Podcasts by What Goes Up

What a Decline in China Will Mean for the World from 2018-03-04T12:00

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...

China in Africa from 2018-02-09T12:00

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 Co...

Will China Replace the US? from 2018-01-26T12:00

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 ...

The $53 Trillion Pricing Problem from 2018-01-12T12:00

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....

Deep Throat IPO from 2017-12-02T05:26

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 Wit...

The Short Activist from 2017-11-10T12:00

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 c...

Roger Lowenstein from 2017-10-20T12:00

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...

Method Investing from 2017-10-06T08:59

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 "avoidi...

Disrupting Brokerage from 2017-09-22T07:53

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 Deal...

"Constantly Reinventing Yourself" from 2017-09-08T16:05

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 ...

Investing in Entertainment from 2017-08-25T13:36

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 abo...

Snap-on Your Parachute from 2017-08-12T10:29

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 ...

Big Food Getting Smaller from 2017-07-29T00:00

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...

The Everything Bubble from 2017-07-17T10:12

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 experienc...

The RMB: an"insanely convex trade" from 2017-07-06T05:58

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 fun...