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Frühere Episoden

• From Assets to Alpha: David Kostin on US Equities 04.12.2025
• What’s Driving the Surge in Deal-Making? 24.11.2025
• The Fed's Tightrope: Inflation, Labor, and the Path Ahead 18.11.2025
• Are AI Bubble Concerns Warranted or Overblown? 11.11.2025
• China's Economy: Reasons for Optimism 05.11.2025
• Macro Challenges and Credit Opportunities: Davidson Kempner’s Tony Yoseloff 31.10.2025
• Gold, Oil, and Rare Earths: Commodities on the Move 28.10.2025
• ‘Culture is Everything’: Sixth Street’s Alan Waxman on Flexibility and Alpha 24.10.2025
• Making Sense of Weak Job Growth Alongside Solid GDP Growth 22.10.2025
• ‘The Technology Opportunity of Our Lifetimes’: Bessemer's Byron Deeter 17.10.2025
• The Rise of Secondaries: Unlocking Liquidity in Private Markets 14.10.2025
• The Shutdown’s Economic Impact 08.10.2025
• AI Exchanges: The Role of Data 30.09.2025
• How Reliable is Economic Data? 25.09.2025
• The Healthcare Outlook: Macro Challenges and Biotech Innovations 18.09.2025
• The Growth Playbook: Goldman Sachs’ Darren Cohen on Building a Growth Investing Platform 09.09.2025
• After a Summer of Stablecoins, What’s Next? 02.09.2025
• Paid to Sweat: Centerbridge's Jeff Aronson on the Growth of Private Markets 19.08.2025
• Searching for Signals: BlackRock’s Raffaele Savi on the Future of Systematic Investing 12.08.2025
• Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies 07.08.2025