Episodes

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 moving target. We have Aman Verjee who served as a VP of Paypal from 2002 …

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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 needed framework for thinking about how the technologies we interact with every day affect our moral lives more.

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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 be blaring when we talk about NFTs.

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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 additional value? Or is it the case that two plus two does equal two? (Repeat)

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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 central banks with the award-winning New York Times journalist and author of the aptly titled best-selling book, Lords of Easy Money, …

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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 what's really going on? Joining us this week is Martin Peers, Senior Writer for The Information.

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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 England and Oxford University.

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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 in their success (or failure).

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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 Financial Times.

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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 attention economy. How do you really measure attention, and even better, how do you measure …

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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 in tech does?

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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 importantly, shouldn't be looking out for in 2022.

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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 the double-digit grow in housing prices indicates another bubble.

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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 George Magnus.

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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 favorite: their interview with Andrew Savikas on hyper competition in the book industry.

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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 favorite: The Charade of the Earnings Call.

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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 markets to record highs. Peak FOMO, fear of missing out.

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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 true, are we in dreamland? (Repeat)

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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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Nov. 15, 2021

Joe Kessler on Hyper-competition in Talent

In this episode, we're in conversation with our fifth special guest, Joe Kessler of UTA IQ, discussing hyper-competition for that scarcest of commodities--talent.

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Nov. 8, 2021

Andrew Savikas on Hyper-competition in Book Publishing

On this episode we discuss continue our series on hyper-competition, this time in the business of the written and spoken word.

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