Navigating the next super cycle
Today on the show, we’re taking the long view, the very long view. Our guest isPeter Oppenheimer, the head of macro research in Europe for Goldman Sachs, and the author of Any Happy Returns: Structura...
2 Apr 202421min
Wall Street bets on Reddit
Reddit has never had a profitable year. And yet its IPO this week saw its shares skyrocket on the first day of trading. Today on the show, we ask if Reddit is a withering social network riding irratio...
28 Mar 202417min
The great British bargain show
The major stock index in the UK, the FTSE 100, includes some of the biggest and most profitable multinational companies in the world. But in recent years the index has trailed the US markets and is no...
26 Mar 202419min
Inside the crypto hype machine
FT correspondent Josh Oliver spent years covering crypto and the legal troubles of Sam Bankman-Fried. Last week, he published Hype Machine, a book about it all. Today he joins us to talk about SBF’s s...
21 Mar 202418min
Listener Questions
You asked, we answered. Today on the show, we team up with our sibling podcast, Behind the Money, and answer questions from listeners. We’re tackling chips (both salty and silicon), market capitalizat...
19 Mar 202419min
Can the US stock market stand 3% US inflation?
This week's US inflation numbers came in and they’ve remained higher for longer than many expected, or wanted. How does this change the Federal Reserve’s outlook and will the US stock market respond o...
14 Mar 202419min
Does factor investing still work?
Factor investing came out of academic work in the 1990s, and offered a way to pick stocks without relying on judgments about stories or sectors. It’s had good years and bad years, but has recently str...
12 Mar 202418min
Inside the traders’ black box
Market watchers have wondered for years about what really goes on inside trading firms like Citadel Securities, Susquehanna and Virtu. A recent ruling in a lawsuit brought by a medical company may pro...
7 Mar 202417min
