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Financial Times & Pushkin Industries

Katie Martin, Robert Armstrong and other markets nerds at the Financial Times explain the big ideas behind what’s happening in finance right... more

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Episodes

The $2tn man

Nicolai Tangen oversees Norges Bank Investment Management, also known as Norway’s oil fund. It contains about $2tn in assets, based... more

17 Oct 2024 · 21 minutes
Are emerging markets back?

Grouping the majority of the world’s economies into a basket labelled “emerging markets” and trying to generalise about them is... more

15 Oct 2024 · 19 minutes
Novo Nordisk, Eli Lilly and the GLP-1 economy

Eli Lilly’s shares have surged 750 per cent over five years. Novo Nordisk’s are up about 360 per cent in... more

10 Oct 2024 · 20 minutes
Markets send mixed signals

Stocks are flying, rates are plunging, jobs are surging, but everyone says they’re anxious. What is going on? Today on... more

08 Oct 2024 · 20 minutes
Markets and the Middle East

As the conflict in the Middle East expands to include Lebanon and Iran, markets are responding with surprising nonchalance. Why?... more

03 Oct 2024 · 16 minutes
Is the China stimulus package enough?

Last week China announced it would be providing low-cost funds to investors in both equities and the property market. The... more

01 Oct 2024 · 16 minutes
Immigration and unemployment

When discussing the economy after the interest rate cuts last week, chair of the US Federal Reserve Jay Powell made... more

26 Sep 2024 · 19 minutes
The case for small and mid caps

As the Federal Reserve starts to lower interest rates, a perennial theory has returned: that small and mid caps will,... more

24 Sep 2024 · 22 minutes
Federal Reserve puts on enormous party hat

In a massive surprise on Wednesday, one of Rob Armstrong’s predictions turned out to be right. The Fed did indeed... more

19 Sep 2024 · 18 minutes
What is Apollo, anyway?

Apollo Global Management is publicly traded and one of the largest alternative asset managers in the world. But what does... more

17 Sep 2024 · 22 minutes
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The $2tn man
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