Alle afleveringen
348 afleveringen, van nieuw naar oud
-
Whistleblowing in the UK, Ep. 1: The cost of speaking up
8 december 2025 · 30 min
For years, corporate whistleblowers in the UK have found themselves in an unenviable predicament. They’re encouraged to report wrongdoing, but at the same time they often feel like they’ve risked everything: their careers and livelihoods in exchange for little. In this special two-part series, we explore why critics think this system is failing whistleblowers and what the UK can do to change things. Lees meer
In part one: We hear from two whistleblowers who share why they blew the whistle and what went wrong after. Plus, the FT’s financial regulation editor Martin Arnold and Mary Inman, the attorney who represented well-known whistleblowers such as Frances Haugen of Meta and Tyler Shultz of Theranos, discuss the systemic issues whistleblowers have faced in the UK.
Part two airs next Monday, December 15.
The FT does not use generative AI to voice its podcasts.
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Should corporate whistleblowers get paid?
Whistleblowers could earn millions as HMRC targets tax fraud
Corporate whistleblowing in the UK needs a shake-up
Asset management: inside the scandal that rocked GAM
- - - - - - - - - - - - - - - - - - - - - - - - - -
Behind the Money host Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Coming soon: The cost of corporate whistleblowing in the UK
5 december 2025 · 1 min
For years, corporate whistleblowers in the UK have found themselves in an unenviable predicament. They’re encouraged to report wrongdoing, but at the same time they often feel like they’ve risked their livelihoods in exchange for very little in the end. The fallout from whistleblowing can cost them their careers or worse. Starting next Monday, Behind the Money is launching a two-part special series on what, if anything, the UK can do to change this. Listen every Monday on Behind the Money. Lees meer
Hosted on Acast. See acast.com/privacy for more information.
-
Business History: The Secret of Southwest’s Success
3 december 2025 · 52 min
This week we’re sharing an episode from Business History, a podcast from Pushkin Industries. Former Planet Money hosts Jacob Goldstein and Robert Smith explore what the businesses of the past can teach us about commerce today. Lees meer
In this episode, Goldstein and Smith look at how Southwest Airlines developed a winning formula that forced its competitors to change how they did business — but then the Southwest model fell apart.
Find Business History on YouTube or wherever you get your podcasts.
Hosted on Acast. See acast.com/privacy for more information.
-
KKR, Bain and private equity’s push into Japan
26 november 2025 · 22 min
When international private equity groups first entered Japan at the turn of the 21st century, newspapers criticised them as vulture funds and politicians steered clear of public contact. Today, it’s a different story. Dozens of buyout groups have set up in the country and the establishment is courting them. The FT’s Tokyo correspondent David Keohane and Tokyo bureau chief Leo Lewis explain why there’s been a shift, and how private equity’s presence may rejuvenate Japanese corporates. Clips from Toho. Lees meer
The FT does not use generative AI to voice its podcasts.
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Is Japan private equity’s next frontier?
Buyout firms play the long game beyond Tokyo
Investors sense this time is different for Japan
KKR-owned auto parts supplier Marelli files for US bankruptcy protection
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow David Keohane (@DavidKeo) and Leo Lewis (@Urbandirt) on X. Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
- - - - - - - - - - - - - - - - - - - - - - - - - -
To sign up for free to the new FT Alphaville newsletter on substack, go to ftav.substack.com
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Coming soon from Tech Tonic: Defying death
24 november 2025 · 2 min
Investors are spending billions of dollars on novel ways to extend human life through inventive treatments, therapies, and even manipulating our genes. And increasingly, it seems as though anti-ageing efforts have moved from the super rich to a mass market consumer industry. In this series, we’re covering the past, present and future of the longevity movement. We’ll be looking at where the fixation on longevity is coming from, and trying to understand the practical and ethical issues at the heart of this cutting-edge field of research. Lees meer
From Silicon Valley fantasies, to Singaporean health spas, to Colombian genetic clinics and beyond, the FT’s Hannah Kuchler and Michael Peel ask whether breakthroughs in science and technology can really help us live longer, and even stop us aging altogether.
Free to read:
US ‘wellness’ industry scents opportunity to go mainstream
The quest to make young blood into a drug
This season of Tech Tonic was produced by Josh Gabert-Doyon. The senior producer is Edwin Lane. Flo Phillips is the executive producer. Sound design by Breen Turner and Samantha Giovinco. Fact checking by Simon Greaves, Lucy Baldwin and Tara Cromie. Original music by Metaphor Music. Manuela Saragosa is the FT’s acting co-head of audio.
The FT does not use generative AI to voice its podcasts.
Hosted on Acast. See acast.com/privacy for more information.
