Episodes
Buy. Borrow. Die.
Today, we're treading deep in some chicken sh*t with Propublica investigative journalist Jesse Eisenger.
Muscles in Brussels
Recently, in the most European city of Brussels, there was mingling with the finest folks in competition law and economics. They …
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…
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…
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 …
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…
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…
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 …
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…
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
Poor Standards
This week we look into rating agencies and ask: Why were they invented? What is their purpose? Who pays their wages?
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 …
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
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…
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…
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…
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…
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…
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…
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…
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…
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 …
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…
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.