Mar 6
252: The K-Shaped Consumer Economy: GLP-1s, AI and the Future of Consumer Spending
The K-shaped consumer is redefining the outlook for the U.S. economy. While overall spending remains resilient, growth is increasingly concentrated among higher-income households, creating widening gaps across income levels. As policy shifts, AI adoption, and healthcare innovatio ... Show More
21m 16s
Feb 27
251: The Infrastructure Buildout and the Skilled Trades We’re Missing
Skilled trades are becoming one of the most important — and overlooked — drivers of the global infrastructure boom. As trillions of dollars flow into energy systems, transportation networks, telecoms, and AI data centers, the constraint is no longer just capital — it’s labor. The ... Show More
18m 7s
Sep 2024
Rakuten: Rewiring Japan's Digital Economy - [Business Breakdowns, EP.182]
Today, we are breaking down the Japanese internet conglomerate Rakuten. I'm joined by Matt Brett, the lead manager of the Japan Trust at Baillie Gifford, which has continuously invested in Rakuten since 2005. Rakuten is the unique Japanese conglomerate that wasn't started over a ... Show More
55m 18s
Oct 2025
Why Capitalism Stopped Working In Japan, with Takeo Hoshi
<p>The Japanese economy was once the envy of the world. By the 1980s, it looked set to surpass the United States in size. Real estate prices were high, the stock market was booming—the entire world was asking if Japan had found a superior model of economic growth and recovery aft ... Show More
47m 55s
Apr 2025
153. Steve Eisman, the Real-Life "Big Short" Investor, on Tariff Panic and Lessons From the 2008 Crisis
Send a textThis week on The Wall Street Skinny, we’re diving headfirst into one of the most volatile weeks in recent memory—and we brought backup. After a whiplash-inducing reversal in the bond and equity markets, Jen and Kristen break down how the tariff announcements are rippli ... Show More
1h 14m
Over the summer, The Bid brings back some of the best episodes from this year. Kicking off the series, hosts Oscar and Stevie take a look back on Is Japan At An Inflection Point?
Belinda Boa, Head of Active Investments for Asia Pacific at BlackRock joins Oscar to examine the prospects, challenges, and potential opportunities that may define Japan's future i ... Show More
<p>The Bank of Japan jolted global markets after its recent decision to raise interest rates. Our experts break down the effects the move could have on the country’s economy, currency and stock market.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p><strong>Chetan Ahya:< ... Show More
<p>Our Chief Asia and Emerging Market Equity Strategist reviews an up-and-down first quarter for markets across the region, and gives an update on which sectors investors should be eyeing. </p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome ... Show More
