What’s in store for 2024? Mihir and Felix are back with their celebrated predictions episode. Will OPEC implode? Are quant funds in trouble? What’s Argentina’s future? Can inflation in the U.S. really sink to 2%? Is plastic the new asbestos? Who will acquire Electronic Arts? Is AIML a verb? Listen in as the hosts (foolishly) predict what the new year will bring.
Felix and Mihir reflect on the most important stories of 2023 including the remarkable rise of AI, the revolution in life sciences, the rising power of employees, the trial of SBF, how product market strategies are reflecting shifting financial logics, the reasons for increased warfare, the disjunction between financial markets and the real economy, the shocking rise of school absenteeism and the wonder of Simone Biles.
Felix and Mihir discuss how JPMorgan has managed to succeed where others fail and how late bloomers manage to succeed after sometimes failing.
Felix and Mihir discuss the meaning and impact of the increasing concentration of stock market performance via the “Magnificent 7” and the source and resolution of conflicts on campuses.
Felix and Mihir discuss how Sam Altman was fired and reinstated over the course of just a few days. Was the board right to dismiss Altman? Does the turmoil change how we think about hybrid organizations that combine nonprofit and for-profit motives?
Will Africa fulfill its remarkable promise in the next several decades? Is a land tax the best kind of tax? Would it solve our housing crisis? All that and more on this episode of After Hours.