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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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We unpack what Mamdani's win signals for New York’s markets and whether capitalism is shifting toward protectionism and cronyism rather than socialism. We weigh crime, taxes, housing, and transit funding against ratings risk, capital mobility, and the city’s tech-and-finance future.
• election results as the context for market sentiment
• is capitalism evolving or declining in practice
• Mamdani's platform and business community reaction
• crime and police leadership as talent retention drivers
• tax sensitivity, mobility, and slow erosion of the base
• federal protectionism and deal-by-deal policy volatility
• New York versus Texas, Florida, and Connecticut dynamics
• tech as the backbone of modern finance in New York
• housing rezoning as the fastest credible win
• MTA funding, congestion pricing, and cost overruns
• ratings agencies, borrowing limits, and fiscal guardrails
• near-term predictions for the council, midterms, and the House
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Disclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.
Chapters
1. Elections Set The Stage (00:00:00)
2. Is Capitalism Declining Or Evolving (00:02:54)
3. Mandami’s Win And Business Signals (00:04:44)
4. Crime, Police Choice, And Market Confidence (00:08:44)
5. Taxes, Mobility, And Capital Flight Risk (00:11:54)
6. Protectionism Vs Socialism At The Federal Level (00:15:44)
7. Ratings, Media Power, And Policy Volatility (00:19:54)
8. The Democrats’ Big Tent Identity Problem (00:23:50)
9. New York Vs Sunbelt: Where Finance Grows (00:27:50)
10. Tech As Wall Street’s Next Engine (00:31:50)
11. What Follows Mandami Politically (00:35:50)
12. Borrowing, Ratings, And Fiscal Guardrails (00:41:10)
13. Transit Funding, Congestion Pricing, And Costs (00:44:50)
115 episodes
