Beste Jason Koo podcasts (2024)

1
Catching Bad Guys using Graph Entity Resolution with Paco Nathan 46:31

2d ago46:31

46:31

Speaker Resources: Neo4j+Senzing Tutorial: https://neo4j.com/developer-blog/entity-resolved-knowledge-graphs/#neo4j When GraphRAG Goes Bad: A Study in Why you Cannot Afford to Ignore Entity Resolution (Dr. Clair Sullivan): https://www.linkedin.com/pulse/when-graphrag-goesbad-study-why-you-cannot-afford-ignore-sullivan-7ymnc/ Paco’s NODES 2024 sessi…

1
What the Nuclear Power Revival Means for the Price of Uranium 44:30

2d ago44:30

44:30

There's something of a uranium cult out there: the investors and traders who believe that nuclear is the future of energy, and therefore this crucial commodity will end up being a huge winner. And over the last several years, the price has gone up substantially. But what are the economics of the uranium market? And how sensitive is it to some of th…

1
Big Take Asia: The US Pledged to Contain China’s Tech Ambitions. It’s Not Working. 15:28

2d ago15:28

15:28

China is making steady progress in its quest to dominate key industries of the future, despite years of US tariffs, export controls and sanctions. Check out this special episode of Bloomberg's Big Take Asia podcast, as hosts K. Oanh Ha talks to Bloomberg News correspondent Rebecca Choong Wilkins about how the US is struggling to curb Beijing’s tech…

1
Years of Restrictions Didn't Slow China's Quest for Tech Dominance 42:09

3d ago42:09

42:09

In 2015, China identified several key industries of the future for which it aimed to compete at the technological frontier. The 'Made in China 2025' plan included expansion in things like EVs, solar power, batteries, semiconductors, AI, and drones. But now, 2025 is almost here and China's progress has been remarkable across several of these categor…

1
Why Home Insurance in Florida Is a Mess 43:00

6d ago43:00

43:00

Florida has been struck by two big hurricanes this year, setting off a wave of damage and, of course, new insurance claims. As we all know by now, insurance rates in places like Florida, Louisiana, and California have jumped in recent years thanks to a combination of more natural disasters, higher replacement costs, and other factors. But Florida h…

1
Listen Now: The Deal with Alex Rodriguez and Jason Kelly 1:38

7d ago1:38

1:38

When sports, business and culture collide, there’s often a deal to be made. Join Alex Rodriguez and Bloomberg correspondent Jason Kelly as they get the inside track from corporate titans, sports champions and game-changing entrepreneurs on investing, strategy, reinvention and the ones that got away. The Deal is a Bloomberg Podcasts and Bloomberg Or…

1
Lots More on the Ongoing Mess That Is Boeing 21:45

9d ago21:45

21:45

Shares of Boeing, America's biggest aerospace manufacturer, have plummeted 40% so far this year. The company is facing a string of challenges, including fatal crashes of its 737 Max jet, a door blowing off another 737 aircraft, striking workers, and difficulties ramping up production. That's opened up some pretty existential questions for the compa…

1
How Banks and Private Credit Became the Best of Frenemies 42:28

10d ago42:28

42:28

By now, everyone knows that private credit is a hot market. What's less known is that banks want in on it too. It's an odd state of affairs given that both these entities are in the business of making loans, so in theory they should be competing against each other. But instead we're seeing a bunch of deals, with more than a dozen big banks teaming …

1
Why Mortgage Rates Went Up After the Fed's Big Cut 35:16

13d ago35:16

35:16

On September 18, the Federal Reserve kicked off the cutting cycle by reducing overnight rates by 50 basis points. Since then, mortgage rates have gone higher. This is not obviously an intuitive thing to happen. The point of a rate cut is to stimulate the economy by reducing the cost to borrow. And people generally know that interest rates and mortg…

1
Meb Faber on the Big Bear Market in Diversification and Tactical Allocation 50:44

16d ago50:44

50:44

For decades, investors have been told that diversifying is a good thing. You should hold a basket of stocks across different sectors and geographies, plus bonds, maybe some commodities or real estate, and so on. But, it turns out that you probably would have done better if you just bought large-cap US stocks in the form of an S&P 500 ETF like SPY. …

