Navigating the Crisis

Every few years, a investing theme comes about that momentarily captures the zeitgeist, but then fades into the background just as quickly. Anyone that has invested in nuclear stocks recently is the most recent in a long line of investing trends that get caught up in frantic enth ...  Show more

We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI. Travi ...  Show more

Youngme Moon , Felix Oberholzer-Gee , and Mihir Desai discuss the impact of the coronavirus on the economy. How alarmed should people be about swings in the stock market? Should the Federal Reserve cut interest rates further? What should be the government’s fiscal policy response ...  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

Jim McKelvey, co-Founder of Square and author of THE INNOVATION STACK, discusses the impact of coronavirus on small businesses, and the role of tech companies right now. Maura Murphy, Vice President and co-portfolio manager of the Loomis Sayles Inflation Protected Securities Fund ...  Show more

Brian Beitner of Chautauqua Capital Management says that investors are risk-on right now -- despite a market and global economy that could have trouble shaking off the impacts of coronavirus -- at a time when they likely should be risk-off, meaning more conservative and fearful o ...  Show more