Winner Take All

Alex opens the show looking at the retail investor uprising sparked by  members of Reddit forum WallStreetBets. He discusses GameStop stock's  meteoric 1600% increase and what he thinks are illegal acts of  censorship from stock brokerages like Robinhood and platform including  Reddit and Discord. Next, coverage of Twitter buying newsletter company  Revue. The show closes with a look at supply relations between the U.S.  and China.  

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Originally Aired: 01/28/21 

#WallStreetBets #Trade #Revue

The show kicks off with a look into the DOJ canceling Visa's $5.3  billion deal to acquire fintech giant Plaid. Next, Alex details  Instacart layoffs that included a group of employees who voted to  unionize and Google's threat to leave Australia after proposed link tax  legislation on news articles. Also covered, Twitter banning a Chinese  embassy account, Clubhouse reaching a $1 billion unicorn valuation, and  eCommerce legend Marc Lore leaving Walmart.  

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Originally Aired: 01/26/21 

#Plaid #Instacart #Clubhouse

The show kicks off with a look at dating platform Bumble filing for IPO.  Alex looks at Bumble's S-1 and compares the Blackstone owned dating app  with its biggest competitor, IAC/Match Group owned Tinder. Next, Alex  breaks down if he's still bullish on Roblox now that its valuation has  ballooned from $8 billion to almost $30 billion. The second half of the  episode covers data on the number of new Amazon sellers from China and  looks at how tech monopolies may be using moderation and censorship as a  competitive moat.

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Originally Aired: 01/22/21

The show kicks off with a look at the newly public clothing marketplace Poshmark. Alex compares $POSH with other fashion centered marketplace platforms like Farfetch and breaks down whether or not he's bullish after a 140% price jump after its first day trading. Next, a look at manufacturers investing in marketplaces, inlcuding Richemont's acquisition of Watchfinder & Co. Alex closes the show with a look at messaging platform Telegram and continued coverage of censorship from platform monopolies.

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Famed economist Jim Rickards sits down with Alex Moazed to discuss Chinese currency geopolitics, investing in gold, whether he's a bitcoin bull or bear, and how the global pandemic affected the economic analysis in his most recent book "THE NEW GREAT DEPRESSION: Winners and Losers in a Post-Pandemic World".  

Read THE NEW GREAT DEPRESSION: Winners and Losers in a Post-Pandemic World: https://www.amazon.com/New-Great-Depr... 

Originally Aired: 01/15/20  

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James Rickards is the Editor of Strategic Intelligence, a financial newsletter. He is The New York Times bestselling author of The New Great Depression (2020), Aftermath (2019), The Road to Ruin (2016), The New Case for Gold (2016), The Death of Money (2014), and Currency Wars (2011) from Penguin Random House. He is an investment advisor, lawyer, inventor, and economist, and has held senior positions at Citibank, Long-Term Capital Management, and Caxton Associates. In 1998, he was the principal negotiator of the rescue of LTCM sponsored by the Federal Reserve. His clients include institutional investors and government directorates. He is an op-ed contributor to the Financial Times, Evening Standard, The Telegraph, New York Times, and Washington Post, and has been interviewed by BBC, CNN, NPR, CSPAN, CNBC, Bloomberg, Fox, and The Wall Street Journal. Mr. Rickards is a guest lecturer in globalization and finance at The Johns Hopkins University, Georgetown University, Trinity College Dublin, The Kellogg School at Northwestern, the U.S. Army War College and the School of Advanced International Studies. He has presented papers on risk at Singularity University, the Applied Physics Laboratory, and the Los Alamos National Laboratory. He is an advisor on capital markets to the U.S. intelligence community, and the Office of the Secretary of Defense, and is on the Advisory Board of the FDD Center on Economic and Financial Power in Washington DC. Mr. Rickards holds an LL.M. (Taxation) from the NYU School of Law; a J.D. from the University of Pennsylvania Law School; an M.A. in international economics from SAIS, and a B.A. (with honors) from Johns Hopkins. He lives in New Hampshire.

The show opens from our new Palm Beach, Florida, studio as Alex digs  into Twitter's recent actions banning a U.S. President and seemingly  abandoning many of the key proponents that make it a platform. Next, a  look at Parler being removed from Apple and Google app stores in  addition to Amazon's AWS banning the platform. Alex discusses if the  Parler bans are a national security measure to curb violence or a thinly  veiled anticompetitive move from big tech platform monopolies.  Continuing on, a look 5 platform alternatives to the current dominant  monopolies and coverage of the ACLU speaking out against tech  censorship. The show wraps up with an update on Roblox going public via  direct listing and the U.S. banning Alipay.  

Originally Aired: 01/12/20 

#TechCensorship #OnlineFreeSpeech #RobloxIPO

Alex opens the first show of 2021 with coverage of Peloton's acquisition  of fitness equipment maker Precor. Tangentially, Moazed finds a  connection between Precor and Lululemon's founder Chip Wilson, who at  one point created Lululemon bags that referenced Ayn Rand's novel Atlus  Shrugged. Next, a look at U.S. vs Chinese manufacturing and approaches  the U.S. can take to close the gap with China. The show closes with a  look at the lawsuit over the 'Jedi Blue' pact, a potentially  anti-competitive agreement between Google and Facebook to dominate the  online advertising industry.  

Originally Aired: 01/04/20 

#Manufacturing #Peloton #Antitrust

The longest ever episode of Winner Take All opens with discussion of the  Chinese government continuing to penalize Jack Ma and Alibaba. Alex  also looks at China's Australian coal ban and is puzzled by the brash  discussions being made by the government. Next, a look at Zoom allowing  access to U.S. citizen data and content platforms losing control of  censorship. The show closing with two market related topics, the NYSE  changing direct listing rules that will allow companies to raise money,  and analysis of SPAC merger of PropTech Acquisition and Porch.  

Originally Aired: 12/28/20 

#Alibaba #PorchIPO #Platforms

The show opens with a look at Opendoor now that it's merger with Chamath Palihapitiya's Social Capital Hedosophia II. Next, Alex looks back at the past couple weeks wild IPOs and non-IPOs (in Roblox's case) breaking down why he's hesitant to be a bull with current market conditions. Also covered here, the non-stop growth seen from PLAT, WisdomTree's platform business ETF. Alex then moves into the private sector discussing StockX, an online sneaker marketplace, and their new $275 million series E fund raise. The second half of the show highlights some current alternatives to tech monopolies, an online freedom of speech bill introduced by Poland's Justice Minister, and the U.S. passing The Holding Foreign Companies Accountable Act, an act that will force publicly traded foreign companies to comply with U.S. Public Accounting Oversight Board audits.   

Originally Aired: 12/22/20 

#SPAC #IPO #Censorship 

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The show kicks off with a look at Black Friday and Cyber Monday  statistics that, come to find out, aren't very easy to distinguish this  year. Alex goes on to compare U.S. black Friday weekend numbers with  Singles Day data from this year. Next, coverage of a new U.S. government  executive order that has barred investment in 31 companies identified  by the Department of Defense as “Communist Chinese military companies”.  The show closes with Alex commenting on some of his favorite moments  from Elon Musk's recent interview with The Wall Street Journal.  

Originally Aired: 12/12/20 

#eCommerce #BlackFriday #CyberMonday

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