Episodes

May 23, 2022

Buy. Borrow. Die.

Today, we're treading deep in some chicken sh*t with Propublica investigative journalist Jesse Eisenger.

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May 16, 2022

Muscles in Brussels

Recently, in the most European city of Brussels, there was mingling with the finest folks in competition law and economics. They …

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May 9, 2022

Analyst Notes, The Black Art of Price Targeting, and Twitter with gue…

Today, we target those analysts notes that tell us what they think the price should be and how much faith we should put in that m…

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May 2, 2022

Passing the Tech Ethics "Hot Potato" with Stephanie Hare

Today we wrestle with ethics and technology. Stephanie Hare's wonderful new book. Technology Is Not Neutral, gives us a much need…

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April 26, 2022

NFTs - They're Not For Me

This week, we'll get Will Page’s impressions of the bubbles gathering around that island and what tsunami warning horns ought to …

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April 18, 2022

When Two Plus Two Equals Two

This week we explore the current craze in the mergers and acquisitions going on just now. And asking, do they actually create add…

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April 11, 2022

The World Is Addicted to Easy Money with Chris Leonard

We've made quantitative easing easy-ish to understand, now we need to infiltrate the institutions that do that easing: the centra…

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April 4, 2022

Finding Out What's Really Going On with guest Martin Peers

A lot of financial journalism about companies and markets lives and dies based on access. But what are other ways of finding out …

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March 28, 2022

Where Does Money Come From? with Michael McMahon

Today we bring on the sexy topics of fractional reserve lending and quantitative easing with Michael McMahon from the Bank of Eng…

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March 16, 2022

History Doesn't Repeat Itself, but It Often Rhymes: with guest Kurt A…

Joining us this week is writer Kurt Andersen discussing his books Fantasyland and Evil Geniuses

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March 7, 2022

Poor Standards

This week we look into rating agencies and ask: Why were they invented? What is their purpose? Who pays their wages?

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March 2, 2022

Culture Eats Strategy For Breakfast

With all the emphasis on hard metrics and financials, it's often easy to overlook the culture of companies and the role it plays …

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Feb. 21, 2022

SPACs Are This Year's Vanilla: Our Conversastion with the FT's Brooke…

SPACs Are This Year's Vanilla: Our Conversastion with the FT's Brooke Masters Part Two

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Feb. 14, 2022

The World is Full of Pyramids: Our Conversation with the FT's Brooke …

Today we have our first of two episodes featuring Brooke Masters, the Chief Business Commentator and Associate Editor of the Fina…

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Feb. 7, 2022

Paying Attention

This week we look at the vague way in which various groups have measured the concept of time spent or tried to parcel out the att…

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Jan. 31, 2022

The Theranos Bubble

Today we look back Elizabeth Holmes and Theranos. Was this a unique case of "faking it until you make it" or this what everyone i…

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Jan. 24, 2022

Smoking Out Signals in 2022

Today we're going to take a break from blowing bubbles and instead go smoking…and look at the smoke signals we should, and import…

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Jan. 17, 2022

Is This The Next Housing Bubble? Daryl Fairweather on Hyper-competiti…

We're back to blowing bubbles in the housing market with Daryl Fairweather, an acclaimed economist from Redfin, where we ask if t…

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Jan. 3, 2022

FOFO: Fear of Finding Out--Hyper-competition in China with George Mag…

We add a new acronym to our alphabet soup: FOFO--Fear of Finding Out, as we discuss hyper-competition in China with economist Geo…

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Dec. 27, 2021

Will's Favorite Episode of 2021: Andrew Savikas on Hyper-competition …

For the last two episodes of the year, we’re looking back at favorite episodes for both Richard and Will. This week, Will’s favor…

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Dec. 20, 2021

Richard's Favorite Episode of 2021: The Charade of the Earnings Call

For the last two episodes of the year, we’re looking back at favorite episodes for both Richard and Will. This week, Richard’s fa…

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Dec. 10, 2021

Peak FOMO

We're back to blowing bubbles, the original source of this inspirational podcast, and we deep dive into the force that's driving …

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Nov. 29, 2021

Themes and Dreams

This time we look at the themes and dreams that markets put out there to attract the investor's dollar. If it's too good to be tr…

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Nov. 22, 2021

Seth Wunder on Hyper competition in the Hedge Fund World

On this episode, we discuss hyper-competition in the hedge fund world with Seth Wunder.

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