Two stock markets, two takes
While the S&P 500 just hit a new high, the FTSE 100 is down about 3 per cent for the year. Today on the show, we talk about the two markets. First, we ask if antitrust cases might slow the tech compan...
23 Jan 202413min
Is America overpriced?
There is an historically large premium on the S&P 500, when compared to markets in the rest of the world. That reflects strong outperformance in the past decade, but can that last? Today on the show, ...
18 Jan 202415min
Cash Rethink Energises Asset Markets
As interest rates jumped, cash ruled for a lot of investors. The payment for doing absolutely nothing – in the form of money market funds and other interest-bearing instruments – was the highest in de...
16 Jan 202412min
Introducing Untold: The Retreat
Introducing Untold, a new podcast from the special investigations team at the Financial Times. In its first series, The Retreat, host Madison Marriage examines the world of the Goenka network, which p...
15 Jan 20241min
Today's inflation numbers
Today on the show, we dig into the latest inflation numbers, examining the results for shelter, goods and energy, and think about what it all means for the 10-year Treasury yield. Also, we go long dar...
11 Jan 202418min
Tech stock winners
In July, the FT’s Rob Armstrong and Elaine Moore went head-to-head in a stock-picking competition, drafting their favourite stocks from the Magnificent Seven, the seven tech stocks dominating the mark...
9 Jan 202419min
Cool markets, hot takes
After a roaring December, the markets cooled a bit in the first days of 2024. Today on the show, hosts Ethan Wu and Robert Armstrong think big thoughts about long yields in treasuries, the historical ...
4 Jan 202419min
The year ahead, according to AI, and humans
Today on the show, we’re looking at the year ahead, with AI by our side. Our colleague Bryce Elder at the FT built an online quiz that pits AI against analysts in writing prose about the future. We ta...
2 Jan 202419min
