Picking stocks for 2025
It’s time for the FT’s annual stockpicking contest, where the money is fake but the glory is real. The FT’s Alan Livsey joins Rob Armstrong and Aiden Reiter to discuss what bets they think will pay of...
30 Jan 202524min
DeepSeek, AI and the markets
DeepSeek’s announcement that it has built competitive AI using many fewer resources than big US rivals stunned the markets this week. Chipmakers and power companies plunged in value, and Sam Altman, b...
28 Jan 202523min
Decoding Trumponomics
Donald Trump’s first week in office has produced a barrage of policies and power moves. But which of them will happen? Today on the show, Katie Martin, Rob Armstrong, and Aiden Reiter try to figure ou...
23 Jan 202524min
Our 2024 stock picks
Each year the Financial Times hosts a stock-picking contest for its journalists and readers. Today on the show, Katie Martin and Rob Armstrong explain the logic behind their absolute bombs. And then t...
21 Jan 202521min
Will US inflation ever go below 3%?
Reports of the demise of US inflation have been greatly exaggerated. Today on the show, Rob Armstrong and Aiden Reiter discuss the continuing high numbers and what the Fed might do about it this year....
16 Jan 202516min
What are UK bonds thinking?
US bonds and UK gilts are tracking each other, and heading down. Today on the show, Rob Armstrong and Katie Martin try to figure out whether to blame chancellor Rachel Reeves, or the whole world. Also...
14 Jan 202519min
Why so many bankruptcies?
Corporate bankruptcies are on the rise. In recent months, Party City, Big Lots, Spirit Airlines, and other discount providers have declared bankruptcy. Today on the show, Rob Armstrong and Aiden Reite...
9 Jan 202518min
The year ahead: tariffs, taxes and Trump
Tariffs. Tax cuts. Geopolitics. Artificial intelligence. Inflation. Mass deportations. Rate cuts or rises. The year ahead is filled with question marks. Meanwhile, markets are historically high. Today...
7 Jan 202521min
