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What do young professionals in New York City actually think about money and capitalism? According to our guest Emily Sundberg, creator of the Feed Me newsletter, there is a foreboding sense that nobody is coming to save
Every day we're inundated with headlines that are seemingly unbelievable. Multiple major wars are ongoing. Politics is erratic. Markets are scrambling everyone's brains. So how should we live and feel good? How should we
Stocks plunged after the April 2 "Liberation Day," in one of the worst drawdowns in the market's history. Since then, however, we're basically back to all-time highs and things have been pretty calm in the market. On thi
Okay, that's quite a title but we think it's justified! In this special episode — recorded live onstage at our June 26 event in New York City — we bring together some of the best thinkers we know when it come
Robinhood, the company known for first introducing commission-free trading, has now become a behemoth with all kinds of different business lines including credit cards, savings vehicles, crypto, and wealth management. Th
For awhile there was just MicroStrategy (which has since been renamed as Strategy.) It started buying Bitcoin, and then raised money to buy more Bitcoin, and the stock has done phenomenally well, despite the company not
Think of a biotech company and most people will think of a business trying to come up with cures and treatments for human illnesses. There's not a lot of discussion about companies trying to do the same for animals, inse
Iran is a huge country with a sizable stock market. And yet, years of sanctions and other restrictions mean it’s tough to even look up its stock prices (much less invest there.) In this episode, we catch up with Ma
We talk all the time about the US attempting to become a powerhouse in advanced manufacturing, but a lot of it just sounds like talk that's not going anywhere. But some companies are trying. Boom Supersonic is an 11-year
Today's episode is a re-run of our interview from last month with Queens assemblyman Zohran Mamdani. On June 24, Mamdani won the first round of the Democratic primary for mayor of New York City, making him the presumptiv
Right now, Nvidia stock is back near its all-time highs, thanks to seemingly unquenchable demand for its AI chips. When it comes to profiting off of this boom, Nvidia's lead and lock-in looks almost unassailable. But the
Madison Carter is a fearless investigative reporter. She takes no day for granted because she lives with type 1 diabetes (T1D). Dr. Doug Melton is a world-renowned stem cell researcher and distinguished fellow at Vertex
Quantitative investing is one of those terms that you hear all the time, but there's various explanations of what it actually means, or how quants actually make money. And of course, the term means different things in di
Zichen Wang is the writer of the Pekingnology newsletter , which translates important speeches and articles from China into English, and contextualizes them for Western readers. Over the past year, he's been a master's d
After the GFC, there was a lot of angst over the fact that so much effort and brainpower went into designing complex derivatives, and other financial instruments. Not only was this seen as wasteful, the complexity was de
Somehow, the American consumer remains quite strong. Despite higher interest rates, tariffs, general economic uncertainty and so forth, people are continuing to spend. And yet there are some pockets of weakness that you
Back in May, President Trump announced this big plan whereby American tech giants would participate in major AI projects in both Saudi Arabia and the United Arab Emirates. The announcement has created divisions within th
The Trump administration seems to have a lot of big ideas about reshaping America, including its economy. We've seen the unveiling (and delaying) of sweeping tariffs aimed at boosting US manufacturing. The 'Big, Beautifu
The focus of Trump's trade policies is clearly China. There are tariffs on everyone, of course, but it's the growing Chinese manufacturing might, and the various perceived risks associated with that, which have catalyzed
These days, it's common to talk about the emergence of a New Cold War that exists between the US and China. It's debatable whether or not this is a useful framing. But in order to answer the question, it requires that yo
Egg prices have come down a lot since their recent record and bird flu has largely faded from the headlines. But the epidemic is still raging and, per one farmer, risks becoming endemic in the US. Glenn Hickman is presid
We're about two months on from Liberation Day, and there's still a lot of confusion about what's going on with global trade. Some countries, like China, have been granted delays from tariffs. But other trade restrictions
To some extent, at least in big cities, it feels as though the cost of housing is enveloping almost everything else in terms of politics right now. Booming areas that drive GDP have gotten incredibly expensive in large p
President Trump wants Apple to make iPhones in America. The company itself has talked about — and to some extent already has been — moving more of its production to other countries, like India. But in reality
What is a currency? This turns out to be one of those questions we just kind of skip over because we don't have clear answers to it (and because economists often like to skip over these foundational things). This special