-
What’s the deal with OpenAI's deals?
19 november 2025 · 26 min
OpenAI is entering a new era. It's restructured to add a for-profit arm to its business and has signed more than a trillion dollars’ worth of deals to secure chips and build out data centres. But those huge financial commitments also raise massive questions: How will a heavily loss-making company fund $1.4tn worth of deals with some of the biggest publicly listed companies in the world? And what systemic risks could that come with? The FT's US west coast financial editor Tabby Kinder and venture capital correspondent George Hammond answer the questions everyone's asking. Lees meer
The FT does not use generative AI to voice its podcasts.
Clips from Bg2 Pod, CNBC, Yahoo Finance
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
How OpenAI put itself at the centre of a $1tn network of deals
Who owns OpenAI? Blockbuster deals complicate investor payouts
OpenAI shunned advisers on $1.5tn of deals
How high are OpenAI’s compute costs? Possibly a lot higher than we thought
- - - - - - - - - - - - - - - - - - - - - - - - - -
Attend the FT Global Banking Summit, December 2-4 in London: Enter SAVE20 for a 20% discount, register here.
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Tabby Kinder (@Tabby_Kinder) and George Hammond (@GeorgeNHammond) on X or on Bluesky (@tabbykinder.bsky.social), (@georgehammond.bsky.social). Behind the Money host Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Pfizer and Novo Nordisk’s $10bn battle over weight-loss drugs
12 november 2025 · 26 min
Pharma juggernauts Pfizer and Novo Nordisk are struggling in the obesity drug race.The two companies are searching for their next moneymaker, and that search recently spun out into a ferocious, multibillion-dollar battle for control of biotech start-up Metsera. The FT’s US deals and activism correspondent Oliver Barnes walks through the tussle that’s involved lawsuits, public barbs and political drama. Lees meer
Clips from CNBC, Pfizer, Yahoo Finance
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading and listening:
Weight-loss wars: $10bn hostile battle pits Pfizer against Novo Nordisk
Pfizer shows hardball mettle needed to win in 2025 M&A
There is only one winner in the Pfizer Novo Nordisk showdown
Ozempic’s unconventional origins
- - - - - - - - - - - - - - - - - - - - - - - - - -
Attend the FT Global Banking Summit, 2-4 December in London: Enter SAVE20 for a 20% discount, register here.
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Oliver Barnes on X (@mroliverbarnes), or on Bluesky (@mroliverbarnes.bsky.social) Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
The $17bn nuclear start-up without any revenue
5 november 2025 · 23 min
Publicly-listed Oklo sits at the intersection of two hot areas for Wall Street: artificial intelligence and energy companies. This year alone, Oklo’s share price has jumped more than 400 per cent. But the business hasn’t generated any revenue. It hasn’t built a nuclear reactor, and it hasn’t secured any binding contracts with customers. The FT’s US energy editor Jamie Smyth explains the enthusiasm for Oklo, its links to the Trump administration and whether it can live up to the hype. Lees meer
Clips from New York Stock Exchange, The White House, a16z
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Inside Oklo: the $20bn nuclear start-up without any revenue
US and investors gambling on unproven nuclear technology, warn experts
Donald Trump’s assault on US nuclear watchdog raises safety concerns
- - - - - - - - - - - - - - - - - - - - - - - - - -
Attend the FT Global Banking Summit, 2-4 December in London: Enter SAVE20 for a 20% discount, register here.
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Jamie Smyth on X (@JamieSmythF), or on Bluesky (@jamiesmythft.bsky.social). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
$12bn of debt: How First Brands Group collapsed
29 oktober 2025 · 27 min
Some of the world’s biggest financial institutions are reeling after the collapse of a little-known car parts supplier: First Brands Group. The company filed for bankruptcy last month, and since then, FT reporters have shone a spotlight on billions of dollars of hidden debt and a secretive founder whose borrowing habits left creditors exposed. The FT’s corporate finance editor Robert Smith and banking editor Ortenca Aliaj walk through their investigation and explain how this event has raised questions about potential cracks in private credit. Lees meer
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
The secretive First Brands founder, his $12bn debt and the future of private credit
First Brands Group: dude, where’s my cash?
First Brands bankruptcy: the losers — and winners
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Robert Smith on X (@BondHack), or on Bluesky (@bondhack.ft.com). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Can the world’s largest listed hedge fund rebound?
22 oktober 2025 · 19 min
The world’s largest listed hedge fund manager, Man Group, is at a crossroads. After years of high flying thanks to its innovative quant trading strategies, the company’s hedge fund unit has been faltering. Recently, the performance of Man Group’s core business has been lacklustre, and some institutional investors have pulled their money. The FT’s hedge fund correspondent Costas Mourselas analyses which strategies Man Group may pursue to rebound. Lees meer
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Can the world’s largest listed hedge fund rebound?
