Alphachat: Guy Debelle on the Fed, China, and FX

Guest: Guy Debelle, assistant governor (financial markets), RBA  Read more

Podcast: our long chat with Paul Volcker (plus transcript and highlights)

This episode is a two-part chat with Paul Volcker.

In the first part we discuss his intellectual influences and early career, during which he shuffled between the New York Fed, Chase Manhattan, and the US Treasury department. We end with his under-appreciated role in the conclusion of the Bretton Woods monetary system during his time as Treasury undersecretary for monetary affairs in the early 1970s. Read more

Alphachat: private equity’s mark-to-fantasy problem, and the political economy of gangster states

Alphachat is available on Acast, iTunes and Stitcher. Read more

Alphachat: oil and savings; and tax havens in… South Dakota?

Alphachat is available on Acast, iTunes and Stitcher. Read more

Podcast: Brad DeLong on Hamiltonian economics and US economic history

Alphachatterbox is available on Acast, iTunes, and Stitcher. Read more

Alphachat: behavioural economics at work; positional goods

Alphachat is available on Acast, iTunes and Stitcher. Read more

NGDP volatility and resistance to helicopter drops

A new angle worth passing along from James Sweeney & crew at Credit Suisse — start here:

In our view, policymakers’ toolkits can still work. Even where monetary policy seems most ineffective, higher inflation is achievable through radical measures such as fiscal/monetary cooperation. Read more

Alphachat: Under-appreciated moments in economic history; mid-career switches; “The Age of Stagnation”

Alphachat is available on Acast, iTunes, and Stitcher. Read more

Alphachat: alternative data mining, earnings season, and Meb Faber on hedge funds

Alphachat is available on Acast, iTunes, and Stitcher. Read more

Alphachat: the psychology and study of expertise; and the future for Disney

Introduction — preview of longform interview with Emily Oster
[00:00 - 8:18]
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Alphachat: CEO humiliation; the future of wearables; and the problems at Valeant and Theranos

Alphachat is available on Acast, iTunes, and Stitcher. Read more

Charles Kenny on trade adjustment, deindustrialisation, development and more (full transcript)

Alphachatterbox is available on Acast, iTunes, and Stitcher. Read more

Alphachat: the Cuban economy, and Caroline Freund on emerging-market billionaires

Alphachat is available on Acast, iTunes, and Stitcher. Read more

The US and Cuba: incrementalism, reversal risk and the Dictator’s Dilemma

To analogise the ongoing diplomatic maneuvering between the US and Cuba to a scenario of mutual hostage-taking doesn’t sound charitable, but it might be the best framework for understanding a relationship long defined by its baffling surrealism.

And it’s a useful lens through which to see not only President Obama’s visit to the island, the first by a sitting US president in almost nine decades, but also the specific actions taken by each side in the time since the intent to normalise relations was first announced on 17 December 2014. Read more

Alphachat: why open-plan offices are terrible; new geopolitical risks; and global female labour force participation

Alphachat is available on Acast, iTunes, and Stitcher. Read more

Macro Live, FOMC edition

Live markets commentary from FT.com 

US Macro Live, FOMC statement and presser edition

Matt Klein and I will be hosting a special edition of Macro Live to cover the release the of the FOMC statement and the Janet Yellen presser.

We’ll be starting at 1:55pm EST (that’s 5:55pm in London), and you can join us at the usual placeRead more

Alphachat: dodgy corporate jet use, NGDP targeting, and the battle over IEX

Alphachat is available on Acast, iTunes, and Stitcher. Read more

Productivity and innovation stagnation, past and future: an epic compendium of recent views

Maybe you’re aware that productivity growth has been abysmal in recent years.

Maybe you’ve even read Robert Gordon’s new book — or just one of the many summaries and critical reviews — and you worry gravely about what this means for future living standards. Read more

Clay Shirky and Emily Parker on Xiaomi, technology and information flows in China (updated with transcript)

Click above for the full transcript of my recent podcast episode with Clay Shirky, author of Little Rice: Smartphones, Xiaomi, and the Chinese Dream, and Emily Parker, author of Now I Know Who My Comrades AreRead more

Alphachat: Super Tuesday, money in politics, and what happened to the “libertarian moment”?

Here comes Super Tuesday
[01:18 - 07:51]
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Alphachat: A new hemp SEF; AI investing; Mohamed El-Erian’s new book

A new hemp derivatives market?
 Read more

Podcast: Clay Shirky and Emily Parker on Xiaomi, technology, and information flows in China

Alphachatterbox is available on Acast, iTunes, and Stitcher. Read more

Podcast: Simon Kuper’s panel on the cultural forces of football

Alphachatterbox is available on Acast, iTunes, and Stitcher.

We’re pleased to present this special edition of Alphachatterbox, our longform podcast. The episode is a recording of a recent panel about football and culture hosted by our colleague Simon KuperRead more

Our chat with Michael Pettis (updated with full transcript)

Click above to open the transcript (pdf file) of our recent podcast conversation with Michael Pettis, recorded the week before last. Read more

Alphachat: the legacy of China’s one-child policy; and the fall of Theranos

Alphachat is available on Acast, iTunes, and Stitcher. Read more

Alphachat: Michael Pettis on the Chinese economy, plus the US election and conservative talk radio

Alphachat is available on Acast, iTunes, and Stitcher. Read more

“The Donald Trump Candidacy” and moderate myths

Donald Trump didn’t win Iowa, and it’s anybody’s guess whether his strength in the national polls will translate into actual victories throughout the primary season. Whatever does happen, his candidacy has been fascinating even beyond his manic, hyperbolic utterances and his peculiar mix of toxic and centrist policy ideas.

Can anything be learned from his emergence and the surprising resilience of his popularity with a sizable share of Republicans, regardless of whether it continues? Read more

Alphachat: Mauboussin on short-termism; millenials staying put; Perella vs Kramer

Alphachat is available on Acast, iTunes, and Stitcher. Read more

Alphachat: cyber-security, Detroit vs Silicon Valley, and markets mayhem

You’ll have a chance to win a Kindle by recommending ways to improve Alphachat at www.ft.com/alphasurvey. Help us out! Read more