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On today's show we discuss a crazy month in the stock market, Situational Awareness, leverage always gets you, the semiconductor crash, 60/40 will never die, the behavior gap lives, One Wish Willow…
Emerging-market carry trades, some of this year’s most popular foreign-exchange bets, are showing resilience even after joint US-Japan currency intervention dented the appeal of this yen-funded…
The July gains came after Citadel acquired the bulk of the public-stock portfolio formerly held by Situational Awareness late last month.
I created the dominant assurance contract aka the refund bonus mechanism in 1998–it’s a mechanism capable of producing some types of public goods privately–in recent years working with Tim Cason and…
Trump criticized the U.S. oil majors for earning "too much money" thanks to supply disruptions caused by the Iran war.
Find insight on United Overseas Bank, HSBC, L&G and more in the latest Market Talks covering financial services.
