Episodes

  • The Best Of Recommendations
    Mar 27 2024

    Revisit some of Felix and Mihir’s recommendations.

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    33 mins
  • The Best Of After Hours - TikTok & Sports
    Mar 20 2024

    Revisit Felix and Mihir’s discussion about TikTok bans and why sports have become so valuable.

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    32 mins
  • March 13, 2024
    Mar 13 2024

    Mihir, Felix and NYU’s Dolly Chugh discuss the pressure on business leaders to conform to the demands of woke capitalism. Should you give in? Push back? What are the risks and rewards? Also: Feeling low lately? Chances are you are just getting older. We speculate why most people go through some sort of midlife crisis and talk about ways to better cope with life’s seemingly inevitable ups and downs. (Originally aired Nov. 2, 2022)

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    34 mins
  • ICYMI: The Promise and Peril of AI
    Mar 6 2024

    In case you missed it: In this episode, Felix, Sarah and Mihir discuss Chat GPT, if AI is truly transformational, the future of search, and how to digitally detox from all this AI talk. (Originally aired March 1, 2023).

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    37 mins
  • Our Predictions for 2024
    Dec 27 2023

    What’s in store for 2024? Mihir and Felix are back with their celebrated predictions episode. Will OPEC implode? Are quant funds in trouble? What’s Argentina’s future? Can inflation in the U.S. really sink to 2%? Is plastic the new asbestos? Who will acquire Electronic Arts? Is AIML a verb? Listen in as the hosts (foolishly) predict what the new year will bring.

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    49 mins
  • The Stories of 2023
    Dec 20 2023

    Felix and Mihir reflect on the most important stories of 2023 including the remarkable rise of AI, the revolution in life sciences, the rising power of employees, the trial of SBF, how product market strategies are reflecting shifting financial logics, the reasons for increased warfare, the disjunction between financial markets and the real economy, the shocking rise of school absenteeism and the wonder of Simone Biles. 

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    52 mins
  • Appreciating Late Bloomers and a Big Bank
    Dec 13 2023

    Felix and Mihir discuss how JPMorgan has managed to succeed where others fail and how late bloomers manage to succeed after sometimes failing. 

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    35 mins
  • Magnificent Markets and Conflict on Campus
    Dec 6 2023

    Felix and Mihir discuss the meaning and impact of the increasing concentration of stock market performance via the “Magnificent 7” and the source and resolution of conflicts on campuses. 

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    42 mins