Guys Being Dudes

Guys Being Dudes, Ep04: Argentina | IPOs | M


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In episode 04, recorded Friday, August 31, 2018, Rob and Aaron dive short into Argentina’s interest rates and IPOs and capital raises, before finishing with a long chat on American retail fixture Macy’s (NYSE:M)
Argentina: why the raising of interest rates didn’t quell markets after the government asked the IMF for an expedited payment, whether a recently issued century bond (!) is a good investment, and President Macri’s relationship to an old parable – the Scorpion and the Frog
IPOs: the role of capital raising in the economy, whether additional SEC changes – this time to allow retail investors greater access to public markets – is a worthy idea, and Spotify (NYSE:SPOT) defying convention by going direct
Macy’s: the old-timey time machine is back to evaluate Macy’s nearly 200-year history, the state of US retail, unflattering comparisons to industry peers, and an accounting quirk that just might warrant a deeper look
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