Is ESG over?
ESG investing has been a dominant topic in finance for the past few years. But ESG seems to be taking a back seat. Today on the show, we talk about the future of mindful investing with Simon Mundy, wh...
29 Feb 202421min
Three markets, three highs
In the last few weeks, markets have hit highs in the US, Europe, and Japan. Today on the show, we try to understand what has powered the results. We talk about chip company Nvidia, but also renewed op...
27 Feb 202419min
WeWork rework
WeWork, the co-working company founded by Adam Neumann, collapsed in bankruptcy last year. And since then, the commercial real estate market has only gotten worse. Which makes this a perfect time for ...
22 Feb 202418min
Active investors! Assemble
Of course we all know that passive investing delivers superior returns. But what if everyone is investing passively? Is there a case for active investing then? Recent research has shown that the explo...
20 Feb 202417min
The dilemma of the supercompany
We live in the age of supercompanies: massive, dominant players that seem to get better as they grow — for customers and investors. And they also make us uncomfortable about our rights and freedoms. T...
15 Feb 202416min
Are dividends back?
Mark Zuckerberg’s Meta just announced its first-ever dividend, which is something that rapidly growing tech companies rarely do. Dividends have been shunned in favour of corporate buybacks for decades...
13 Feb 202417min
How not to pick stocks
Each year the FT hosts a stockpicking contest. Today on the show, we go over our picks for 2023, which were brilliantly bad. We guessed wrong on housing, on streaming, and even on crypto. Of course, i...
8 Feb 202418min
High-yield bond bonanza
Demand for riskier corporate bonds is intense. The spread between higher yielding (riskier) bonds and safer Treasuries is narrowing, and nearing long-term lows. Today on the show, we try to understand...
6 Feb 202415min
