Magnificent 7 report
The Magnificent 7 make up seven of the eight largest stocks on the S&P 500 and they are reporting earnings this week and last. Today on the show, Rob Armstrong and guest John Foley, who covers technol...
31 Loka 202421min
Can Boeing come back?
It’s been a tough year for Boeing. It started with a door panel falling off of a plane in mid-flight. Then machinists at the company went on strike. This week, Boeing announced it would raise $19bn in...
29 Loka 202419min
What do bond markets know about the election?
As betting markets and polls begin tentatively to suggest a Donald Trump election win, yields in 10-year Treasuries have risen. Some on Wall Street think that is because traders believe Trump will win...
24 Loka 202422min
The titans of Wall Street
Citadel, XTX and Jane Street have come to dominate trading on Wall Street, and not just in equities. They now run a huge proportion of trading in currency and bonds, something the banks used to own. B...
22 Loka 202421min
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 Loka 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 Loka 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 Loka 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 Loka 202420min
