After Hours

The Best Of Recommendations

Revisit some of Felix and Mihir’s recommendations. Hosted on Acast. See acast.com/privacy for more information.

The Best Of After Hours - TikTok & Sports

Revisit Felix and Mihir’s discussion about TikTok bans and why sports have become so valuable. Hosted on Acast. See acast.com/privacy for more information.

March 13, 2024

Mihir, Felix and NYU’s Dolly Chugh discuss the pressure on business leaders to conform to the demands of woke capitalism. Should you give in? Push back? What are the risk

ICYMI: The Promise and Peril of AI

In case you missed it: In this episode, Felix, Sarah and Mihir discuss Chat GPT, if AI is truly transformational, the future of search, and how to digitally detox from al

Our Predictions for 2024

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? Ca

The Stories of 2023

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 tri

Appreciating Late Bloomers and a Big Bank

Felix and Mihir discuss how JPMorgan has managed to succeed where others fail and how late bloomers manage to succeed after sometimes failing.  Hosted on Acast. See acast

Magnificent Markets and Conflict on Campus

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 confli

Turbulence at OpenAI — Our Take-Aways

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

The Future of Africa and Empty Lots

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 thi

Does AI Have a Copyright Problem?

Felix and Mihir discuss how copyright applies to AI-generated works. Are AI companies guilty of mass infringement? Could users be sued if they use AI to generate texts an

House Music

Felix, Sarah and Mihir consider whether real estate brokers add value, how the world of brokers will be transformed by a recent lawsuit and consider whether investors sho

The U.S. economy is stellar. So why are we all so mad?

In this episode, Mihir and Felix discuss consumer finances, which are remarkably healthy. The average U.S. household now has a net worth of more than a million dollars. B

Bond Market Bedlam

Felix and Mihir are back, and it’s time to unpack bond market bedlam! Hosted on Acast. See acast.com/privacy for more information.

Magnificent Markets and Conflict on Campus

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 confli

Going out with a bang: Recommendations for this summer

This is it, dear friends of the After Hours podcast. We end our sixth season with a long list of recommendations: shows to watch, books to read, foods to savor, places to

Summer Stories to Savor

Felix and Mihir are joined by friends to discuss their stories to watch this summer, including the bust up of Sequoia, pricing, Gen AI, sports stories, the FTC and PBMs,

The Portfolio Life: Being Productive and Happy

Felix and Mihir are joined by Christina Wallace to discuss the meaning of a portfolio life and why U.S. workers are happier than ever but less productive.  Hosted on Acas

Taking a week off!

Taking a week off! Hosted on Acast. See acast.com/privacy for more information.

The Sunny Side of Bankruptcy

Felix, Mihir and their colleague Kristin Mugford debate the merits of using bankruptcy to shield companies from consumer lawsuits. Should we allow companies to bundle law