The transcript from this week’s MiB: Chris Davis, Davis Selected Advisors, is below. You can stream/download the full conversation, including the podcast extras on Apple iTunes, Overcast, Spotify, Google, Bloomberg, and Stitcher. All of our…

Yield-Curve Inversion Is Sending a MessageThe question is whether it’s saying anything meaningful about the odds of recession.Bloomberg, February 3, 2020       The yield curve just inverted — again. Driven by fears of a…

Everything You Need to Know About RecessionsSource: Visual Capitalist     Persuasive guide to what recessions look like via Visual Capitalist. What this does not capture is how emotions are manifest in the reaction to…

Yves here. This post from our colleagues at MacroBusiness looks at the economic impact of the coronavirus, first on China, then the knock-on effects around the globe. Skeptics have long thought that China’s high levels…

On the one hand, we Americans are hardly ones to talk about empty posturing, usually accompanied with moral indignation and finger-wagging. On the other hand, it isn’t just that the Government’s approach to Brexit has…

Scott Galloway on Antitrust, election interference, the future of Amazon and more Click to watch video.Source: Digital Content Next     Prof Scott Galloway discusses the government’s largely ineffectual efforts to rein in the power…