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Has Trump Won the Trade War?
Episode 181
Four months after Trump shocked markets with sweeping tariffs, the results are in: new trade deals tilted toward American interests, a resilient econ…
11 months, 4 weeks ago
Can We Still Trust the Economic Data?
Episode 180
Investors and policymakers count on official statistics to stay grounded. But recent blunders in the UK and growing politicisation in the US have sha…
1 year ago
The Everything Bubble: What Could Possibly Go Wrong?
Episode 179
The S&P 500 is pushing dot-com era valuations. Bitcoin’s smashing records. Meme stocks have risen from the dead. And AI start-ups are landing billion…
1 year ago
The Unicorn Farm: Betting on AI Startups
Episode 178
Global venture capital firms poured $126 billion into early-stage startups in the first quarter — and almost 60% went into AI companies. We look at w…
1 year ago
Why Can't I Retire Early?!
Episode 177
The dream of an early retirement is a powerful motivator for many investors. But often it remains just that: a dream. So what’s holding people back? …
1 year ago
Is the UK Stock Market Dying?
Episode 176
The UK stock market is shrinking. Since 2007, the number of listed companies has fallen by 45%, and those that remain trade at stubbornly low valuati…
1 year, 1 month ago
Neural Net Worth: What If AI Isn’t a Bubble?
Episode 175
AI stocks are soaring. Valuations are stretched and capital spending is off the charts. To many, it smells like a bubble. But what if it’s not?
What …
1 year, 1 month ago
Fragile Ceasefire: Are Markets Complacent?
Episode 174
President Trump announced a ceasefire in the war between Israel and Iran. Markets reacted swiftly: stocks rallied, oil plunged, the dollar and gold s…
1 year, 1 month ago
Crash Course: The Scariest Days in Stock Market History
Episode 173
Stock markets tend to go up over time — but every so often, they fall off a cliff. Some crashes are brief and recover quickly, while others shake the…
1 year, 1 month ago
Outsmarting the Index: Strategies That (Sometimes) Work for Active Funds
Episode 172
Beating the benchmark is the holy grail of active management — but it’s notoriously difficult and rare. Still, against the odds, a handful of portfol…
1 year, 2 months ago