Podcast Episodes
Back to Search
The increasingly odd bond market
The 10- and 30- year Treasury yields just hit their highest levels since 2007, sending prices down. And at the same time, equities moved in the same direction. That’s not supposed to happen. Today on…
Published on 2 years, 2 months ago
How high, and for how long?
The markets tried denying that the Federal Reserve really would keep rates “higher for longer”. But in the past week, equities and debt finally seemed to accept that high interest rates are here to s…
Published on 2 years, 2 months ago
The strong US dollar gets stronger
The US dollar has been on a tear, just reaching a six-month high. It might be a sign investors and traders are getting used to the idea that US interest rates will be “higher for longer.” Today on th…
Published on 2 years, 2 months ago
Well, actually: Our ‘Dumb Money’ movie review
Dumb Money, out this week, stars Seth Rogen, America Ferrera and several very tricky finance moves. We liked Seth and America, but we definitely have questions about the portrayal of clearing houses,…
Published on 2 years, 3 months ago
Basis trade freakout (low key)
Hedge funds are piling into the basis trade — a bet on the difference between the price of Treasuries and the price of Treasury futures — and they are levering up, too. Today on the show, we ask: Are…
Published on 2 years, 3 months ago
Bonus Interview: Robyn Grew, Man Group CEO
Robyn Grew is the new CEO of the Man Group, which manages more than $150 billion over multiple hedge funds. On September 3, she joined Katie Martin, the FT’s Markets Editor, at the FT Weekend Festiva…
Published on 2 years, 3 months ago
Three IPOs test the market
As we recorded our show, Arm, the British chip designer, was finally going public in a much-watched IPO. Following in the next weeks are grocery picker Instacart and the strangely fashionable sandal …
Published on 2 years, 3 months ago
A Tale of Two Housing Markets
Inflation is hitting the US and the UK, but housing prices are going up in the US and down in the UK. Today on the show, we ask why, learn about two completely different ways of thinking about mortga…
Published on 2 years, 3 months ago
Big win for Big Crypto
Grayscale Investments manages funds of digital assets – cryptocurrency – for investors. They just won a case against the US Securities and Exchange Commission, which could eventually let it, or anoth…
Published on 2 years, 3 months ago
Good job numbers and a bad attitude
Summer’s nearly over, autumn is approaching, and the jobs numbers came in just right. So what are we worried about? Besides the slowdown in China, there are also concerns about the sagging bond marke…
Published on 2 years, 3 months ago