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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 F…
1 year, 8 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 f…
1 year, 9 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 o…
1 year, 9 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 own…
1 year, 9 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 on…
1 year, 9 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 …
1 year, 9 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…
1 year, 9 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…
1 year, 9 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 …
1 year, 9 months ago
The billionaires’ tax
At a recent meeting of the G20, Brazil invited economist Gabriel Zucman to address the most powerful nations in the world, and argue for a global tax…
1 year, 10 months ago