Podcast Episodes

The diamond market disrupted

Diamond output by the mining giant De Beers is down 23% this quarter. Demand is slowing as a bounce from the coronavirus pandemic wears off and synth…

1 year, 11 months ago

Active changes to passive indices

When the S&P 500 finally let Tesla join the index a few years ago, its stock soared. Similarly, the fortunes of countries have changed when their deb…

1 year, 11 months ago

How oil got to $90 a barrel

While we’ve been watching Nvidia and other sparkly tech stocks, oil has been sneaking up to touch $90 a barrel. Today on the show, we talk about oil …

1 year, 11 months ago

High interest rate anxiety

Last year, Katie and Ethan made a bet about when the Fed would cut interest rates. Today, as the first quarter ends and markets flatten a bit, it’s t…

1 year, 11 months ago

Shopify vs Amazon

Shopify was an online darling during the pandemic but has faced challenges since then. However, it has still grown into an e-commerce site that handl…

1 year, 11 months ago

Should we worry about private credit?

Private credit is booming, nearing $2tn in assets globally. Most of that debt is being traded out of the public eye, a fact highlighted in the latest…

1 year, 11 months ago

Rethinking Tesla and Apple

In the last months, the stock market has been a joyride, but not for two of the biggest names in tech: Tesla and Apple. Today on the show we look at …

1 year, 11 months ago

Navigating the next super cycle

Today on the show, we’re taking the long view, the very long view. Our guest is

Peter Oppenheimer, the head of macro research in Europe for Goldman Sa…

2 years ago

Wall Street bets on Reddit

Reddit has never had a profitable year. And yet its IPO this week saw its shares skyrocket on the first day of trading. Today on the show, we ask if …

2 years ago

The great British bargain show

The major stock index in the UK, the FTSE 100, includes some of the biggest and most profitable multinational companies in the world. But in recent y…

2 years ago