1
Richard Koo and Zichen Wang on What Just Happened in China 1:18:11

17d ago1:18:11

1:18:11

In September, Chinese policymakers shocked the markets by unveiling a set of stimulus measures designed to boost the economy and bolster the real estate market. While it's too soon to know whether the announcements will be successful, the stock market took off like a rocket in the wake of the news. Since the initial unveiling, further efforts have …

1
Apollo Explains How Big Tech Is Disrupting Credit Markets 46:47

20d ago46:47

46:47

Big tech stocks have had an enormous impact on the stock market, with Magnificent 7 companies like Apple, Microsoft and Nvidia now dominating equity indices and basically dictating the path of benchmark returns. And of course, there's been loads of discussion about the real transformational value of AI and whether it's all going to end up being one…

1
The ROI Rules of AI: Sirion's Legal AI (Sponsored Content) 10:05

21d ago10:05

10:05

What if your contracts could be a roadmap to running your business – the first step in managing your relationships with your suppliers and clients? That’s the function of Sirion, a contract lifecycle management software for in-house legal departments. This episode of The ROI Rules of AI explores how Sirion has recently been upgraded with generative…

1
Austan Goolsbee on How This Cycle Turned Out To Be So Different 46:19

23d ago46:19

46:19

In 2022 and 2023, the Federal Reserve basically had one focus: defeating inflation. That's now changed. Keeping inflation at bay is still important, but the Fed is now attuned to labor market risks as well. On this episode of the podcast, we speak with Chicago Fed President Austan Goolsbee about how the US economy achieved something that almost nob…

1
The Ultra-Rich Are Building a Separate World Here on Earth 45:42

24d ago45:42

45:42

In recent years, we've seen the emergence of cities whose main industry is that they're a great place to live if you're rich. Dubai would be the ultimate example of this dynamic. But it's not just Dubai. Lots of cities, all around the world, exist to cater to the wealthy, with a set of laws and taxation schemes that act like a magnet for global wea…

1
The Math That Explains How Multi-Strategy Hedge Funds Make Money 56:56

27d ago56:56

56:56

Multi-strategy hedge funds are still all the rage on Wall Street, but what does it actually mean to be a pod shop and how are they being set up? On this episode, we speak with Dan Morillo, co-founder of Freestone Grove Partners and formerly a partner and head of equity quantitative research at Citadel (one of the most successful multi-strats out th…

1
Lots More on the Ongoing Mess That Is Intel 30:47

1M ago30:47

30:47

The US is in the midst of a big effort to bring more semiconductor manufacturing onshore. Intel is the biggest US semiconductor manufacturer. There's just one problem. Intel has really been struggling to get its fab operations up and running in a timely, efficient manner. So what's the problem, and can the company turn things around? On this episod…

1
The Big Tax Hike Coming in Just Over a Year 49:31

1M ago49:31

49:31

In 2017, Congress passed the Tax Cuts and Jobs Act, which may be better known as the Trump tax cuts. Due to the way fiscal policy works in the United States, a large component of the bill was temporary. And starting in 2026, millions of households are due to see higher taxes if the bill isn't extended or a new one is passed. Regardless of who wins …

1
Graph Visualization and Storytelling with Michela Ledwidge 50:19

1M ago50:19

50:19

Speaker Resources: Mod: https://mod.studio/rd/grapho/ Michela's NODES 2024 session: https://neo4j.com/nodes2024/agenda/spatial-graph-visualisation-and-storytelling-with-grapho-xr/ NeoDash: https://neo4j.com/labs/neodash/ Tools of the Month: Google Notebook LM: https://notebooklm.google/ HeyGen (AI Digital Avatar): https://www.heygen.com IntelliJ ID…

1
Jigar Shah on the Three Big Things Driving the Nuclear Energy Revival 45:26

1M ago45:26

45:26

Earlier this month, we got the surprising headline that the shuttered nuclear reactor at Three Mile Island will be restarted. Of course, Three Mile Island was the site of a famous disaster in 1979 — one of the incidents that contributed to the US pulling back on the construction of new nuclear plants. This particular reactor was shuttered in 2019, …

1
Lots More on Potentially Massive East Coast Port Strikes 25:03

1M ago25:03

25:03

Look out. Supply chains are back in the news. As soon as next week, workers at all of the ports on the US East Coast could go on strike, crippling trade across a range of industrial and agricultural parts of the economy. So what's at stake? What do the workers want? Is there any prospect of the US government heading it off? On this episode, we spea…

