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Cash Rethink Energises Asset Markets
As interest rates jumped, cash ruled for a lot of investors. The payment for doing absolutely nothing – in the form of money market funds and other interest-bearing instruments – was the highest in d…
Published on 1 year, 11 months ago
Introducing Untold: The Retreat
Introducing Untold, a new podcast from the special investigations team at the Financial Times. In its first series, The Retreat, host Madison Marriage examines the world of the Goenka network, which …
Published on 1 year, 11 months ago
Today's inflation numbers
Today on the show, we dig into the latest inflation numbers, examining the results for shelter, goods and energy, and think about what it all means for the 10-year Treasury yield. Also, we go long da…
Published on 1 year, 11 months ago
Tech stock winners
In July, the FT’s Rob Armstrong and Elaine Moore went head-to-head in a stock-picking competition, drafting their favourite stocks from the Magnificent Seven, the seven tech stocks dominating the mar…
Published on 1 year, 11 months ago
Cool markets, hot takes
After a roaring December, the markets cooled a bit in the first days of 2024. Today on the show, hosts Ethan Wu and Robert Armstrong think big thoughts about long yields in treasuries, the historical…
Published on 1 year, 11 months ago
The year ahead, according to AI, and humans
Today on the show, we’re looking at the year ahead, with AI by our side. Our colleague Bryce Elder at the FT built an online quiz that pits AI against analysts in writing prose about the future. We t…
Published on 1 year, 11 months ago
The Unhedged Awards
Today on the show, hosts Ethan Wu, Katie Martin and Rob Armstrong dole out the first-ever Unhedgies, awards for categories such as the best overall deal, scam, IPO, central banker – we do not choose …
Published on 2 years ago
Markets gone wild
Last week’s Fed statements revealed that its Open Market Committee was thinking about the possibility of interest rate cuts at some point, and the markets responded with insane glee, unexpectedly sen…
Published on 2 years ago
Thirty-seven years of wisdom
Jonathan Guthrie has been covering finance for 37 years. Today on the show, he talks with hosts Ethan Wu and Robert Armstrong about what he’s learnt, covering everything from market collapses to inve…
Published on 2 years ago
Central bank lookahead
Inflation has slowed in the US, the UK, and the EU. Will this mean interest rate cuts next year? Markets seem to think so, but comments from central bankers this week may temper that enthusiasm. Also…
Published on 2 years ago