The $2tn man
Nicolai Tangen oversees Norges Bank Investment Management, also known as Norway’s oil fund. It contains about $2tn in assets, based on money earned from drilling for oil offseas. Today on the show, Ta...
17 Okt 202421min
Are emerging markets back?
Grouping the majority of the world’s economies into a basket labelled “emerging markets” and trying to generalise about them is a fool’s errand. And we are perfect for the job. Today on the show, Kati...
15 Okt 202419min
Novo Nordisk, Eli Lilly and the GLP-1 economy
Eli Lilly’s shares have surged 750 per cent over five years. Novo Nordisk’s are up about 360 per cent in the same period. It's been an awesome run for these companies. But how much longer can it last?...
10 Okt 202420min
Markets send mixed signals
Stocks are flying, rates are plunging, jobs are surging, but everyone says they’re anxious. What is going on? Today on the show, Katie Martin and Rob Armstrong try to understand the many strange and s...
8 Okt 202420min
Markets and the Middle East
As the conflict in the Middle East expands to include Lebanon and Iran, markets are responding with surprising nonchalance. Why? And will that last? Today on the show, Katie Martin and capital markets...
3 Okt 202416min
Is the China stimulus package enough?
Last week China announced it would be providing low-cost funds to investors in both equities and the property market. The nominal effects were immediate, and the country’s stock market has recently ri...
1 Okt 202416min
Immigration and unemployment
When discussing the economy after the interest rate cuts last week, chair of the US Federal Reserve Jay Powell made an interesting comment about jobs numbers and immigration. “If you are having millio...
26 Sep 202419min
The case for small and mid caps
As the Federal Reserve starts to lower interest rates, a perennial theory has returned: that small and mid caps will, for a time, grow more quickly than the S&P 500. Today on the show, Katie Martin, R...
24 Sep 202422min