Man Group’s hedge fund blues
Robyn Grew: the ‘force of nature’ named Man Group chief executive
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Costas Mourselas on X (@CostasMourselas). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Introducing Untold: Toxic Legacy
16 oktober 2025 · 2 min
Introducing Toxic Legacy, a new season of Untold from the Financial Times. Host Laura Hughes uncovers a lead poisoning epidemic across the UK. You might be living with lead and not know it: the toxin is often invisible to the human eye, but wreaks havoc on our bodies once we’re exposed. The first episode of Untold: Toxic Legacy launches October 22. Lees meer
Listen on Apple Podcasts, Spotify, Pocket Casts or wherever you get your podcasts.
For information on how to live safely with lead, please visit the LEAPP Alliance website.
Hosted on Acast. See acast.com/privacy for more information.
-
The meltdown at Nestlé
15 oktober 2025 · 20 min
From KitKat candy bars to Perrier mineral water, Nestlé owns thousands of brands. But recently the world’s largest food and beverage company has severely underperformed its rivals in the wider consumer goods sector. The business is also emerging from a scandal involving its most recent chief executive. The FT’s consumer industries reporter Madeleine Speed explains how Nestlé’s challenges fit into an industry under pressure from shareholders, and what plans the group’s new leadership are considering. Lees meer
Clips from TBS/YouTube and Nestlé
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
The meltdown at Nestlé
Nestlé’s CEO ousting makes case for corporate ‘veep’
Denials and defiance: Nestlé chief’s exit over relationship prompts investor unrest
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Madeleine Speed on X (@SpeedMaddie). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Elon Musk and the end of a telecom tycoon’s dream
8 oktober 2025 · 24 min
In recent weeks, satellite business EchoStar has clinched multibillion-dollar deals with SpaceX and AT&T. It may sound like boom times for founder Charlie Ergen, but these deals illustrate something different: the abandoning of an ambitious, decades-long quest to build his own mobile phone network. The FT’s Wall Street editor Sujeet Indap and US trading and crypto correspondent Jill R Shah explain how Ergen’s fortunes changed, and the role Elon Musk and US President Donald Trump played in that. Lees meer
Clips from CNBC, Reuters, Yahoo Finance, Echostar/Vimeo
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
How a deal with Elon Musk helped a telecoms tycoon save his company from bankruptcy
Trump forces billionaire to fold
Charlie Ergen: Media mogul at a Sprint
- - - - - - - - - - - - - - - - - - - - - - - - - -
Behind the Money has been nominated for a Signal Award in the Money & Finance category! It's a Listener Choice award, which means we need your help. Vote for us to win here. We appreciate your support!
Follow Sujeet Indap on X (@sindap), or on Bluesky (@sindap.bsky.social). Follow Jill Shah on X (@jillrshah). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Coming soon from Tech Tonic: Mission to Mars
6 oktober 2025 · 2 min
US President Donald Trump has pledged to “plant the stars and stripes on the planet Mars”, China could send its first crewed mission to Mars within a decade, and Elon Musk wants people to actually settle on Mars, transforming the human race into an interplanetary species. Lees meer
In a new series of Tech Tonic, the FT’s Peggy Hollinger asks if we’re really about to land, and even live, on the red planet.
Free to read:
Musk’s mission to Mars
Three days with America’s rocket chasers
Tech Tonic is produced by Mischa Frankl-Duval. The senior producer is Edwin Lane. Flo Phillips is the executive producer. Sound design by Breen Turner and Samantha Giovinco. Original music by Metaphor Music. Manuela Saragosa is the FT’s acting co-head of audio.
Hosted on Acast. See acast.com/privacy for more information.
-
The unsustainable boom in India’s Silicon Valley
1 oktober 2025 · 23 min
India’s tech hub Bangalore has experienced huge growth of companies and employees in the past two decades. But the city’s infrastructure is not keeping up with such rapid growth. With the tech sector contributing more than $300bn to the nation’s economy, what happens to the country’s growth if Bangalore can’t solve its issues? The FT’s Mumbai bureau chief Chris Kay and Mumbai correspondent Krishn Kaushik travelled to Bangalore to try to find out. Lees meer
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
The unsustainable boom in India’s Silicon Valley
Multinationals turn to India’s back offices for AI engineers
Indian IT shares fall over fears from Trump’s $100,000 H-1B visa fee
- - - - - - - - - - - - - - - - - - - - - - - - - -
Behind the Money has been nominated for a Signal Award in the Money & Finance category! It's a Listener Choice award, which means we need your help. Vote for us to win here. We appreciate your support!
