This holiday week, All Else Equal is looking back at its episode on the growth of private equity with Ludovic Phalippou.
Private markets have taken off in the last couple decades, with more investors opting to invest in private equity and debt instead of public markets. But what caused that shift? And are the private markets really a better bet right now, ... Show More
Oct 29
Ep67 Real Talk on Rent Control: Its Pros and Cons
<p>As the 2025 municipal elections approach, the New York City mayoral race has garnered national buzz, with one issue particularly capturing attention: rent control. </p><p>On this episode, hosts and finance professors Jonathan Berk and Jules van Binsbergen explore and unpack th ... Show More
27m 26s
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US.
Recorded on Feb 3rd, 2025
Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ray Dalio is a renowned investor, hedge fund manager, an ... Show More
1h 46m
Nov 2024
Anthony Scaramucci: Elon, DOGE & America’s Fate Under New Leadership (w/ Salim Ismail) | EP #132
In this episode, Peter, Salim, and Anthony discuss the future of the Department of Government Efficiency, how long Elon will last in the White House, and how the new Administration should handle Bitcoin.
Recorded on Nov 20th, 2024
Views are my own thoughts; not Financial, Medica ... Show More
1h 47m
May 2025
BCG Presents: The CEO Radar
Financial analysts were far more prepared than most CEOs for the US tariffs announced on April 2. Analysts, who serve as a proxy for the financial markets, anticipated tariffs would soon be an enormous issue, mentioning the topic 62% more often than did CEOs during Q1 earnings ca ... Show More
21m 40s
Apr 2025
246. Alok Sama on corporate finance in the fast lane
Alok Sama spent years in corporate finance and as a managing director at Morgan Stanley before joining Softbank as CFO and plunging into founder-CEO Masayoshi Son’s world of high-speed, high-risk decision making. For Sama, the shift involved many eye-opening experiences, which he ... Show More
46m 58s
Apr 2025
Kenneth Rogoff: Tariff Impacts, The Dollar's Future and Global Economic Shifts
What challenges lie ahead for the global economy in an era of rising tariffs and geopolitical tension? In this episode, Nicolai Tangen speaks with Kenneth Rogoff, renowned economist and co-author of the seminal book "This Time Is Different," about the shifting economic landscape. ... Show More
1h 9m
May 2025
BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582
Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of ada ... Show More
45m 35s