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The nasty Taco question
Our co-host Rob Armstrong has been talking about the “Taco trade” (Trump Always Chickens Out) for a few weeks, and on Wednesday a journalist asked the US president about it. Trump did not like the qu…
Published on 6 months, 3 weeks ago
The ‘big beautiful’ budget vs the bond market
President Donald Trump’s ‘big beautiful’ bill was passed by the House of Representatives last week. It adds yet more deficit spending to the US budget. But can it survive the bond market? Today on th…
Published on 6 months, 4 weeks ago
When Spacs attack
Special purpose acquisition companies are basically bags of money looking for businesses to acquire. They boomed in 2021 and then went into hiding. Now they’re back and booming. Today on the show, Ro…
Published on 7 months ago
The microcap explosion
Microcaps of every sort have been rushing to list on US exchanges. Many are from China and represent shares in tiny companies, such as a chain of hot pot stores. Today on the show, Katie Martin and A…
Published on 7 months ago
The UK’s trade deal
Recent announcements about trade deals with the UK and China have cheered markets. But what exactly did the UK agree, and why? Today on the show, the FT’s trade guru Alan Beattie joins Katie Martin t…
Published on 7 months, 1 week ago
Not-so-bad news is the new good news
Lower-than-expected inflation and the start of negotiations with China seemed to help stocks on Monday. But the dollar remained uncharacteristically weak. Today on the show, Rob Armstrong and Aiden R…
Published on 7 months, 1 week ago
Berkshire after Buffett
At the annual meeting of Berkshire Hathaway, Warren Buffett announced his retirement from day-to-day management. Today on the show, Katie Martin and Rob Armstrong look at his incredible career, and t…
Published on 7 months, 2 weeks ago
Will the real money pivot to Europe?
There is fast money and there is real money. Fast money means day traders and hedge funds, who jump in and out on the day's news. But the real money — that of governments and insurance and pension fu…
Published on 7 months, 2 weeks ago
GDP goes negative
The GDP contracted this past quarter – a turnaround from two years of surprisingly steady growth. Baked into that negative number are imports, as sellers rush to bring in goods ahead of tariffs. Toda…
Published on 7 months, 3 weeks ago
Bad shipping news
Air and sea freight bookings for international cargo are plunging. As the reality of empty shelves starts to hit consumers, will Donald Trump blink? Today on the show, Katie Martin and Rob Armstrong …
Published on 7 months, 3 weeks ago