The $100 billion opportunity: How anti-o...

Managing Partner and CIO Nicolas Giauque of Farallon Capital—a multi-strategy firm founded 40 years ago—talks about the investing opportunities he sees today and his view of the current market environment. This episode was recorded on April 9, 2026. The opinions and views express ... Show More

Apollo Global Management President Jim Zelter talks about the unprecedented surge in capital expenditures, the future of private credit, and where he’s seeing investment opportunities around the world. This episode was recorded on March 11, 2026. The opinions and views expressed ... Show More

Goldman Sachs Research’s Dominic Wilson discusses the impact of the Iran conflict—including the US blockade of the Strait of Hormuz—on global markets. In discussion with Exchanges Host Allison Nathan, he explores the market reactions, risks, and the outlook for equities, rates, c ... Show More

It’s become a multibillion-dollar business: weight loss drugs. Demand is high, as is the cost. How did medications like Ozempic, Wegovy, Mounjaro and Zepbound become so popular and so profitable? And what kind of impact might they have on the future of food and healthcare? Dr. Sa ... Show More

Antibiotics stopped providing big gains for pharmaceutical companies decades ago, but as bacteria become more resistant to drugs, the world needs new classes of antibiotics to be discovered if we want to prevent the next global health crisis.Dr Tina Joshi, Associate Professor of ... Show More

How much harm has been done by decades of governments investing too little? Is buy-now-pay-later causing misery or joy for young shoppers? Are supermarkets cutting prices fast enough? Is Novo Nordisk’s anti obesity wonder drug Semaglutide the most important pharmaceutical discove ... Show More

Brian Beitner of Chautauqua Capital Management says that investors are risk-on right now -- despite a market and global economy that could have trouble shaking off the impacts of coronavirus -- at a time when they likely should be risk-off, meaning more conservative and fearful o ... Show More

In this episode, Youngme, Mihir and Felix discuss antitrust and whether we should be concerned about the size of the big tech companies; debate the propriety of corporate lobbying; and offer their After Hours Picks for the week. Hosted on Acast. See acast.com/privacy for more inf ... Show More

Dustin Lemick, founder and CEO of insurance technology company BriteCo, shares his insights on the recent festive shopping season in a conversation we recorded on December 20. Plus: How lab-grown pricing impacts insurance.