Big deals in Big Pharma
The battle between Novo Nordisk and Pfizer to acquire Metsera is over. But is this merger a sign of strength or weakness for the industry? Today on the show, Rob Armstrong talks with US finance editor...
18 Nov 202520min
Is the K-shaped economy real?
Companies such as Procter & Gamble and Chipotle say lower-income customers are spending less, while upper-income customers keep splurging. But data from the Federal Reserve and others suggests incomes...
13 Nov 202523min
Is the US an emerging market?
Today’s show is a live recording from the Kilkenomics Festival in Kilkenny, Ireland. Katie Martin hosts a panel with guests David McWilliams, founder of the festival, and Mark Blyth, professor of poli...
11 Nov 202538min
DIY data
With the government shut down, US investors are looking for data in different places. Today on the show, Katie Martin and Rob Armstrong discuss home brewed data, and try to figure out what’s really go...
6 Nov 202524min
Is Big Tech spending too much money?
Tech companies are spending historic amounts of money on computing power and data centres. Today on the show, Rob Armstrong and Katie Martin talk to Lex editor John Foley to try to understand the comp...
4 Nov 202523min
Martin Wolf on the economics of populism
How does populism affect the long-term health of economies? And is there a difference in outcomes between the extreme politics of the left and the right? Today on the show, Rob Armstrong and the FT’s ...
30 Okt 202524min
The vigorous nods of Bessent
US Treasury secretary Scott Bessent has one of the hardest jobs in recent history. He has to implement bizarre economic strategies and keep rational market players calm. Today on the show, Rob Armstro...
28 Okt 202523min
Will the US bail out Argentina?
It won’t be easy, and you’ll think it’s strange, when we try to explain … why US Treasury secretary Scott Bessent is suddenly reversing all current US policy and proposing to send billions of dollars ...
23 Okt 202521min
