Private credit’s moment of truth. October 2, ...

– We either have a free market or we don’t! – Why would a stock-picker buy an ETF? – House price falls miss the bigger picture – How can we stop punishing young professionals with kids?See omnystudio.com/listener for privacy information. 

– Why do US oil prices rise when they’re self-sufficient? – Why do we fall for politicians’ fake solutions on housing? – Where’s the inflation/immigration sweet spot? – I didn’t beat the S&P500. Should I give up? – How does Victoria get out of fiscal trouble? See omnystudio.com/l ...  Show more

Felix and Mihir discuss the turmoil in financial markets and how best to respond as an investor or a corporate executive. Is it time to panic? What is the longer-term outlook for the economy? Will the Federal Reserve be able to tame inflation without causing a recession? They als ...  Show more

Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering. Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as alwa ...  Show more

The market is waiting for more clarity on tariffs. Fund managers are already making moves. (0:21) Bill Barker and Ricky Mulvey discuss: - How the market could react to tariff liberation day. - The impact from current tariffs for Harley Davidson. - If the motorcycle manufacturer ...  Show more

 Bitcoin hits another record high, raising questions about what it means for the crypto market. Plus, a technical take on the bond market, and what’s ahead as tech leads markets higher. And is the AI market becoming “circular?” In an interview, the COO of OpenAI addresses the ...