Follow Chris Kay on X (@christopherkay) or on Bluesky (@christopherkay.ft.com), and Krishn Kaushik on X (@Krishn_) Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Vote for Behind the Money in the Signal Awards!
26 september 2025 · 1 min
Behind the Money has been nominated for a Signal Award in the Money & Finance category! It's a Listener Choice award, which means we need your help. Vote for us to win here. We appreciate your support! Lees meer
And while you're at it, vote for some other FT podcasts that have also been nominated. The FT News Briefing podcast was nominated for best daily podcast category. Vote here. And our Tech Tonic podcast was nominated for best technology podcast. Vote here.
Hosted on Acast. See acast.com/privacy for more information.
-
A subprime auto lender collapsed. Wall Street has questions
24 september 2025 · 20 min
The recent collapse of Tricolor Holdings, a subprime auto lender in Texas, has left a trail of losses and questions from Wall Street to low-income immigrant communities throughout the American south-west. The FT’s US banking correspondent Akila Quinio, and Amelia Pollard, US investment correspondent, explain what they’ve found. Lees meer
Clip from Fifth Third
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Tricolor collapse sparks concern about health of US subprime auto sector
Debt linked to collapsed subprime auto lender Tricolor tumbles
JPMorgan and Fifth Third face losses tied to collapsed subprime car lender
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Amelia Pollard on X (@ameliajpollard) and Bluesky (@pollard.bsky.social) and Akila Quinio on X (@akilazoe). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Is there a future for the ‘Amazon of Africa’?
17 september 2025 · 24 min
Ecommerce start-up Jumia was supposed to become the “Amazon of Africa”. Its prospects seemed promising after raising close to $800mn prior to its IPO in 2019 — more than any African start-up. But in the years since, things haven’t gone the way investors probably hoped. The FT’s west and central Africa correspondent Aanu Adeoye explains Jumia’s plans to turn the business around, and what its challenges say about applying western business models in Africa. Lees meer
Clip from New York Stock Exchange
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Is there a future for the ‘Amazon of Africa’?
‘Amazon of Africa’ Jumia fights to rebuild investor trust
Complaints that Jumia is not African ring hollow
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Aanu Adeoye on X (@aanuadeoye). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
How the diamond industry lost its sparkle
10 september 2025 · 24 min
The natural diamond industry is facing an existential threat: lab-grown diamonds. They’re chemically and physically identical to natural stones, and they're just a fraction of the price. Eleanor Olcott, the FT’s China technology correspondent, travelled to the epicentre of lab-grown diamond production in the central Chinese province of Henan to see how they’re made. While the FT’s natural resources editor, Leslie Hook, explores what the sale of leading natural diamond producer, De Beers, could mean for the future of the sector. Lees meer
Clip from Arnold Worldwide
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
How the diamond industry lost its sparkle
The sparkle is fading in Africa’s diamond heartland
Taylor Swift hands diamonds a moment to shine
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Leslie Hook on X (@lesliehook) and Eleanor Olcott on X (@EleanorOlcott). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Chevron prepares to take on ExxonMobil
3 september 2025 · 20 min
Earlier this summer, energy supermajor Chevron secured access to one of the most valuable oilfields in the world. It was the culmination of a months-long battle that pitted America’s second-largest oil company against the largest, ExxonMobil. The FT’s US energy editor, Jamie Smyth, looks at what Chevron aims to do next, and how it plans to take on its larger rival. Lees meer
Clips from CNBC, Bloomberg
- - - - - - - - - - - - - - - - - - - - - - - - - -
Sign up for the FT Weekend Festival at ft.com/festival and use the promo code “FTPodcasts” for 10 per cent off.
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Chevron prepares for US oil supermajor battle with Exxon
Chevron seals $53bn Hess takeover after Exxon fails to torpedo deal
For further listening … Our Behind the Money episode on Guyana from 2024:
Will Exxon make or break Guyana?
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Jamie Smyth on X (@JamieSmythF) and Bluesky (@jamiesmythft.bsky.social). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Coming soon from Tech Tonic: Will AI ruin music?
29 augustus 2025 · 2 min
AI music generators - platforms that use artificial intelligence to create new, original music from scratch - can make songs that are almost indistinguishable from human creations. For some musicians, they’re the next frontier in music-making technology. But for others, they represent a grave threat, flooding the world with low-grade AI music, stealing the jobs of working musicians, and even spelling the end of the creative process as we know it. Is this just technophobia, or is music facing AI annihilation? Lees meer
In a new two-part series of Tech Tonic, the FT’s pop critic Ludovic Hunter-Tilney explores the emerging world of AI music, and the impact it could have on the industry.
