Inflation Watch: What if the Cyclical Prices Are Not Truly Tamed? Lessons from Canada and Sweden
If you know me, you know I have a thing for charts, especially those showing momentum in the macro cycle. Forget nominal levels; it’s the rate of...
1.1k Views
In Private Credit, It’s Peak Popularity — and Peak Worries
The podcast discusses the growth and evolution of Bain Capital Credit, highlighting the importance of logic and rational thinking for investors in...
Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
1.4k Views
Episode 70!!! NPUs!!!!!!!!
In this podcast, Paul Karazuba discusses the importance of NPUs in chip design for efficient processing of AI workloads in battery-powered devices.
639 Views
Corporations Learned The Maximum Amount They Can Charge For a Product
Odd Lots podcast explores pricing strategies, including McDonald's variable pricing based on ordering methods, with discussions on fairness, value...
705 Views