The Anti-Bubble Portfolio Strategy, and Why the Central Bank's Money-Printing Addiction Could Spell Doom
Diego Parrilla, Chief Investment Officer at Quadriga Asset Managers, joins to discuss his Anti-Bubble investment process of identifying artificially cheap assets, and explain his view that the U.S. is putting its financial system in a dangerous position by sticking with policy that is designed to prevent a bubble from collapsing at all costs.
Nike's Unmatched Coolness, Crocs' Surge in Popularity, and Restaurants’ K-Shaped Recovery
Piper Sandler’s Senior Research Analyst Erinn Murphy talks about Nike's dominance among the Gen-Z demographic and Crocs' sudden resurgence. Piper Sandler's Head of Consumer Equity Research Nicole Miller Regan discusses the restaurant industry's K-shaped recovery, Dunkin' vs. Starbucks, and her top stock pick.
The Blockbuster Antitrust Report Seeks to Rewrite the Rules on Corporate Power
David Dayen, Executive Editor at The American Prospect and Author of Monopolized, and Joshua Wright, Law Professor, Executive Director of Global Antitrust Institute, and Former FTC Commissioner, talk about how Congress's proposals to rewrite antitrust law could change who sets the rules for the global economy.
What a Biden-led Blue 'Tsunami' Means for the Financial System
Jaret Seiberg, Financial Services and Housing Policy Analyst for Cowen Washington Research Group, talks about the markets’ muted reaction to President Trump’s COVID-19 diagnosis, key policy initiatives that could result from a Biden or Trump victory, and how these changes could impact the wealth gap and financial inclusion.