About this episode
Jun 26
How to Find Sure Things on Kalshi | Prediction Markets #1
Episode Description:Prediction markets allow people to trade contracts tied to real-world events—from elections and weather to rocket launches, airport traffic, awards, and the words a public figure might use during a speech.But James argues that having an opinion isn’t enough. B ... Show More
22m 18s
Jun 25
Zynga Founder Mark Pincus: Why All New Fails + How to Copy to Millions
A Note from James:Mark Pincus is one of the true OGs of the internet. You probably know him as the founder of Zynga, the company behind FarmVille, Zynga Poker, and Words With Friends. Zynga was eventually acquired by Take-Two in a transaction valued at approximately $12.7 billion ... Show More
1h 21m
Jun 19
From the Archive: The 7 Techniques to Influence Anyone of Anything | Robert Cialdini
A Note from James:If I could tell my children to read one post of mine, it would be this post.Influence is how they will navigate a world of uncertainty.Robert Cialdini is the most influential person in the world. And by that I mean, he wrote the book Influence, which sold 3 mill ... Show More
1h 7m
Nov 2024
How inflationary are tariffs, really?
<p>President-elect Donald Trump has just announced “Day 1” tariffs on Mexico and Canada, in addition to previously promised tariffs on China. Tariffs will definitely affect domestic prices, but how much, and will they truly cause catastrophic inflation? Today on the show, guest h ... Show More
14m 41s
Mar 2025
Tariffs Are Screwing Your Wallet—Here’s How to Fight Back
Everything is getting more expensive, and it’s not just inflation. The U.S. just slapped massive tariffs on Mexico, Canada, and China, and that means your grocery bill, your next car, and even your favorite bottle of tequila are all about to cost way more. But why is this happeni ... Show More
32m 33s
Dec 2024
Worst. Tariffs. Ever. (update)
The Smoot Hawley Tariffs were a debacle that helped plunge America into the Great Depression. What can we learn from them?Today on the show, we tell the nearly 100-year-old story of Smoot and Hawley, that explains why Congress decided to delegate tariff power to the executive bra ... Show More
26m 32s
Dec 2024
What Investors Should Know About Trump’s Tariffs
3m 39s
Feb 2025
How Do Tariffs Affect Currencies?
4m 7s
Jul 2025
Fashion Braces for Impact as Trump Tariffs Returns
After turning to other matters for a few weeks, President Donald Trump has reignited his aggressive tariff strategy, threatening sweeping new duties on key fashion-producing nations starting Aug. 1, as well as a fresh set of new levies on the EU, Brazil, South Korea and other tra ... Show More
19m 28s
May 2025
Stephen Miran Talks Tariffs, Inflation
The White House's chief economist, Stephen Miran, believes that tariff increases will not have a lasting impact on US inflation, citing the limited effect of imports on the economy. “Imports are only 14% of the economy — the ability of those types of things to move the needle on ... Show More
7m 9s
Apr 2025
Tariffs: What are they good for?
What are tariffs good for?For years, mainstream economists have basically said: tariffs are not good. They are an import tax paid by consumers, they've said, and they discourage free trade, and we want more! Because free trade has broadly led to more global economic growth.But gl ... Show More
23m 28s
Jul 2025
Coming Soon: The Tariff Hit on Economic Data
U.S. tariffs have had limited impact so far on inflation and corporate earnings. Our Head of Corporate Credit Research Andrew Sheets explains why – and when – that might change.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the ... Show More
4m 25s
Apr 2025
Trump's Tariff Gamble EXPLAINED with Chamath
YERRR BONUS EP - the guys needed to get a breakdown of what was going on in the financial world so they brought in Chamath Palihapitiya from the All-In Podcast to explain to us what's going on with the tariffs, the economy, Trump and much much more. INDULGE 00:00 Rant! 00:43 What ... Show More
1h 36m
Notes from James:
I’ve been seeing a ton of misinformation lately about tariffs and inflation, so I had to set the record straight. People assume tariffs drive prices up across the board, but that’s just not how economics works. Inflation happens when money is printed, not when certain goods have price adjustments due to trade policies.
I explain why the cur ... Show More
<p>Our Global Head of Fixed Income and Thematic Research explains why President-elect Trump’s proposed tariff plans may look different than the policies that are ultimately put in place.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I ... Show More
<p>Our Head of Foreign Exchange & Emerging Markets Strategy James Lord discusses how much tariff-driven volatility investors can expect in currency markets this year.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I’m Jam ... Show More