We're told over and over again that the one "free lunch" in investing is diversification, and that you can improve your returns over time simply by investing in a wider range of assets. This is textbook modern finance. A
Michael Cembalest has been an investment analyst for almost 40 years and his research notes have drawn a cult following on Wall Street. He's known for going super deep into a wide range of topics, like energy and healthc
Multi-strategy hedge funds have been having a moment with big asset allocators pouring billions of dollars into names like Millennium and Citadel. And given all the growth, multi-strat funds have also been battling each
We're just a month away from the hotly-contested Democratic primary for New York City Mayor. And one of the candidates -- Queens assemblyman Zohran Mamdani -- is running on a somewhat unusual platform. Endorsed by the De
This week the big story in markets is the selloff in bonds. Yields on benchmark 10-year US Treasuries jumped 20 basis points from last Friday’s low, while the 30-year rate is back above 5%. Meanwhile, 30-year Japan
When we think about the prospect of deglobalization (whatever that means) we often think about it in terms of the goods economy. Supply chains get rerouted. Manufacturing becomes more localized, and possibly less efficie
This is obviously an extraordinarily difficult time to make economic forecasts. Nobody really knows how tariffs will affect the US economy. And beyond that, nobody knows what the ultimate state of tariffs will be, or if
The new administration has a "drill, baby, drill" mantra and a much more liberal attitude towards the oil and gas industry than the last one. But that hasn't translated into great profits for the oil industry itself. Cru
There's been a lot of talk recently about parallels between Donald Trump's economic policies and the Nixon Shock of the early 1970s. That was when the former president took the dollar off the gold standard, introduced he
Gold prices have been booming and are near record highs. And seeing the line go up — especially during a period of so much uncertainty — makes people want to buy more. That includes acquiring actua
Over the last several years, the world has watched as China edges close to or past the technological frontier in more and more areas. Earlier this year, US investors were jolted even further when DeepSeek's AI model prov
America's textile industry has famously declined over the years, with a bunch of production moving to lower-cost places like China, Vietnam, and Bangladesh. Now, with the Trump administration imposing heavy tariffs on ex
By now, everyone recognizes that the US and China are in the middle of a trade war, with the Trump administration having imposed tariffs of as much as 125% on Chinese goods. For an export-focused economy like China's, th
Every industry is going to be affected by the trade war in different ways. In many cases, we don't know how it's going to play out. Other industries are seeing an immediate impact. Companies that specialize in computer g
There are several markets that have really settled down since the tumult of early April. But strange, unusual things are still popping up, particularly in the currency space. Over the last few days, we've seen a huge sur
What does history say about how big the AI boom can get, and who will ultimately win out? When does a boom turn into a bubble that turns into a bust? On this episode of the podcast, we speak to Henry Blodget, the founder
Over the last several years, both parties in the US have been drifting away from laissez-faire thinking about the economy, and more towards the view that the state has an active role in shaping markets. You have Republic
We don't know what the end state for the tariffs are going to be, but inevitably there will be some shifts in the way that goods and dollars flow around the world economy. Of course, some parts of the economy are always
Everyone knows by now that college endowment funds have gone big on alternative investing, pouring billions of dollars into private equity and hedge funds. But that investing model now seems to be under pressure and ther
Gathering official economic data is a huge process in the best of times. But a bunch of different things have now combined to make that process even harder. People aren't responding to surveys like they used to. Survey r
When stocks are plunging in a typical market environment, people reach for safe haven assets like US Treasuries. But we've seen that phenomenon break down more and more. It broke down in a sustained way during the intens
Over the last few years, retail traders have gotten into options in a major way. Selling puts, buying calls, trading volatility — what used to be the domain of niche experts engaged in practical hedging has explode
If you look at most of the official hard data right now, there still isn't much evidence of a sharp downturn. Sure, all the surveys are abysmal, but the actual measures of economic activity are ok. But there is already d
For the most part, Americans haven't felt much pain yet from the tariffs that Donald Trump introduced (and then partially walked back) on April 2. The damage is highly visible in financial markets, but for the moment, sh
When it comes to measuring economic pain, the cost of a humble breakfast sandwich might not be top of mind. But Bloomberg has an index that tracks the rising cost of a bacon, egg and cheese sandwich, plus a cup of coffee