DD
Darrell Duffie
Person
Darrell Duffie is a finance scholar and the Adams Distinguished Professor of Management and Professor of Finance at Stanford University’s Graduate School of Business. His research focuses on financial markets, banking, derivatives, and systemic risk.
2 episodes featuring Darrell Duffie
The Compound and Friends
AI spending tests Nvidia, markets and investor conviction
The episode connects Nvidia’s corporate strength and AI ambitions with rising yields, fragile breadth, consumer weakness and the case for staying invested.
Sep 29, 2026 · 1h 14m
Odd Lots
Treasury supply tests the bond market’s capacity
Rising yields reflect not only inflation and fiscal concerns but also whether dealers and markets can absorb unprecedented government borrowing.
Sep 3, 2026 · 45 min