Tech Tonic is presented by Ludovic Hunter-Tilney. The producers are Lulu Smyth and Josh Gabert-Doyon. Edwin Lane is the senior producer, Flo Phillips is the executive producer. Sound design by Breen Turner and Samantha Giovinco. Original Music by Metaphor Music. Manuela Saragosa and Topher Forhecz are the FT’s acting co-heads of audio.
Hosted on Acast. See acast.com/privacy for more information.
-
Unhedged: The Fed under attack
27 augustus 2025 · 21 min
This week we're sharing an episode from, Unhedged, another podcast from the FT network. Lees meer
The annual meeting of central bankers in Jackson Hole, Wyoming, is supposed to be an intellectual retreat. Instead, it was overshadowed by personal and political attacks on US Federal Reserve board member Lisa Cook. Today on the show, Katie Martin talks to US economics editor Claire Jones about her reporting from Jackson Hole and what might happen if the central bank falls under the president’s control. Also, we attempt to go long and short but are interrupted by a fire alarm.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.
You can email Robert Armstrong and Katie Martin at unhedged@ft.com.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Palantir’s relentless rise
20 augustus 2025 · 23 min
Palantir shares have soared this year, making the data analytics company one of the most valuable listed US tech groups. The FT’s Tabby Kinder explains how a paradigm shift in Silicon Valley helped propel Palantir to new heights and why many think it will be among the biggest winners of more US federal spending on national security, immigration and space exploration – even as others have started questioning its valuation. Lees meer
Clips from Bloomberg, CNBC, FOX Business, HBO, More Perfect Union, Newsweek, TechCrunch, Palantir Vision, The 92nd Street Y, New York
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Palantir becomes a ‘Trump trade’ as investors bet on higher defence spending
How Donald Trump’s spending bill will boost Silicon Valley’s defence companies
Palantir lifts outlook as AI boom sends quarterly revenue to $1bn
Palantir’s ‘revolving door’ with government spurs huge growth
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Tabby Kinder on X (@Tabby_Kinder) and Saffeya Ahmed on X (@saffeya_ahmed) or follow Saffeya on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Why Big Tobacco is buzzing over nicotine pouches
19 augustus 2025 · 21 min
This is a revised version of an earlier episode and clarifies the position of Zyn in the US market. Lees meer
As the popularity of cigarettes has slid in the past couple decades, Big Tobacco has been searching for a new hit product. Now, they think they’ve found it: nicotine pouches. FT reporters Clara Murray and Mari Novik explain how nicotine pouches became popular, and whether they’ll become the sector’s newest addiction or if they will be snuffed out.
Clips from ABC News, ABC4 Utah, CBS Mornings, Theo Von Podcast, Time, TikTok
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
The new nicotine hit that could save Big Tobacco
Big Tobacco stock rally reveals uncomfortable truth
Big Tobacco will take heat on its smokeless transformation
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Clara Murray on X (@clara__murray) and Bluesky (@claradoodle.bsky.social). Follow Mari Novik on X (@marinoevik) and Bluesky(@marinovik.bsky.social). Saffeya Ahmed is on X (@saffeya_ahmed), or you can follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Can Bobby Jain build the next hedge fund giant?
6 augustus 2025 · 22 min
Two summers ago, hedge fund manager Bobby Jain set out with a huge goal: build a hedge fund that can rival the likes of industry giants Citadel and Millennium. But in the year since his firm started trading, Jain has found the going tough. FT hedge fund correspondents Amelia Pollard and Costas Mourselas explain what difficulties he has encountered, and whether building a true rival in this space is possible. Lees meer
Clip from Bloomberg TV
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading & listening:
Big launch, small gains: Bobby Jain struggles to match hedge fund giants
The next Millennium’s slow start
Citadel and Millennium outshone by smaller hedge fund rivals after trade war turmoil
🎧 Hedge fund pioneers face signs of a reckoning
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Amelia Pollard (@ameliajpollard), Costas Mourselas (@CostasMourselas) and Saffeya Ahmed (@saffeya-ahmed) on X, or follow Saffeya on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Fixable: How to bring a business back to life
30 juli 2025 · 40 min
This week we’re sharing an episode from Fixable, a podcast from TED. In it, hear about the resurrection of Barnes & Noble. Lees meer
Chief revival architect and CEO James Daunt joins hosts Anne Morriss and Frances Frei to discuss the unconventional leadership strategies that helped him navigate through the pandemic and keep bookstores alive in the age of Amazon and e-books. Anne and Frances explore James’s non-hierarchical approach to team building, dive into the challenges he faced on his mission to revitalise the company, and discover the principle at the heart of his strategy. Listen to Fixable wherever you get your podcasts.
