– The risk of a stimulatory budget – Unpacking the cost of deficits – Investing well in a time of inflation – Is ROE really a good measure of profitability – The hidden wrinkle of ESG investing See omnystudio.com/listener for privacy information.

– Is there an opportunity if risk doesn’t equal return?  – How do I identify risk, and buy anyway?  – How much cash should I hold?  – AI: buy the tech? Or the customers?  – Will Bitcoin end up impacting exchange rates?  – The price has doubled. Should the company keep buying back...