Nine-tenths of the money in daily circulation has been created by commercial banks. In this week’s episode Tim Phillips talks to Stephen Cecchetti (Brandeis University, CEPR) about what happens when new forms of digital money test that architecture.

This episode analyzes the technical architecture of the data science layer within fundamental hedge funds. Guest Matei Zatreanu, founder of System2, discusses the tension between generative AI and the search for outlier-driven alpha.

Patrick O'Shaughnessy sits down with Dan Loeb, the legendary investor and founder of Third Point. Dan shares his incredible evolution from a deep-value, event-driven credit investor to a dynamic capital allocator spanning equities, venture capital, and private credit. They dive into the current macro environment,…

What if the unit of account itself were indexed to consumer prices? Digitalization might finally make that approach viable at scale. Price stability, by design. Will we still need cash? Maybe not now, But if you never use it, it may not be there if the blackout comes.

“The crisis that we’re experiencing with the conflict in the Middle East is only going to reinforce the fact that climate will remain our clients’ and our top priority,” Jane Wadia, Head of Sustainability at AXA IM Core, tells Andy Craig, Co-Head of BNP Paribas AM's Investment Insights Centre.

Host Ethan sits down with Tom Costello, a veteran Quant PM formerly of Tudor Investment Corp and Moore Capital, to deconstruct what separates the top-tier "pod shops" from the bottom 40% of funds that fail to preserve capital.

Digital assets continue to evolve and become increasingly relevant for institutional portfolios. But how should investment decision-makers navigate allocations to this emerging asset class? In a recent webinar, Digital Assets experts from Fidelity International and Fidelity Digital Asset Management, explored how digital…

Digital assets continue to evolve and become increasingly relevant for institutional portfolios. But how should investment decision-makers navigate allocations to this emerging asset class? In a recent webinar, Digital Assets experts from Fidelity International and Fidelity Digital Asset Management, explored how digital…