The Little Railroad Merger That Could
On Tuesday, the American railroad giant Union Pacific announced its intention to buy Norfolk Southern, promising to fulfill Abraham Lincoln’s dream of a transcontinental railroad. Today on the show, t...
31 Jul 202521min
The EU folds on tariffs
Experts agree: When it comes to tariffs, Europe just got trounced. So did the American consumer, who will pay these taxes. Today on the show, Rob Armstrong and Ben Hall, the FT’s Europe editor, discus...
29 Jul 202517min
Is M&A turning around?
When Republicans won the White House and both houses of Congress last fall, mergers and acquisitions bankers celebrated. But when President Donald Trump took office, M&A stagnated. Today on the show, ...
24 Jul 202518min
Robotaxis, tech earnings and 24-hour trading
Today on the show, Aiden Reiter talks with Lex editor John Foley about three things to watch this summer: 24-hour trading, tech earnings and Tesla’s new approach to robotaxis. Also, they go short Bank...
22 Jul 202519min
Is Nvidia really worth $4tn?
Nvidia is now the most valuable company in America, as AI seems to power an unstoppable market. Today on the show, Katie Martin and Aiden Reiter ask if it reminds anyone of the dotcom bubble. Also the...
17 Jul 202518min
Heinz, Kraft and Warren Buffett
The acquisition of Heinz and Kraft by 3G Capital and Warren Buffett seemed like a classic play from the world’s most famous investor: buy boring staples with long histories and hold them forever. But ...
15 Jul 202520min
The secret giant of finance
Jane Street is one of the biggest traders in the world, and they have become embroiled in accusations of market manipulation in India. Today on the show, Katie Martin and special guest Robin Wiggleswo...
11 Jul 202522min
Three surprises that might spook the markets
Despite looming economic problems, the stock market continues to climb. Today on the show, Katie Martin, Rob Armstrong and Aiden Reiter ask what could finally end the party. Also they go short consult...
8 Jul 202522min
