Episode 16: Are office spaces still necessary for companies? With Arpit Gupta

06/30/22 • 24 min

In this latest installment, Arpit Gupta—Professor of Finance at NYU Stern—joins me to discuss inflation across nations, business models post-COVID, and some of his own research.
00:21 - Intro
00:54 - What goes into deciding your next topic of research?
01:50 - Supply shock vs. excess demand: does it make a difference when it comes to inflation?
03:09 - 📬Mailbag Question 📬 from @thischeena: Will other countries follow Japan's low economic growth model?
06:03 - Do companies benefit from returning to offices?
10:11 - 📬Mailbag Question 📬 from @kalpavrukshcap: What tools does the Federal Reserve have to address inequality?
Series of 📬Mailbag Questions 📬 from @PradyuPrasad:
12:29 - Does ESG investing affect factorless income?
16:14 - To what extent are private equity returns real if a few large investors are just trading things back and forth?
19:11 - In hindsight, how would you redo India's economic policy during COVID?
@VishnuTreasurer
@Arpitrage

Previous Episode

Episode 15: Is Value Investing Making a Comeback? With Cliff Asness

In this latest installment, Cliff Asness—billionaire hedge fund investor and Managing Principal/Co-Founder of AQR Capital Management—joins me to discuss value and momentum investing, market efficiencies, and the biggest lessons he's learned from running a hedge fund.
00:23 - Intro
05:38 - Demystifying the "hedge fund" label
08:44 - Takeaways from investment management
15:16 - 📭Mailbag Question 📭 from @lhamtil on dual factor investing
19:35 - What is driving the resurgence in value investing?
25:19 - 📭Mailbag Question 📭 from @Bonhoeffer_KDS on alternative investment classes
25:29 - Are markets inefficiently responding to inflation?
34:01 - 📭Rapid Fire Mailbag Questions 📭 from @Macro_Maniac_ , @voiceofgray , and @avataram on 1970's comps, emerging markets, and chess!

Next Episode

Episode 17: What is going on with the Euro? With Karthik Sankaran

In this latest installment, Karthik Sankaran—Market Strategist at Corpay—joins me to discuss Sri Lanka's impact on other emerging markets, parity between the Euro and the Dollar, and his background in European history and macro strategy.
00:21 - Intro
04:34 - How has your background in European history cultivated your understanding of global macro?
10:44 - Challenges/Lessons from experience in macro strategy
14:02 - Factors driving situation in Sri Lanka apply to other emerging markets?
16:08 - Debt defaults now a concern for emerging market investing?
21:18 - 📬Mailbag Question 📬from @Macro_Maniac_ on FED and ECB's degrees of freedom to operate
24:49 - Euro-USD parity: strength of the dollar or weakness of the Euro?
31:27 - Cheapness of weak currencies leading to higher demand?
38:04 - 📬Mailbag Question 📬from @MayankSeksaria on puns 😁
@VishnuTreasurer
@RajaKorman