Drybar founder Alli Webb discusses her new book 'The Messy Truth' and the challenges of growing the popular blow dry salon chain. They talk about the experience economy, raising money, selecting retail locations, and operating a business in 2023. They also introduce 'Squeeze', a dry bar for massages with over 80 locations nationwide.

China's recent breakthrough in chip technology and its rapid progress in the semiconductor industry despite export restrictions and restrictions on American semi cap companies. The discussion also highlights China's aggressive industrial policies, the potential for dominance in the chip industry, and the disruptive impact on the semiconductor industry structure. Additionally, the chapter explores the distorted incentive structure in Chinese companies and the efforts to develop own AI models and access high-quality chips.

Apartment buildings in commercial real estate are facing strains with surging rates, insurance and operating costs, and falling rents. Lee Everett from Waterton discusses the multi-family deal binge in 2021 leading to a hangover. The state of rents in commercial real estate varies from charts showing decreasing prices to personal experiences. Sustainability, cap rates, and underwriting factors are explored. The commercial real estate market reckoning is attributed to unrealistic rent expectations, household formation saturation, and rising insurance costs. The UAE's diverse focus on the economy and investments in fintech and tourism is discussed. Potential catalysts for commercial real estate losses and the challenges faced by lenders are examined. The podcast wraps up with an interview on sustainable asset finance and a sponsor segment.

The podcast explores the relationship between dead malls and the future of commercial real estate, highlighting the challenges faced by shopping malls and the office market. It discusses the contrasting fates of two malls in Texas, the pressures on class A commercial real estate properties, the decline in valuation of commercial real estate, and the challenge of converting office spaces to residential properties. It also touches on the importance of retail market demand, underinvestment in properties, the diverse UAE economy, and the role of AI in enhancing creativity.

In this episode, Brad Setser, expert in economics and financial markets, discusses Argentina's economic challenges, including frequent defaults and inflation, and explores the potential for dollarization. The conversation also covers the appointment of a new finance minister, the success of dollarization in Ecuador and Panama, and the challenges faced in restructuring Argentina's bonds.

Josh Younger, senior adviser at the Federal Reserve Bank of New York, discusses the complex nature of managing deposit and interest rate risk for banks. The podcast explores the stickiness and duration of bank deposits, deposit betas and banks' timing of higher rates, long-term stability and reactivity of deposits, managing interest rate risk, the relationship between deposit mix and assets, and the impact of deposit duration on bank lending.

A recent lawsuit could change how Realtors get paid, as it revealed collusion to inflate commissions. The podcast explores the structure and incentives of brokers, the impact of online platforms, and potential changes to the buying and selling of homes. It also discusses alternative payment models, potential remedies, and the implications on the real estate broker industry. Additionally, it delves into the opaqueness of the housing market, the role of the MLS, and the potential for unbundling Realtor services.

2023 recession didn't happen; Optimism for a soft landing in 2024; Alternative indicators for predicting recessions; Consequences of bank capital rules; Impact of COVID-19 on global inflation and fiscal response; Concerns about deficit and resilience of consumer spending.

The creator of Magic the Gathering discusses the game's early success and how they tackled the issue of expensive cards. They explore the economic aspects of Magic, the evolution of the cards' monetary value, and the decision to flood the market. The hosts also talk about their favorite Magic cards and the creation of a new gaming company. Lastly, they discuss favorite games, innovative game development, and the concept of disruption in business, politics, and society.

The podcast discusses the challenges facing the US offshore wind industry, including recent setbacks and cancellations in projects. It explores the impact of rising costs, supply chain constraints, and permitting processes. The hosts also highlight the importance of the industry in achieving clean energy goals and potential solutions to bring down costs.