Public problems for private equity
For years, low interest rates let private equity deliver huge returns to investors. But now rates are up, and private equity is struggling. Many PE fi...
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About
Ethan Wu, Katie Martin and other markets nerds at the Financial Times explain the big ideas behind what’s happening in finance right now. Every Tuesday and Thursday. Hosted on Acast. See acast.com/privacy for more information.
Three markets we’re watching
Conflict in the Middle East is dominating the news this week. Today on the show, we’re looking at three markets that traditionally respond to disrupti...
The Biden scorecard
We don’t really do politics, but with election season underway, candidates are arguing about the American economy. Incumbents say it’s terrific. Chall...
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 d...
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...
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 intere...
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 ...
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...
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, t...
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 picke...