Podcast Episodes
Back to Search
Big week for central banks
Interest rates have driven the conversation about markets over the past year. And this week, the US Federal Reserve, the European Central Bank and the Bank of Japan will all be making announcements. …
Published on 2 years, 5 months ago
The private credit boom
As regulators continue to worry about big and small banks, a lot of midsized companies are turning to private credit for loans. These loans are issued at floating interest rates, can be hard to value…
Published on 2 years, 5 months ago
Getting inflation wrong
Last week’s US inflation numbers were surprisingly low, a very moderate 3 per cent. That could be due to an increasing supply of workers and goods. And it might *not* be due to the Federal Reserve’s …
Published on 2 years, 5 months ago
The 2023 Unhedged stock draft
Seven stocks are powering the market: Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla. How will they do in the second half of this year? Ethan Wu hosts as Rob ‘Value This’ Armstrong takes …
Published on 2 years, 5 months ago
Why the bond market matters now
The bond market dwarfs the stock market. But for more than a decade, equities have been the subject of conversation, and returns. Now that has flipped. Today on the show, hosts Ethan Wu and Katie Mar…
Published on 2 years, 5 months ago
Harry Markowitz found a free lunch in finance
Markowitz, a titan of finance who won the 1990 Nobel prize in economics, died last month. He showed, in a mathematically rigorous way, that diversification could bring higher returns without higher r…
Published on 2 years, 5 months ago
Will empty offices hurt the US economy?
The persistence of working from home, the rise in interest rates, and job cuts in finance and tech all spell trouble for the owners of office buildings. How bad will it get? And will the troubles in …
Published on 2 years, 5 months ago
Does Japan’s stock market rally have legs?
Japanese stocks have been on a tear this year. There are a few reasons for this: Japan looks better than lots of other places, Japanese monetary policy is giving stocks a boost, and its corporate gov…
Published on 2 years, 5 months ago
What’s going on with car insurance?
Car insurance costs in the US have shot up by 23% in the past 18 months, dwarfing the overall rise in inflation. What exactly is happening? And what lessons can be learnt? We discuss how idiosyncrati…
Published on 2 years, 6 months ago
Why investors hate this bull market
On paper, it’s a strong market. The S&P 500 is up more than 14 per cent this year. But for professional investors, it’s confusing. Most of the gains are driven by just seven stocks, all big tech name…
Published on 2 years, 6 months ago