1
This Is How Industrial Policy Can Go Bad 49:39

1M ago49:39

49:39

Right now, industrial policy is back in vogue in the US. The administration is making an effort at reviving specific sectors, notably in areas of clean energy and semiconductors. But despite all of the money being spent on subsidies of various sorts, there's no guarantee it will actually work. If it were easy, every country would do it. So what are…

1
Ariel Investments' John Rogers on How You Can Still Win With Value Investing 42:12

1M ago42:12

42:12

These days if you talk to people about the stock market, they might talk to you about the effect of the Fed. Or they'll talk about the Mag 7 and AI capex spend. Or they'll extoll the virtues of passive, low-cost investing. It seems like you hear less and less about the art of security selection: Finding cheap diamonds in the rough that have been ov…

1
Lots More With Sam Ro on the Booming World of RIAs 25:54

1M ago25:54

25:54

The Future Proof Festival takes place right on the beach in Huntington Beach, California. Thousands of registered investment advisors from all over the country come to talk shop, take pitches from vendors, eat tacos, drink beer, and listen to a concert from Third Eye Blind. On this Lots More, we talk with Sam Ro, the author of the Tker.co newslette…

1
The Next Stage of the Credit Cycle with Oaktree’s Poli 47:37

2M ago47:37

47:37

This week, the Fed cut benchmark rates by 50 basis points. Lower financing costs should be a relief for companies that need to borrow in the form of bonds or loans. But, the weird thing about the previous few years of high rates and high inflation is how much corporate credit has defied expectations. While defaults increased slightly, there wasn’t …

1
Pimco CIO Dan Ivascyn on the Biggest Fed Decision in Years 46:46

2M ago46:46

46:46

It’s Fed Day, and while everyone expects the central bank to cut benchmark interest rates, the key question is by how much? Will it be 25 basis points or 50? Investors are evenly split between the two possibilities, setting up one of the most uncertain meetings ever. So what does a big bond manager do on a day like this? In this episode, we speak w…

Podcasts die het beluisteren waard zijn

Jason Koo Podcasts

Podcasts die het beluisteren waard zijn

1
GraphStuff.FM: The Neo4j Graph Database Developer Podcast

Jason Koo, Jennifer Reif, Andreas Kollegger, Alison Cossette

1
Odd Lots

Bloomberg

1
Catching Bad Guys using Graph Entity Resolution with Paco Nathan 46:31

1
What the Nuclear Power Revival Means for the Price of Uranium 44:30

1
Big Take Asia: The US Pledged to Contain China’s Tech Ambitions. It’s Not Working. 15:28

1
Years of Restrictions Didn't Slow China's Quest for Tech Dominance 42:09

1
Why Home Insurance in Florida Is a Mess 43:00

1
Listen Now: The Deal with Alex Rodriguez and Jason Kelly 1:38

1
Lots More on the Ongoing Mess That Is Boeing 21:45

1
How Banks and Private Credit Became the Best of Frenemies 42:28

1
Why Mortgage Rates Went Up After the Fed's Big Cut 35:16

1
Meb Faber on the Big Bear Market in Diversification and Tactical Allocation 50:44

1
Richard Koo and Zichen Wang on What Just Happened in China 1:18:11

1
Apollo Explains How Big Tech Is Disrupting Credit Markets 46:47

1
The ROI Rules of AI: Sirion's Legal AI (Sponsored Content) 10:05

1
Austan Goolsbee on How This Cycle Turned Out To Be So Different 46:19

1
The Ultra-Rich Are Building a Separate World Here on Earth 45:42

1
The Math That Explains How Multi-Strategy Hedge Funds Make Money 56:56

1
Lots More on the Ongoing Mess That Is Intel 30:47

1
The Big Tax Hike Coming in Just Over a Year 49:31

1
Graph Visualization and Storytelling with Michela Ledwidge 50:19

1
Jigar Shah on the Three Big Things Driving the Nuclear Energy Revival 45:26

1
Lots More on Potentially Massive East Coast Port Strikes 25:03

1
This Is How Industrial Policy Can Go Bad 49:39

1
Ariel Investments' John Rogers on How You Can Still Win With Value Investing 42:12

1
Lots More With Sam Ro on the Booming World of RIAs 25:54

1
The Next Stage of the Credit Cycle with Oaktree’s Poli 47:37

1
Pimco CIO Dan Ivascyn on the Biggest Fed Decision in Years 46:46

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