High interest rate anxiety
Last year, Katie and Ethan made a bet about when the Fed would cut interest rates. Today, as the first quarter ends and markets flatten a bit, it’s time for one of them to eat crow. As for the other, ...
16 Apr 202414min
Shopify vs Amazon
Shopify was an online darling during the pandemic but has faced challenges since then. However, it has still grown into an e-commerce site that handled more than $235 billion in transactions last year...
11 Apr 202414min
Should we worry about private credit?
Private credit is booming, nearing $2tn in assets globally. Most of that debt is being traded out of the public eye, a fact highlighted in the latest Global Financial Stability report from the IMF. Is...
9 Apr 202419min
Rethinking Tesla and Apple
In the last months, the stock market has been a joyride, but not for two of the biggest names in tech: Tesla and Apple. Today on the show we look at how these two former high-flyers have come down in ...
4 Apr 202415min
Navigating the next super cycle
Today on the show, we’re taking the long view, the very long view. Our guest isPeter Oppenheimer, the head of macro research in Europe for Goldman Sachs, and the author of Any Happy Returns: Structura...
2 Apr 202421min
Wall Street bets on Reddit
Reddit has never had a profitable year. And yet its IPO this week saw its shares skyrocket on the first day of trading. Today on the show, we ask if Reddit is a withering social network riding irratio...
28 Mar 202417min
The great British bargain show
The major stock index in the UK, the FTSE 100, includes some of the biggest and most profitable multinational companies in the world. But in recent years the index has trailed the US markets and is no...
26 Mar 202419min
Inside the crypto hype machine
FT correspondent Josh Oliver spent years covering crypto and the legal troubles of Sam Bankman-Fried. Last week, he published Hype Machine, a book about it all. Today he joins us to talk about SBF’s s...
21 Mar 202418min
