Kiran Pingali, CEO of TELK Group hosts Gary Brode of Deep Knowledge Investing to talk about how Coursera ($COUR), 2U ($TWOU), and other online education platforms are remaking the expensive on-campus education model.
Inflation, Interest Rates, and Hedging
Gary Brode of Deep Knowledge Investing and James Davolos of Horizon Kinetics discuss inflation, coming higher interest rates, and how to hedge for that. Both of us think the CPI is understated, that GDP is overstated, and that stagflation is a real possibility.