Hosted on Acast. See acast.com/privacy for more information.
-
Wall Street banks and private equity’s tussle over junior talent
23 juli 2025 · 23 min
The competition for junior talent between private equity and Wall Street banks reached a new peak this summer. That’s thanks to a controversial recruiting practice that is causing both industries to find talent earlier and earlier. Lees meer
Now, powerful figures such as JP Morgan Chase CEO Jamie Dimon are publicly decrying the strategy. The FT’s Wall Street editor Sujeet Indap and banking editor Ortenca Aliaj explain the origins of this friction and what it says about the future of Wall Street and private equity’s top firms.
Clip from the Psaros Center for Financial Markets and Policy
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Wall Street vs private equity: can anyone stop the grad recruitment creep?
Is investment banking still a jewel in Wall Street’s crown?
Private equity abandons early recruiting after Jamie Dimon fightback
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Ortenca Aliaj on X (@OrtencaAl) and Bluesky (@ortenca.bsky.social), and Sujeet Indap on X (@sindap) and Bluesky (@sindap.bsky.social). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Introducing Tech Tonic: The rise and fall of Trump’s tech bros
22 juli 2025 · 1 min
Can Tim Cook save Apple from the trade war? Has Mark Zuckerberg really been a fan of Donald Trump all along? And is the bromance between Elon Musk and the president really over? Lees meer
In a new season of Tech Tonic, Murad Ahmed explores the relationships between Trump and some of the titans of the tech world. What is really driving those relationships, and what might they mean for the future of technology in the US and beyond?
Free to read:
‘He is power’: billionaires line up for Donald Trump’s inauguration
Donald Trump lashes out at Apple over plan to ship US iPhones from India
How Jeff Bezos made peace with Donald Trump
What has Elon Musk’s Doge actually achieved?
How Joel Kaplan became Mark Zuckerberg’s most trusted political fixer
How Peter Thiel and Silicon Valley funded the sudden rise of JD Vance
This season of Tech Tonic is presented by Murad Ahmed and produced by Josh Gabert-Doyon. The senior producer is Edwin Lane and the executive producer is Flo Phillips. Sound design by Breen Turner and Samantha Giovinco. Original music by Metaphor Music, Manuela Saragosa and Topher Forhecz are the FT’s acting co-heads of audio.
Hosted on Acast. See acast.com/privacy for more information.
-
Inside BCG’s Gaza work scandal
16 juli 2025 · 21 min
Top consulting firms have repeatedly found themselves facing a reputational crisis. The most recent example was in early July, when a Financial Times investigation revealed that Boston Consulting Group had modelled a plan to ‘relocate’ Palestinians from Gaza after entering into a multimillion-dollar contract to help launch an aid scheme for the enclave. Lees meer
In this week’s episode, the FT’s US accounting editor, Stephen Foley, explains his reporting and examines what these events say about how effective the consulting industry’s ability to avoid reputational scandals is.
Clips from the UN
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
BCG modelled plan to ‘relocate’ Palestinians from Gaza
Inside Gaza’s ‘death traps’
The little-known group poised to take over Gaza’s aid
BCG gets caught up in a scandal in Gaza
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Stephen Foley on X (@stephenfoley) and Bluesky (@stephenfoleyft.bsky.social). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
A case of Schrödinger’s tariffs
9 juli 2025 · 20 min
It’s been exactly 90 days since US President Donald Trump paused most of his ‘reciprocal’ tariffs. With just a 10 per cent blanket tariff on all imports and a higher tariff on China, economists predicted the American economy would feel the heat pretty quickly. But the sky hasn’t fallen yet – the world’s largest economy is holding strong. The FT’s US economics editor Claire Jones explains why that is and when markets may start to feel the effects of Trump’s tariffs. Lees meer
Clips from CBS News, CNBC, TODAY
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Donald Trump renews threat to hit trading partners with steep tariffs
Tariffs on household goods bring home costs of Trump’s trade wars
US tariff receipts surge in Donald Trump’s trade war
US narrows trade focus to secure deals before Donald Trump’s tariff deadline
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Claire Jones on X (@senoj_erialc) and Saffeya Ahmed on X (@saffeya_ahmed), or follow Saffeya on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
How oil traders called the Middle East war
2 juli 2025 · 19 min
When Iran attacked a US airbase in Qatar – a response to strikes on its nuclear facilities – many feared a global war may be imminent. But there was one market that didn’t break a sweat: oil. It’s typically a commodity that surges at the first sight of conflict in the Middle East. This time though, oil traders bet that the conflict involving Iran, Israel and the US would be short-lived. The FT’s energy editor Malcolm Moore explains how traders called the outcome correctly. Lees meer
Clips from ABC News, Al Jazeera, Associated Press, CBS News, Fox 9 Minneapolis St Paul, ITV News, KTLA 5, NBC News
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
How oil traders called the Middle East conflict
Fuel and fury: energy becomes a Middle East battlefield
Why oil traders are watching the Strait of Hormuz
Why is the oil price not surging?
