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Active investors! Assemble
Of course we all know that passive investing delivers superior returns. But what if everyone is investing passively? Is there a case for active investing then? Recent research has shown that the expl…
Published on 1 year, 10 months ago
The dilemma of the supercompany
We live in the age of supercompanies: massive, dominant players that seem to get better as they grow — for customers and investors. And they also make us uncomfortable about our rights and freedoms. …
Published on 1 year, 10 months ago
Are dividends back?
Mark Zuckerberg’s Meta just announced its first-ever dividend, which is something that rapidly growing tech companies rarely do. Dividends have been shunned in favour of corporate buybacks for decade…
Published on 1 year, 10 months ago
How not to pick stocks
Each year the FT hosts a stockpicking contest. Today on the show, we go over our picks for 2023, which were brilliantly bad. We guessed wrong on housing, on streaming, and even on crypto. Of course, …
Published on 1 year, 10 months ago
High-yield bond bonanza
Demand for riskier corporate bonds is intense. The spread between higher yielding (riskier) bonds and safer Treasuries is narrowing, and nearing long-term lows. Today on the show, we try to understan…
Published on 1 year, 10 months ago
Will commercial real estate hurt regional banks?
New York Community Bancorp shares fell 38% on Wednesday, partly on worries about the bank’s exposure to commercial real estate. Today on the show, Ethan Wu is joined by Robert Armstrong and FT proper…
Published on 1 year, 10 months ago
Can China rebound in 2024?
While markets around the world took off last year, China continued to stumble. Will 2024 be any different? Today on the show, Ethan Wu and Katie Martin try to understand why the country is lagging, a…
Published on 1 year, 10 months ago
Boardroom games
New rules about how board members are elected could change how corporate America is governed. In March, the Starbucks shareholder meeting may be a first test for new powers long sought by unions and …
Published on 1 year, 11 months ago
Two stock markets, two takes
While the S&P 500 just hit a new high, the FTSE 100 is down about 3 per cent for the year. Today on the show, we talk about the two markets. First, we ask if antitrust cases might slow the tech compa…
Published on 1 year, 11 months ago
Is America overpriced?
There is an historically large premium on the S&P 500, when compared to markets in the rest of the world. That reflects strong outperformance in the past decade, but can that last? Today on the show,…
Published on 1 year, 11 months ago