What Sourcery with Molly O'Shea Says About History
7 episodes about history
Interviews with top investors & CEOs.
Key Insights on History
"TIPS are a great deal now," - Alex, noting they historically outperform nominal bonds and cash unless investors take on equity-level risk.
- Corporate bond spreads remain historically tight because mega-cap companies are highly stable and do not face immediate refinancing pressures to meet payroll.
- Archaeological evidence shows ordinary Romans had access to colorful clothing, elaborate shoes, and consumer goods from across the empire
- YouTube's revenue share model (close to 50%) exists due to historical competition, while other social networks give creators effectively 0% outside token creator funds
- AI provides the prospect of one-on-one tutoring for everyone, which historically raised student outcomes from 50th percentile to 99th percentile
- Best Actor features potentially the strongest lineup in Academy Awards history with five exceptional performances
- Rogan credits Elon Musk's Twitter purchase as historically significant for changing communication, providing transparency about bot accounts and foreign influence operations
- Delta Airlines reports 'eight of top 10 sales days in history this quarter' with bookings up 25% year-over-year despite oil price spikes