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From Against the Rules: Michael Burry Speaks
Here’s another podcast we think you’ll enjoy, The Big Short Companion from Against the Rules, hosted by bestselling author Michael Lewis. Lewis’ popular book The Big Short is 15 years old, and to mar…
Published on 13 hours ago
We take some questions
Why do companies care about their share price so much? Is Switzerland in danger of losing its banks? What would regime change in Venezuela do to global oil markets? Today on the show, Katie Martin an…
Published on 2 days, 13 hours ago
Three numbers that matter
Today on the show, Katie Martin and Rob Armstrong take a look at some revealing numbers about jobs, inflation and borrowing against the Treasuries market. Also they go short “funny” videos from priva…
Published on 1 week ago
Gold, silver and crypto
Silver is on a tear this year, outperforming gold and even crypto. Today on the show, Rob Armstrong and Katie Martin look at the markets for substitutes for fiat currency. Also they go long the Chris…
Published on 1 week, 2 days ago
Can 2026 match 2025?
What went right in 2025? What could go wrong in 2026? Recorded last week for the FT’s digital conference The Global Boardroom, Katie Martin and Rob Armstrong talk with Ian Smith, the FT’s senior mark…
Published on 2 weeks ago
Who gets to buy Warner Bros Discovery?
Netflix and Paramount are in a bidding war to take over Warner Bros Discovery and its historic collections of movies and television series. Today on the show, Rob Armstrong talks to US deals correspo…
Published on 2 weeks, 2 days ago
A satanic list of inflationary factors
Today on the show, Katie Martin and Rob Armstrong talk with special guest Adam Posen about the prospects for inflation and even a financial crisis. Posen has worked for both the Federal Reserve Bank …
Published on 3 weeks ago
Bonds vs budgets
Mature economies such as France, the UK and the US are spending more than they take in. They make up the rest in borrowing. But how long can that last? Today on the show, Katie Martin speaks with Ian…
Published on 3 weeks, 2 days ago
What are the hedge funds shorting?
Short interest in the market is rising. But what are the big players betting against? And what can investors learn from it? Today on the show, Katie Martin joins the editor of the FT’s Alphaville new…
Published on 1 month ago
Nvidia's crazy day
In the morning, Nvidia’s earnings report seemed to have cured the market of its jitters about an artificial intelligence bubble. And then it didn’t. Today on the show, Katie Martin and Rob Armstrong …
Published on 1 month ago