#159: Is Digital Advertising a Bubble Ready t...

There's a certain type of person who first encounters Excel and, instead of running in terror, leans in and grins. Rob Collie has spent his career-from the Excel team at Microsoft to helping birth Power BI to now running P3 Adaptive—building things for exactly those people. He ca ...  Show more

If you've ever poured months into building a semantic layer only to watch it become shelfware the moment the business pivoted, Jacob Matson has some thoughts. And a metaphor. Your data is a jungle—and a semantic layer is a highway. Great if you need to get somewhere fast and reli ...  Show more

In Subprime Attention Crisis: Advertising and the Time Bomb at the Heart of the Internet (FSG Originals, 2020), Tim Hwang investigates the way big tech financializes attention. In the process, he shows us how digital advertising--the beating heart of the internet--is at risk of c ...  Show more

Howard reflects on memos related to the Global Financial Crisis with Bob O’Leary, Co-Portfolio Manager of Oaktree’s Global Opportunities strategy. They share their most striking memories from the years leading up to and during the crisis. They also discuss today’s market environm ...  Show more

On Money Rehab, Nicole does unpack the headlines that are in the current news cycle, no doubt about it. But today she’s throwing it back to a hot-button topic from our past. It is true that the only way to protect yourself from repeating history is to understand it, so that you c ...  Show more

When Steve Sosnick recalls 2008 and tries to make parallels to the current turmoil in the banking sector, one memory sticks out: riding the elevator with Thomas Peterffy, founder of Interactive Brokers, who offhandedly asked him “what’s new?” “And I said, ‘what’s really interesti ...  Show more