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1:06:07
Financing the American Revolution: Robert Morris and Independence
You've likely never heard of one of the most important founders of the American Revolution: Robert Morris, the Financier of the American Revolution.
Jul 1
•
Daniel Gamboa
and
Matt Harris
1
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The Rail Revolution: George Hudson and Railway Mania (Part 2)
Listen now | In the 1840s, Britain deployed more capital in railways than any nation had ever invested in anything outside of war.
Jun 8
•
Daniel Gamboa
and
Matt Harris
1
1:07:13
AI capex is massive and we've been here before
The only cycle that really compares to AI in terms of capital deployed, built a vast railway network across Britain in the 1840s
Jun 5
•
Matt Harris
3
1
The Rail Revolution: George Stephenson and the Birth of Railways (Part 1)
George Stephenson, the birth of the railway (steam, iron, coal, and capital) and how it resembles the AI boom
May 18
•
Daniel Gamboa
and
Matt Harris
2
1
1:09:13
The 80s on Wall Street: Howard Marks and Bruce Karsh Cultivate Cycles (Part 5)
The final chapter in our 80s on Wall Street series bridges the story from the rise of high yield bonds and leveraged buyouts to the birth of distressed…
Apr 7
•
Daniel Gamboa
and
Matt Harris
2
1:11:38
Bob McNally on Oil Price Volatility, OPEC, Energy Markets, and the Strait of Hormuz
Bob McNally on the history of oil price volatility, previous attempts at stabilizing it, how oil shapes the economy, and the outlook for the Strait of…
Mar 17
•
Daniel Gamboa
and
Matt Harris
5
1:07:53
The 80s on Wall Street: Fred Carr Bankrolls the Boom (Part 4)
Where did all the money that fueled the junk bond boom come from? Fred Carr's insurance company was as critical to the growth of the market as Michael…
Feb 26
•
Daniel Gamboa
and
Matt Harris
2
1:12:35
The 80s on Wall Street: KKR and The RJR Nabisco Battle (Part 3)
The most dramatic LBO in history: Henry Kravis from buyout specialist firm KKR vs Ross Johnson, CEO of RJR Nabisco, and his advisers including Shearson…
Feb 13
•
Daniel Gamboa
and
Matt Harris
3
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