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Cliff’s World
Cliff Asness on tax policy, diversification, and Warren Buffett vs the quants…
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DELL on Business Building
Michael Dell shares insights into his early fascination with technology and entrepreneurship , sparked at the age of 16 when he took apart an IBM computer. Initially pursuing a premed path at the University of Texas, Dell’s growing success in his computer venture led him to pivot focus towards technology, resulting in rapid growth for Dell Computer…
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The Business of NCAA Football
“You Will Never Look at College Football the Same” Michael MacKelvie explores the distinctive nature of college football, emphasizing its rich traditions and community connections amid a commercial landscape that increasingly prioritizes financial gain over local rivalries and fan engagement. It contrasts the collegiate sport’s lack of parity with the NFL’s structured fairness, highlighting the deep emotional…
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“I’d prefer crypto to have some intrinsic value.”
Martin Shkreli expresses significant skepticism regarding Michael Saylor’s enthusiastic promotion of Bitcoin, labeling it as implausible and highlighting BTC as a possible hedge to short MSTR. While acknowledging Bitcoin’s increasing institutional interest, he notes a disconnect with the average investor and underscores the need for more user-friendly transaction platforms. Shkreli conveys a bearish outlook on…
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CEO, Entrepreneur, Born in 1964
Jeff Bezos shares his optimistic perspective on Donald Trump’s potential to reduce excessive regulations in the U.S., viewing this as vital for economic growth and managing national debt through increased GDP. He also expresses hope for a more positive engagement from Trump towards the press and notes a calmer demeanor from the former president. Transitioning…
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Tariff Man
“Can Trump’s Tariffs Work?” explores President-elect Donald Trump’s strong advocacy for tariffs as a means to protect American jobs and stimulate the economy, an approach he has termed himself as a “Tariff Man.” It details his proposed tariffs on goods from Canada, Mexico, and China, and the economic reactions these policies triggered. The discussion contrasts Trump’s tariff…
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Anatomy of a Bear
“National Capitalism & Death of the International Monetary System” presents an opinion on China and its impact on global investment strategies. The dialogue covers the historical trajectory of the international monetary system since the Bretton Woods era, underscoring China’s role in maintaining low inflation and influencing U.S. monetary policies through its currency interventions. The conversation highlights…
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“Not one inch to the East”
“Did NATO promise Russia never to expand to the east? | DW News centers the discussion around Russian President Vladimir Putin’s allegation that Western leaders broke promises not to expand NATO towards Russia’s borders. During the Cold War, Europe was divided into two spheres of influence, with NATO in the west and the Warsaw Pact…
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Why Are We Importing Oil?
“Why Does The US Import Oil When They Produce So Much?” explores the paradox of the U.S. being the world’s largest oil producer while still being the second-largest importer of oil, despite significant growth fueled by hydraulic fracking and technological advancements since 2008. It reflects on historical oil dependency, especially during the 1970s crises, which catalyzed a…
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