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?
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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

China and traditional industrialisation-led development: the world was not enough

Earlier this month at the annual meetings of the American Economic Association in San Francisco, Justin Yifu Lin argued that China’s growth slowdown has been mainly the result of external and cyclical factors rather than structural transformation.

His case rests on the idea that other East Asian and emerging-market economies had also decelerated in recent years, some of which — Hong Kong, Singapore, Taiwan — do not have the same structural problems that are thought to plague China’s economy. Furthermore, Brazil’s decline has been much sharper than China’s, while India in 2012 also slowed dramatically before rebounding; China can rebound too. Read more

Alphachat: whether Davos matters, the end of privacy, and the economics of aging

A reminder that 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

Alphachat: America’s eBay for guns, the gadgets of CES, and predictions for 2016

Notes for today’s show: Read more

Merry Christmas, we’re out of here


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Alphachat: The FT’s US newsroom wraps up the year, looks ahead

Shannon and I have had blast hosting Alphachat this year, and we’re grateful for all the feedback from our listeners. Please let us know how we can make it even better next year over at www.ft.com/alphasurveyRead more

Alphachat: the life of a dissident Cuban economist; a Mexico-US free travel zone; “Hamilton”!

Please tell us how you think we can improve Alphachat at www.ft.com/alphasurveyRead more

Macro Live, Fed rate-rise special edition

Live markets commentary from FT.com