Unhedged

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 Helmi 202417min

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 Helmi 202416min

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 Helmi 202417min

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 Helmi 202418min

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 Helmi 202415min

New York Community Bancorp shares fell 38% on Wednesday, partly on worries about the bank’s exposure to commercial real estate. Today on the show, Ethan Wu is joined by Robert Armstrong and FT propert...

1 Helmi 202416min

While markets around the world took off last year, China continued to stumble. Will 2024 be any different? Today on the show, Ethan Wu and Katie Martin try to understand why the country is lagging, an...

30 Tammi 202418min

New rules about how board members are elected could change how corporate America is governed. In March, the Starbucks shareholder meeting may be a first test for new powers long sought by unions and o...

25 Tammi 202415min