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Malcolm Moore (@MalcolmMoore) and Saffeya Ahmed on X (@saffeya_ahmed), or follow Saffeya on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
The end of the UK’s ‘bailout era’
25 juni 2025 · 17 min
The Royal Bank of Scotland was once the biggest bank in the world. Then, hubris got the best of it. During the financial crisis the UK government spent £46bn to bail out the bank. Seventeen years and a rebrand to NatWest Group later, the government just sold its last shares in it and officially ended the country’s “bailout era”. The FT’s Akila Quinio analyses what this means for the economy and for NatWest. Lees meer
Clips from ABC News, BBC, NBC
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
The RBS story: how the world’s biggest bank was nationalised and then reborn
NatWest’s freedom dividend has already been cashed
NatWest must not forget its chequered past
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Akila Quinio on X (@akilazoe). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Inside Moët Hennessy’s crisis
18 juni 2025 · 23 min
LVMH’s wine and spirits division, Moët Hennessy, has long been a source of success – and cash – for the luxury goods behemoth. But more recently, that’s changed. The FT’s Paris correspondent Adrienne Klasa, found that certain strategic decisions made under the company’s former CEO have contributed to a change in its fortunes. She examines the missteps and whether the division can make a comeback. Lees meer
Clips from Olympics
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Moët Hennessy’s crisis: dubious deals, soaring prices and hubris
Alcohol groups face a sobering cultural shift
Moët Hennessy to cut 10% of workforce as luxury slowdown bites
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Adrienne Klasa on X (@AdrienneKlasa). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
How Indonesia cornered the nickel market
11 juni 2025 · 24 min
A decade ago, Indonesia produced only 6% of the world’s supply of refined nickel. Now, it has a de facto monopoly on the market. How did it happen? The FT’s Jakarta correspondent A. Anantha Lakshmi and FT’s commodities correspondent Camilla Hodgson examine what propelled this explosive growth and how China helped it happen. Lees meer
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
‘The Opec of nickel’: Indonesia’s control of a critical metal
‘Production first, safety later’: inside the world’s largest nickel site
Western miner Eramet sees no profits in nickel processing without Chinese partners
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow A. Anantha Lakshmi and Camilla Hodgson on X (@AnanthalakshmiA) (@CamillaHodgson). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Coming soon: The Wolf-Krugman Exchange
4 juni 2025 · 2 min
In a special six-part series of The Economics Show, Martin Wolf, the FT’s chief economics commentator, and Nobel Prize-winning economist Paul Krugman discuss the economic events reshaping the world in the wake of US President Donald Trump’s election. Lees meer
Subscribe and listen to this series on The Economics Show on Apple Podcasts, Spotify, Pocket Casts or wherever you listen to podcasts.
Episodes will also be available on the FT’s YouTube channel.
If you’d like to get in touch and ask Martin and Paul a question, please email economics.show@ft.com
Read Martin’s FT column here
Subscribe to Paul’s substack here
Hosted on Acast. See acast.com/privacy for more information.
-
Why Blackstone, KKR and Apollo are moving in different directions
4 juni 2025 · 23 min
Blackstone, Apollo and KKR. Although they have similar origins, these three top private capital groups are moving in different directions amid tumultuous markets. What do these approaches look like? And will they hold up in a potential downturn? The FT’s Antoine Gara, US private equity and deals editor, breaks down each approach and who’s most likely to perform best in the future. Lees meer
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
How Blackstone and its biggest rivals are drifting apart
Should ordinary US retirement accounts be investing in private assets?
Private equity industry shrinks for the first time in decades
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Antoine Gara on X (@AntoineGara), or on Bluesky (@antoinegara.bsky.social). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Swamp Notes: Trump’s next 100 days
28 mei 2025 · 24 min
This week, Swamp Notes goes to London for a live recording. Katie Martin, host of the Unhedged podcast, and Chris Giles, author of the FT’s Central Banks newsletter, discuss what Trump’s next few months might be like. Have markets truly recovered from the “liberation day” shock? What happens after the 90-day tariff pause is over? Our guests weigh in. Lees meer
Subscribe to the new Swamp Notes feed here.
