Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday, Thursday, and Friday
This podcast episode provides a comprehensive analysis of industrial policy, critically examining the balance between discipline and growth while addressing the political and economic factors that influence its effectiveness. Chibber emphasizes the risks of unproductive monopolies created through subsidies, resulting i...
This podcast episode delves into the resilient and evolving landscape of value investing, as explained by John Rogers of Ariel Investments. He emphasizes the overlooked potential of small-cap stocks, or "orphan" investments, that often escape the radar of larger investors. Rogers shares pragmatic strategies for uncover...
This podcast episode delves into the evolving landscape of content creation and investment, with a particular emphasis on the rise of newsletters as a means of providing valuable niche information. Sam Ro advocates for a contrarian approach, asserting that quality should triumph over quantity. The conversation also tou...
This podcast episode delves into the current state of credit markets, illustrating a complex landscape shaped by fluctuating interest rates, evolving credit profiles, and the increasing significance of private credit. Danielle highlights the resilience of credit spreads despite higher rates, the contrasting quality of ...
This podcast episode delves into the evolving financial landscape post-COVID, highlighting the potential upward shift in the neutral interest rate and the implications for market conditions, particularly the resilience of fixed income investments. Ivascyn emphasizes the necessity for investors to practice humility and ...
This podcast episode chronicles Josh Brown's remarkable transformation from a broker to a prominent financial blogger and advisor, highlighting his pursuit of meaningful financial discourse amidst the challenges of anxiety and a shifting media landscape. Brown shares his journey, detailing the inception of The Reformed...
This podcast episode delves into the evolving landscape of cybersecurity in the financial sector, emphasizing the rising sophistication of cyber threats and the paramount importance of resilience and employee awareness. JF Legault discusses the critical nature of preparing for ransomware attacks and fostering a culture...
This podcast episode provides an in-depth analysis of Germany's historical and cultural aversion to fiscal spending, the volatility of energy markets, and the regulatory challenges facing European competitiveness, emphasizing the need for systemic thinking in industrial policy. The conversation connects these themes, h...
This podcast episode delves into the complex dynamics of China's economy, the shifting relationship with Germany, and the broader implications of these changes for global trade and policy. It highlights China's transition from an export-led model to a focus on domestic production, amid challenges like a struggling real...
This podcast episode examines the complexities of the global trade landscape, as Ambassador Tai critiques the limitations of the Bretton Woods system and China's economic influence. She argues for a reimagined trade framework that prioritizes worker protections and sustainable practices, advocating for a "race to the t...
This podcast episode provides an in-depth exploration of stablecoins, examining their role in the financial landscape, their real-world applications, and potential risks. Austin Campbell underscores the importance of understanding the mechanisms behind stablecoins, their backing, and the need for regulation to ensure s...
This podcast episode delves into the compelling concept of the Moneyball approach in finance, emphasizing the critical importance of discerning genuine trader skill amidst the complexities of market noise and dispersion. Joe Peta advocates for a nuanced evaluation of traders, moving beyond traditional metrics such as S...
This podcast episode delves into the complexities of the private credit market, highlighting its rapid growth and the challenges it presents in areas such as transparency, bankruptcy law, and financial stability. Experts Jared Ellias and Elisabeth de Fontenay articulate how the shift towards private credit, driven by r...
This podcast episode delves into the Federal Reserve's recent shift towards a short-term, data-dependent approach, which could lead to destabilizing policy decisions, while highlighting the complexities of the labor market and the looming threat to the Fed's independence amidst the upcoming 2024 election. Expert Posen ...
This podcast episode examines the complexities of the carry trade and its global implications, highlighting the involvement of various actors, including institutions beyond mere speculators. Hyun Song Shin discusses the significance of FX swaps in facilitating liquidity and credit across markets, emphasizing the necess...
This podcast episode features Anil Kashyap discussing the evolving role of the Federal Reserve in market stability, emphasizing the need for a clearer distinction between asset purchases aimed at financial stability versus those for monetary policy. Kashyap analyzes past interventions, the effectiveness of quantitative...
This podcast episode navigates the complexities of the upcoming rate cut cycle, emphasizing the likelihood of a 25 or 50 basis point cut as the Federal Reserve aims to tackle immediate labor market risks amidst evolving economic conditions. Guest Peter Williams discusses the historical context of rate cut cycles, the s...
This podcast episode delves into the insights garnered from the Jackson Hole Economic Symposium, emphasizing the importance of understanding divergent economic behaviors and the interconnectedness of global central banking. Tom Barkin, President of the Richmond Fed, highlights the complexities of managing monetary poli...
This podcast episode emphasizes the critical understanding of financial market dynamics through the concept of "slope matters," as articulated by Tom Keene, highlighting its relevance in analyzing economic indicators like the unemployment rate and the ongoing shift in market focus from inflation to the labor market. Th...
This podcast episode provides a comprehensive exploration of synthetic risk transfers (SRTs), highlighting their role as capital management tools that allow banks to transfer credit risk while maintaining underlying assets on their balance sheets. Guest Michael Shemi elaborates on the regulatory framework that has fost...
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