Episodes

June 20, 2022

Crypto's Collapse

This week we salvage what's left of the crypto bubble and delve into the recent dollar devaluations of stable coins with our guest Kenny Estes, founder of Diffuse Digital.

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June 13, 2022

The World is Full of Pyramids: Our Conversation with the FT's Brooke …

Today we have our first of two episodes featuring Brooke Masters, the Chief Business Commentator and Associate Editor of the Financial Times.

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June 6, 2022

Dry Powder

Today we will not be powdering your nose, but be sprinkling our conversation with a little dry powder. That's cash or marketable securities that look like it's low risk and highly liquid and convertible to cash, but needs to be …

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May 30, 2022

Shark Fins

This week we're going to be jumping the shark. That is we're going to be looking at why tech companies and their success, their growth, their user numbers often resemble a shark fin: how they scale up really fast, then …

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May 23, 2022

Buy. Borrow. Die.

Today, we're treading deep in some chicken sh*t with Propublica investigative journalist Jesse Eisenger.

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May 16, 2022

Muscles in Brussels

Recently, in the most European city of Brussels, there was mingling with the finest folks in competition law and economics. They were all trying to figure out if, and how, tech should be regulated. Will and Richard discuss.

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May 9, 2022

Analyst Notes, The Black Art of Price Targeting, and Twitter with gue…

Today, we target those analysts notes that tell us what they think the price should be and how much faith we should put in that moving target. We have Aman Verjee who served as a VP of Paypal from 2002 …

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May 2, 2022

Passing the Tech Ethics "Hot Potato" with Stephanie Hare

Today we wrestle with ethics and technology. Stephanie Hare's wonderful new book. Technology Is Not Neutral, gives us a much needed framework for thinking about how the technologies we interact with every day affect our moral lives more.

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April 26, 2022

NFTs - They're Not For Me

This week, we'll get Will Page’s impressions of the bubbles gathering around that island and what tsunami warning horns ought to be blaring when we talk about NFTs.

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April 18, 2022

When Two Plus Two Equals Two

This week we explore the current craze in the mergers and acquisitions going on just now. And asking, do they actually create additional value? Or is it the case that two plus two does equal two? (Repeat)

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April 11, 2022

The World Is Addicted to Easy Money with Chris Leonard

We've made quantitative easing easy-ish to understand, now we need to infiltrate the institutions that do that easing: the central banks with the award-winning New York Times journalist and author of the aptly titled best-selling book, Lords of Easy Money, …

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April 4, 2022

Finding Out What's Really Going On with guest Martin Peers

A lot of financial journalism about companies and markets lives and dies based on access. But what are other ways of finding out what's really going on? Joining us this week is Martin Peers, Senior Writer for The Information.

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March 28, 2022

Where Does Money Come From? with Michael McMahon

Today we bring on the sexy topics of fractional reserve lending and quantitative easing with Michael McMahon from the Bank of England and Oxford University.

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March 16, 2022

History Doesn't Repeat Itself, but It Often Rhymes: with guest Kurt A…

Joining us this week is writer Kurt Andersen discussing his books Fantasyland and Evil Geniuses

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March 7, 2022

Poor Standards

This week we look into rating agencies and ask: Why were they invented? What is their purpose? Who pays their wages?

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March 2, 2022

Culture Eats Strategy For Breakfast

With all the emphasis on hard metrics and financials, it's often easy to overlook the culture of companies and the role it plays in their success (or failure).

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Feb. 21, 2022

SPACs Are This Year's Vanilla: Our Conversastion with the FT's Brooke…

SPACs Are This Year's Vanilla: Our Conversastion with the FT's Brooke Masters Part Two

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Feb. 14, 2022

The World is Full of Pyramids: Our Conversation with the FT's Brooke …

Today we have our first of two episodes featuring Brooke Masters, the Chief Business Commentator and Associate Editor of the Financial Times.

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Feb. 7, 2022

Paying Attention

This week we look at the vague way in which various groups have measured the concept of time spent or tried to parcel out the attention economy. How do you really measure attention, and even better, how do you measure …

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Jan. 31, 2022

The Theranos Bubble

Today we look back Elizabeth Holmes and Theranos. Was this a unique case of "faking it until you make it" or this what everyone in tech does?

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Jan. 24, 2022

Smoking Out Signals in 2022

Today we're going to take a break from blowing bubbles and instead go smoking…and look at the smoke signals we should, and importantly, shouldn't be looking out for in 2022.

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Jan. 17, 2022

Is This The Next Housing Bubble? Daryl Fairweather on Hyper-competiti…

We're back to blowing bubbles in the housing market with Daryl Fairweather, an acclaimed economist from Redfin, where we ask if the double-digit grow in housing prices indicates another bubble.

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Jan. 3, 2022

FOFO: Fear of Finding Out--Hyper-competition in China with George Mag…

We add a new acronym to our alphabet soup: FOFO--Fear of Finding Out, as we discuss hyper-competition in China with economist George Magnus.

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Dec. 27, 2021

Will's Favorite Episode of 2021: Andrew Savikas on Hyper-competition …

For the last two episodes of the year, we’re looking back at favorite episodes for both Richard and Will. This week, Will’s favorite: their interview with Andrew Savikas on hyper competition in the book industry.

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