unSILOed with Greg LaBlanc | 2 January 2024 | 0h 55m | Listen Later | Podcasts | Spotify
Interview with Bob Litterman discussing the dawn of quantitative finance and the integration of academic theory into Wall Street trading; asset allocation conundrums, correlated assets, and financial forecasts; the potential of carbon pricing, the inertia in climate policy, and the financial sector’s role in a sustainable future. Draws from his book Modern Investment Management: An Equilibrium Approach.
We Study Billionaires | 26 November 2023 | 0h 58m | Listen Later | Podcasts | Spotify
Interview with Brendan Hughes about his book Markets in Chaos: A History of Market Crises Around the World. Explores various market crises including the covid-19 pandemic, hyperinflation in Zimbabwe, the stock market bubble in Iceland during the great financial crisis, and more. Discusses the causes and the lessons to learn – in particular, the merits of diversifying across countries.
Caribbean Progress | 20 September 2023 | 0h 34m | Listen Later | Podcasts | Spotify
Interview with Martin Chorzempa about his book The Cashless Revolution: China’s Reinvention of Money and the End of America’s Domination of Finance and Technology. Discusses China’s reinvention of money and the future of America’s dominant role in the global financial technology industry.
The Michael Shermer Show | 4 February 2023 | 1h 36m | Listen Later | Podcasts | Spotify
Interview with William Magnuson about his book For Profit: A History of Corporations. Traces the history of corporations from Rome onwards, arguing that modern corporations should recapture the spirit of civic virtue so that all stakeholders, not just shareholders benefit from the profits of enterprise.
unSILOed with Greg LaBlanc | 27 June 2022 | 1h 30m | Listen Later | Podcasts | Spotify
Interview with Charles Calomiris about his book Fragile by Design: The Political Origins of Banking Crises and Scarce Credit, co-authored with Stephen Haber. Discusses banking systems, Adam Smith, the medieval view of the corporation, bank bargains and the political origins of the subprime crisis.
Top Traders Unplugged | 10 August 2022 | 1h 16m | Listen Later | Podcasts | Spotify
Interview with Edward Chancellor about his book The Price of Time: The Real Story of Interest. Discusses the longer-term consequences of low interest rates; whether bubbles can be beneficial; globalization and how interest rates impact the fragility of global supply chains; the role of Central Banks and how they affect price stabilization by preventing creative destruction; how a zero interest policy can pose a threat to capitalism; and more.
The New Bazaar | 26 July 2022 | 1h 03m | Listen Later | Podcasts | Spotify
Interview with Dakin Campbell about his book Going Public: How Silicon Valley Rebels Loosened Wall Street’s Grip on the IPO and Sparked a Revolution. Discusses the traditional way a company lists its shares with the help of investment banks with an IPO, or initial public offering; the scepticism companies have had about that process; Google’s Dutch auction; and direct listings and other innovations spurred by the way that Spotify went public.
I also recommend the Invest Like the Best interview from 2019 with Bill Gurley about the case for taking a company public with a direct listing rather than through a traditional IPO.
dunc tank | 6 September 2020 | 0h 58m | Listen Later | Podcasts | Spotify
Interview with Liam Vaughan about his book Flash Crash: A Trading Savant, a Global Manhunt, and the Most Mysterious Market Crash in History. Describes how Navinder Singh Sarao made $70m trading from a bedroom in his parents’ house; his frustrations that exchanges did nothing to police spoof trades; the trading processes he then used to exploit spoof trades; and his role in the 2010 flash crash.