Tiger Gao & Policy Punchline

Tiger Gao
Economic research, financial markets, political media, and intellectual discourse.
Created 20 Dec 2020
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  • Tiger’s last interview... with a Hindu Guru...
    15 Sep 2021 • 14 min read
    This interview marks my last interview as the host of Policy Punchline. You may have noticed that I haven’t released any new interviews or Substack writings since early July. I’ve graduated from Princ...
  • Live from Miami, it's the Bitcoin cult!
    07 Jul 2021 • 6 min read
    This was my investment strategy in April when Bitcoin was at its historical high of $64k: bet all my savings on it, then use the profits to buy myself a graduation vacation to Miami for the annual Bit...
  • Matt Levine is (kinda?) worried about losing his job over DeFi…
    06 Jul 2021 • 7 min read
    Continuing from my last email “Matt Levine recaps the GameStop saga...” – another highly interesting part from my interview with Matt is his takes on crypto and DeFi (Decentralized Finance). It’s hard...
  • Matt Levine recaps the GameStop saga...
    30 Jun 2021 • 8 min read
    Here’s a theory. You run a bank, and a smallish public company comes to you and asks you to lend it, say, $500 million. You say “okay I will need to know more about your revenue and expenses and asset...
  • Railroads need more money from the infrastructure bill...
    24 Jun 2021 • 5 min read
    President Joe Biden speaking with a bipartisan group of senators after an infrastructure package meeting at the White House today. Credit: Pete Marovich for The New York Times. An “emergency” out-of-s...
  • Not surprised that Fed is surprised about inflation...
    17 Jun 2021 • 7 min read
    Yesterday Chair Powell delivered the press conference for the Fed’s June FOMC meeting. Everyone had been waiting for this meeting to see whether inflation is indeed as off-the-chart as predicted. So w...
  • Investors overestimated how deep the Covid crisis was gonna be...
    14 Jun 2021 • 14 min read
    Our most recent interview features Tony Yoseloff –– the Executive Managing Member of Davidson Kempner Capital Management, one of the world’s largest alternative asset managers with $37 billion in asse...
  • Interview with Bridgewater CEO David McCormick...
    10 Jun 2021 • 10 min read
    It’s not often one gets to interview the person running the world’s largest hedge fund and successor to legendary investor Ray Dalio, but well we did it… Our most recent episode features David McCormi...
  • Shut up about Bitcoin, seriously…
    08 Jun 2021 • 5 min read
    A couple quick points in this email: The media is talking a lot about Bitcoin these days. But Bitcoin is just really not that deep or hard to understand, and if you spend more than a few hours on the ...
  • You're not smarter than the crowd you try to play...
    01 Jun 2021 • 7 min read
    It would be an understatement to say that I was tremendously excited to interview Ben Hunt, who is one of the most thoughtful thinkers in the financial world that I got to follow. Ben always boils thi...
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