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Paramount, Skydance and the streaming wars
Paramount and Skydance are merging. That’s a win for David Ellison, whose small studio will join a legendary one with a huge back catalogue and a nascent streaming platform. But is this merger of the…
Published on 1 year, 5 months ago
What elections in France and the UK mean for markets
Recent elections have changed politics in Europe, delivering a centre-left Labour government in the UK and shifting seats to a left alliance in the French parliament. Today on the show, Katie Martin …
Published on 1 year, 5 months ago
Can Morgan Stanley's CEO build a better bank?
Ted Pick became chief executive of Morgan Stanley earlier this year. In a recent letter to shareholders, he touted “the integrated firm” as a model for the bank's future. But it’s not a new idea, and…
Published on 1 year, 5 months ago
Are we all protectionists now?
On Thursday, two candidates for US president will debate each other. They are both protectionists. This is a huge change in US economic policy, and one that may have massive consequences in the decad…
Published on 1 year, 6 months ago
Distressed IPOs
Golden Goose had a simple plan. Mass produce worn out sneakers, get stars to wear them, and sell them to the public. It was going great until the owner announced an IPO, and then pulled it. Today on …
Published on 1 year, 6 months ago
Elon Musk’s big payday
On Thursday, shareholders of Tesla voted to re-approve a deal to reward Elon Musk with more than $50 billion worth of shares in Tesla, thus making one of the world’s richest men even richer. Also we …
Published on 1 year, 6 months ago
Central bankers do nothing. Markets respond
The Federal Reserve held rates steady on Wednesday, and markets went whooshing upwards, as if they thought no-move was a clear signal about the next move. For a bit anyway. Today on the show, Katie M…
Published on 1 year, 6 months ago
Trade like a bot
Researchers at the University of Chicago took a fairly standard large language model of AI and fed it a bunch of balance sheets and income statements and asked it to make predictions about earnings. …
Published on 1 year, 6 months ago
The gamma squeeze
Nvidia continues its rocket-like rise: Investors have piled in, as have day traders who play the stock with options. This is causing banks and market makers to load up on shares in order to cover tra…
Published on 1 year, 6 months ago
What elections mean for markets this year
It’s a big year for democracy. Voters in Mexico and India just went to the polls. Elections in the UK and US are still to come. On today’s show, Rob Armstrong and Katie Martin talk through how market…
Published on 1 year, 6 months ago