Senior portfolio manager, Ben Emons, discusses the macro impact and risks of private credit. Topics include the alpha of private credit, comparisons to bank lending, and potential risks to the broader system.

Craig Fuller, Founder and CEO of FreightWaves, discusses the impact of recent attacks by Yemen-based Houthi rebels on commercial vessels in the Red Sea. He also talks about the broader logistics landscape, including the rise and fall of digital freight brokerages, and the 2023 'bloodbath' for trucking firms.

The hosts discuss surprising insights on topics like the Jones Act's impact on offshore wind and the origin of Eurodollars. They also cover funny stories on user error issues, software design challenges, and sponsorship ads. The podcast explores auditing valuable metals, increasing insurance rates, and the challenges of office to residential conversions. It analyzes the current state of the housing market and contrasts policies in China. Finally, it delves into the impact of the Jones Act on the US offshore wind industry.

Brad Jacobs, founder of multi-billion dollar companies, discusses his new venture in the building products distribution industry. He explores technological opportunities, company structure, shareholder feedback, infrastructure spending, automation in freight brokerage, importance of pricing power, and attractive businesses lacking capital.

In this special holiday episode, Joe and Tracy answer listener questions ranging from personal to editorial. They discuss topics such as Tracy's coal, big stories they want to cover more, crypto games, Austrian economics, UAE's economy, FedNow program, and express gratitude to listeners.

The podcast discusses incorrect predictions of a recession in the US economy in 2023. It explores conflicting signals and reasons for the economy's overall direction. The episode features an interview with Anna Wong, chief US economist for Bloomberg Economics, who talks about her thoughts on the economy and what she's looking out for next year. It also examines unexpected economic events of 2023, diversified economy and investments, drop in core PCE, unemployment rates, the debate between hard and soft data, and explores a historical recession and its significance.

The podcast discusses a range of interesting topics including the Israel-Hamas War, Fed Chair Jay Powell's speech, President Biden's re-election fight, Bitcoin's performance, US-China relations, homebuying challenges, US diplomacy in the Middle East, and the ECB decision date.

A county in Maryland is reframing public housing by creating modern-looking apartments with amenities. They discuss the perpetual supply shortages and the impact of interest rates on housing prices. Montgomery County's unique financing method for affordable homes and replicating this model are explored. Utilizing municipal finance tools to lower capital costs and increase public ownership is discussed. They touch on the challenges and confidence in building affordable homes in a diverse economy. The advantages and constraints of government involvement in affordable housing initiatives are explored. A brief mention of climate change challenges and ESG is made.

Baseball superstar Shohei Ohtani discusses his groundbreaking $700 million contract with the Los Angeles Dodgers. The hosts analyze the payment structure, funding sources, and Ohtani's marketability. They also explore the impact on the Dodgers and the future of baseball. Additionally, they delve into the Federal Reserve's view on inflation and interest rates and discuss the potential growth of the Asian audience in major league baseball.

Sweetgreen, the popular fast food salad restaurant, discusses its strategy for deciding what to sell and competing against other fast casual chains. Topics include the switch to higher quality oils, sourcing directly from farmers, menu design and ingredient selection, seasonal sales and introduction of protein plates, automating the food service sector, and exploring the potential productivity gains from robots in the service industry.