 4.5 million new homes to clim...
One of the rare areas of bipartisan consensus in the US right now is taking a tough line on China. We saw President Trump put tariffs on Chinese goods...
James van Geelen, founder of Citrini Research, scored big when he made his weight loss drug-related investments last year. He was also early into arti...
Joseph Stiglitz is a Nobel Prize-winning economist known for his groundbreaking work on information gaps and risk-taking in markets. But he's recently...
Modern Monetary Theory has gained prominence over the last several years by offering an alternative view on the constraints to fiscal policy. The basi...
Lumber prices have tumbled dramatically in recent weeks, with benchmark futures falling about 20% in the past four months alone. What's more, this is...