What’s up with Bill Ackman?
Ackman is one of most well-known investors in the US, and one of the loudest. He has more than a million followers on X and isn’t afraid to argue with any of them. But his active social media feed and...
8 Aug 202420min
Anatomy of a rout
On Monday, markets around the world agreed to go into a tailspin. Today on the show, Rob Armstrong and guest Nick Megaw try to figure out what drove it all. They cover unemployment, manufacturing, the...
6 Aug 202420min
The case for Tesla
Tesla’s earnings slightly disappointed last week, but its stock is still valued at nearly 100 times earnings. Does this make sense? And what exactly is Tesla anyway? Today on the show, Rob Armstrong a...
1 Aug 202416min
Why Wall Street picked Kamala Harris
Wall Street withheld tens of millions of dollars in campaign financing to pressure US President Joe Biden to withdraw from November’s election and endorse Kamala Harris. And it worked. But how did Wal...
30 Jul 202420min
How to manipulate the US dollar
Presidential candidate Donald Trump has argued for a weaker dollar in recent interviews. That makes some sense. A weaker currency can increase exports and narrow a trade deficit. But how does one weak...
25 Jul 202420min
The Trump trade
As the election nears, Wall Street is starting to talk more about what a bet on a second Trump presidency might look like. Today on the show, we cover possible outcomes for inflation, long-term bond y...
23 Jul 202422min
Will a major revision of listing rules in the UK work?
The UK’s Financial Conduct Authority just released rule revisions that are meant to attract new listings on the country’s exchanges. These include legalising shares that move a lot of the power from i...
18 Jul 202419min
Investing in green tech
Last week the FT’s Moral Money writer Simon Mundy spoke with venture capitalist Vinod Khosla about 20 years of making big, long bets on renewable energy. Some have paid off, but most haven’t. Khosla i...
16 Jul 202417min
