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What Goes UpEpisodes
Episodes of What Goes Up
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China has driven GDP based on heavy capital investment. When, at some point, that ends, and China's GDP growth falls dramatically, what will happen to the rest of the world?Not that much, argues Michael Pettis. Pettis is a leading thinker on i
Howard French is the author of two books on Africa and three books on China, with one of those books being about China's booming ties with Africa. The more recent Africa book, "China's Second Continent," is about the million Chinese who have em
In this far-ranging discussion, historian and corporate consultant Kenneth J. DeWoskin places China's 40-year reform period in historical perspective and makes sense of campaigns like the China Dream and the Belt and Road Initiative against the
In this interview, Tim Bergin, a former bond trader, talks about why both stock and bond market valuations are stretched by at least $50 trillion and what will happen when that begins to unwind. He does not envision a crisis like that of 2008,
Bob Wittbrot writes and comments on global-economic and financial issues on his "Deep-Throat-IPO" blog. He is the founder and owner of Bob Wittbrot & Associates, the "best" (in his slightly biased opinion) Insurance Agency in Cleveland Ohio, as
Bob Wittbrot writes and comments on global-economic and financial issues on his "Deep-Throat-IPO" blog. He is the founder and owner of Bob Wittbrot & Associates, the "best" (in his slightly biased opinion) Insurance Agency in Cleveland Ohio, as
Sahm Adrangi is the founder and managing partner of Kerrisdale Capital Management. He is most known for short selling and publishing research. He first made a name for himself shorting Chinese companies, but has since broadened his approach to
Sahm Adrangi is the founder and managing partner of Kerrisdale Capital Management. He is most known for short selling and publishing research. He first made a name for himself shorting Chinese companies, but has since broadened his approach to
Roger Lowenstein is one of the great minds of the financial world and has been observing and writing about Wall Street now for four decades. Roger is author of a full shelf of best-selling books about Wall Street, from When Genius Failed to The
Roger Lowenstein is one of the great minds of the financial world and has been observing and writing about Wall Street now for four decades. Roger is author of a full shelf of best-selling books about Wall Street, from When Genius Failed to The
Sander Gerber's Hudson Bay Capital has been sailing unmoored by the troubles that have beset most hedge funds this year, and that is due to the Hudson Bay "system," a rigorous method for "avoiding beta." In this episode, Sander talks about that
Sander Gerber's Hudson Bay Capital has been sailing unmoored by the troubles that have beset most hedge funds this year, and that is due to the Hudson Bay "system," a rigorous method for "avoiding beta." In this episode, Sander talks about that
Since 2008, Jos Evans has been trading commodities. Few people on the planet know as much as he does about iron ore. In his trading career, he grew frustrated with the arcane world of Inter Dealer Brokers, the ~$6 billion industry that anonymiz
William Bao Bean knows more than almost anyone about the Chinese internet. Currently the Managing Director of Chinaccelerator, a start-up accelerator based in Shanghai, William has been helping Chinese tech companies get started for nearly 15 y
Jordan Moelis is one of a breed of young hedge fund managers--he founded Deep Field in his mid-twenties--who came up during the industry boom after the global financial crisis. Here he talks about some of the stresses and rewards of being direc
Snap-on's network of franchisees sell the premier line of auto-repair tool kits to mechanics all over America. But the market is pretty much saturated, and Snap-on is in denial. Since 2011, the company has committed that particularly American s
The price of food at the grocery store has been declining for two years and yet the price of the big packaged food companies on the stock exchanges has been rising. This opposition will not long stand. Evan Lorenz, one of the great financial jo
John Fichthorn, the founder of Dialectic Capital Management and now Head of Alternatives at B Riley, and John Barton, his long-time colleague and a Managing Director at B Riley, deeply experienced with finding, qualifying, and trading frauds, f
China is trying to avoid the fact that its growth is chained to an ever more irrational load of debt and that the debt-intensity of growth becomes higher every year. Brian McCarthy manages a fund predicated on the idea that, far from rebalancin
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