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30 years of bond investment
Jim Leaviss started his career in fixed income at the Bank of England, and is ending it 30 years later as the outgoing chief investment officer for f…
1 year, 7 months ago
What’s up with Bill Ackman?
Ackman is one of most well-known investors in the US, and one of the loudest. He has more than a million followers on X and isn’t afraid to argue wit…
1 year, 7 months ago
Anatomy of a rout
On Monday, markets around the world agreed to go into a tailspin. Today on the show, Rob Armstrong and guest Nick Megaw try to figure out what drove …
1 year, 7 months ago
The case for Tesla
Tesla’s earnings slightly disappointed last week, but its stock is still valued at nearly 100 times earnings. Does this make sense? And what exactly …
1 year, 8 months ago
Why Wall Street picked Kamala Harris
Wall Street withheld tens of millions of dollars in campaign financing to pressure US President Joe Biden to withdraw from November’s election and en…
1 year, 8 months ago
How to manipulate the US dollar
Presidential candidate Donald Trump has argued for a weaker dollar in recent interviews. That makes some sense. A weaker currency can increase export…
1 year, 8 months ago
The Trump trade
As the election nears, Wall Street is starting to talk more about what a bet on a second Trump presidency might look like. Today on the show, we cove…
1 year, 8 months ago
Will a major revision of listing rules in the UK work?
The UK’s Financial Conduct Authority just released rule revisions that are meant to attract new listings on the country’s exchanges. These include le…
1 year, 8 months ago
Investing in green tech
Last week the FT’s Moral Money writer Simon Mundy spoke with venture capitalist Vinod Khosla about 20 years of making big, long bets on renewable ene…
1 year, 8 months ago
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 nas…
1 year, 8 months ago