Paramount, Skydance and the streaming wars
Paramount and Skydance are merging. That’s a win for David Ellison, whose small studio will join a legendary one with a huge back catalogue and a nascent streaming platform. But is this merger of the ...
11 Jul 202419min
What elections in France and the UK mean for markets
Recent elections have changed politics in Europe, delivering a centre-left Labour government in the UK and shifting seats to a left alliance in the French parliament. Today on the show, Katie Martin d...
9 Jul 202423min
Can Morgan Stanley's CEO build a better bank?
Ted Pick became chief executive of Morgan Stanley earlier this year. In a recent letter to shareholders, he touted “the integrated firm” as a model for the bank's future. But it’s not a new idea, and ...
27 Jun 202416min
Are we all protectionists now?
On Thursday, two candidates for US president will debate each other. They are both protectionists. This is a huge change in US economic policy, and one that may have massive consequences in the decade...
25 Jun 202422min
Distressed IPOs
Golden Goose had a simple plan. Mass produce worn out sneakers, get stars to wear them, and sell them to the public. It was going great until the owner announced an IPO, and then pulled it. Today on t...
21 Jun 202418min
Elon Musk’s big payday
On Thursday, shareholders of Tesla voted to re-approve a deal to reward Elon Musk with more than $50 billion worth of shares in Tesla, thus making one of the world’s richest men even richer. Also we g...
18 Jun 202419min
Central bankers do nothing. Markets respond
The Federal Reserve held rates steady on Wednesday, and markets went whooshing upwards, as if they thought no-move was a clear signal about the next move. For a bit anyway. Today on the show, Katie Ma...
13 Jun 202417min
Trade like a bot
Researchers at the University of Chicago took a fairly standard large language model of AI and fed it a bunch of balance sheets and income statements and asked it to make predictions about earnings. I...
11 Jun 202419min
