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 Mars 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 Mars 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 Mars 202418min
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 Mars 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 Mars 202419min
