Listener Questions
You asked, we answered. Today on the show, we team up with our sibling podcast, Behind the Money, and answer questions from listeners. We’re tackling chips (both salty and silicon), market capitalizat...
19 Mar 202419min
Can the US stock market stand 3% US inflation?
This week's US inflation numbers came in and they’ve remained higher for longer than many expected, or wanted. How does this change the Federal Reserve’s outlook and will the US stock market respond o...
14 Mar 202419min
Does factor investing still work?
Factor investing came out of academic work in the 1990s, and offered a way to pick stocks without relying on judgments about stories or sectors. It’s had good years and bad years, but has recently str...
12 Mar 202418min
Inside the traders’ black box
Market watchers have wondered for years about what really goes on inside trading firms like Citadel Securities, Susquehanna and Virtu. A recent ruling in a lawsuit brought by a medical company may pro...
7 Mar 202417min
Learning to love the boom
Rates are up and so are the markets, baffling the bears. Today on the show, FT correspondents Ethan Wu and Katie Martin look at five reasons the market might be rationally booming, including investor ...
5 Mar 202419min
Is ESG over?
ESG investing has been a dominant topic in finance for the past few years. But ESG seems to be taking a back seat. Today on the show, we talk about the future of mindful investing with Simon Mundy, wh...
29 Feb 202421min
Three markets, three highs
In the last few weeks, markets have hit highs in the US, Europe, and Japan. Today on the show, we try to understand what has powered the results. We talk about chip company Nvidia, but also renewed op...
27 Feb 202419min
WeWork rework
WeWork, the co-working company founded by Adam Neumann, collapsed in bankruptcy last year. And since then, the commercial real estate market has only gotten worse. Which makes this a perfect time for ...
22 Feb 202418min
