Investing
94 episodes
#6103: When AI Picks Your Spouse, Stocks, and Eggs
From $31 eggs to a ChatGPT-officiated wedding, people are handing real life decisions to machines — and publishing the results.
#6003: What Enterprises Actually Pay for AI Inference
Twelve and a half billion dollars in enterprise API spend — and nobody can tell you who spent it. Inside AI's most undocumented market.
#5947: Who Actually Trades on Polymarket?
Three percent of wallets drive 90% of Polymarket's volume — and most retail accounts quietly lose money. Here's who's really on the other side.
#5552: Why Ireland and Israel Feel Poorer Than Their GDP Says
Ireland ranks 2nd in the world by GDP per capita. Israel's prices rank 5th highest. Neither number tells you how wealthy life actually feels.
#5316: Living in a Building That Pretends to Be Full
The lobby is lit, the desk is staffed, the elevators run — but almost nobody lives there. What happens when a building performs occupancy?
#5223: Jerusalem's Ghost Towers and the Diaspora Buyer
10,340 unsold apartments, 15,000 ghost homes, and luxury towers pre-sold to buyers who visit twice a year. What is Jerusalem becoming?
#5122: Why a Private Jet Costs $200K (And Who Pays It)
A Tel Aviv to Hartford charter quote explained: positioning, fuel, fees, and the real math behind private aviation.
#4899: Budgeting for Word People, Not Spreadsheets
What if your brain processes words better than numbers? Here's how to budget without the spreadsheet dread.
#4655: The Market vs. The Economy: What's Missing
The stock market is the most watched institution in finance—but it might represent a minority of actual corporate activity. Here's what "the market...
#4654: Where the World's Trillions Actually Live
Pensions, sovereign funds, insurers — we break down the real hierarchy of global institutional money and how it's shifting.
#4652: Can Capitalism Fix What It Breaks?
Exploring whether impact investing can truly solve global problems—or if the profit motive's reliance on scarcity makes it structurally impossible.
#4408: What Latency Actually Buys in Trading
Why retail trading platforms advertise microsecond speeds — and why that spec doesn't matter for most traders.
#4407: How We Know Pension Funds Manage $56 Trillion
A deep dive into how pension funds became the world's largest capital pool and the hidden assumptions behind the numbers.
#4400: Who Actually Moves the Euro-Dollar Rate?
Trade flows are just 3-5% of FX volume. Here's what actually drives the euro-dollar price.
#4393: Should You Repair or Sell Your Old Car?
How to decide whether to fix your aging car or sell it, using real Israeli market numbers.
#4351: The Wholesale Price of Trust: LIBOR's Rise and Fall
Why banks borrow from each other overnight, how LIBOR became a fiction, and what SOFR means for global finance.
#4348: Beating Israel's Banking Oligopoly: Real Options
Israeli banks charge 5% per transaction. Here's how to get a US dollar card, better rates, and real customer service.
#4300: Why 2% Inflation Is a Policy Choice, Not a Law of Nature
Why central bankers fear zero inflation more than 2% — and who actually wins and loses.
#4074: Why Airlines Rent Their Planes (and Cargo Carriers Don't)
Over half the world's commercial jets are leased, not owned. Here's the financial logic behind dry leases, wet leases, and why FedEx buys.
#3840: Record VC But a Founder Drought? Inside the Split
Record $330B VC quarter, yet founders say fundraising is brutal. Here’s how AI concentration and LP shifts split the market.
#3708: Why Israelis Bet Everything on One Apartment
Why do so many Israelis treat a single apartment as their primary investment — and what does that do to the housing market?
#3660: From Tweak to Revolution: Fixing Capitalism
A spectrum of proposals from better disclosure to degrowth — mapping every idea for fixing or replacing capitalism.
#3552: Jerusalem Luxury Tower Math: Sell, Rent, or Airbnb?
A developer with 20 empty luxury units in Jerusalem faces four paths. Which one wins?
#3404: Debt Restructuring vs Refinancing Explained
How loan workouts, A-notes, and cash-out refis actually work — from distressed office towers to your home mortgage.