Mentioned in this podcast:
Read the latest Chris Giles on Central Banks column here
Listen to the Unhedged podcast here
Sign up for the FT’s Swamp Notes newsletter here
Swamp Notes is produced by Katya Kumkova. Topher Forhecz is the acting co-head of audio. Special thanks to Mischa Frankl-Duval and Pierre Nicholson.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
How Trump’s tariffs threaten Ireland’s pharma fortune
21 mei 2025 · 21 min
Ireland has become a major base for US pharma companies, including Pfizer, Eli Lilly and Johnson & Johnson. That’s bolstered the economies of individual towns and played a role in the country’s massive budget surplus. Now, US President Donald Trump’s tariff threats are bringing a dose of uncertainty. The FT’s Ireland correspondent Jude Webber traveled to the town where the world’s supply of Botox is produced to see what impact potential pharmaceutical tariffs might have on the country. Lees meer
Clips from WKYC, The Journal, Bloomberg
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Trump tariffs bring furrowed brows to Ireland’s Botox town
Trump’s tariffs threaten Ireland’s pharma fortune
Ireland’s luxury problem: what to do with its €8.6bn surplus
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Jude Webber on X (@jude_webber), or on Bluesky (@judewebber.bsky.social). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
GE Vernova tries to shake its parent’s problems
14 mei 2025 · 26 min
Massive conglomerates used to define corporate best practice. Think about a company like General Electric, known as “the everything company”. But today, there’s a new popular model: de-conglomeration. The FT’s former US energy reporter Amanda Chu examines whether this is working for a power business that GE spun off last year – or if it’s just another Wall Street fad. Lees meer
Clips from BBC, Bloomberg, DW
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Rustbelt gamble: GE Vernova rides AI power boom into uncertain future
Is the US power grid ready to meet the demands of data centres?
Have America’s industrial giants forgotten what they are for?
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Amanda Chu on X (@amandalanchu). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
The FTC commissioner fired by Trump
7 mei 2025 · 21 min
In March, Alvaro Bedoya and Rebecca Kelly Slaughter, two Democratic members of the Federal Trade Commission, were fired from their jobs by the Trump administration. They say this was done illegally and are challenging their dismissals. Michela talks with Bedoya about what happened, and why he thinks businesses should be concerned. Lees meer
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Trump’s move to fire us is a terrible warning for the US economy
Two Democrats on US antitrust panel say they were ‘illegally fired’ by Donald Trump
Could Donald Trump fire Federal Reserve chair Jay Powell?
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Alvaro Bedoya on X (@BedoyaFTC). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Has Goldman Sachs already chosen its next CEO?
30 april 2025 · 25 min
Goldman Sachs may have picked its next chief executive years before any planned handover. It has raised eyebrows on Wall Street and would break from the usual process, where multiple candidates typically compete for the top job down to the last second. But it also completes an incredible comeback by current Goldman Sachs CEO David Solomon. The FT’s US banking editor Joshua Franklin explains how Solomon reasserted his control over Goldman Sachs after a near rebellion and whether his potential successor is up to the task of running one of the world’s biggest banks. Lees meer
Clips from CNBC, Goldman Sachs
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Has Goldman Sachs already chosen its next CEO?
Goldman Sachs has lost its way
Goldman Sachs hands chief David Solomon $80mn retention award
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Joshua Franklin on X (@FTJFranklin). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Lessons from the recent US Treasuries sell-off
23 april 2025 · 18 min
Markets shook after US President Donald Trump announced his so-called reciprocal tariffs earlier this month. But there was one market in particular that got investors particularly worried: Treasuries. What’s usually a safe haven asset suddenly saw huge sell-offs. Trump managed to avoid further pain by pausing large chunks of his tariffs, but the sell-off prompts a discussion about significant structural flaws in the market. The FT’s US markets editor Kate Duguid explains which cracks in the US Treasuries market we can't ignore. Lees meer
Clip from The Wall Street Journal
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Why did Donald Trump buckle?
Is the world losing faith in the almighty US dollar?
The debt-fuelled bet on US Treasuries that’s scaring regulators
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Kate Duguid on X (@kateduguid). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
How China's global trade strategy could backfire
16 april 2025 · 19 min
Over the past three decades, China has built itself into a manufacturing powerhouse. The plan was simple: use exports as a way to avoid becoming too dependent on the west. But with US President Donald Trump imposing 145 per cent tariffs on the country, this strategy now hangs in the balance. The FT’s Beijing bureau chief Joe Leahy explains how Beijing built its export machine and whether its plan to sell the world cheap goods could go wrong. Clip from European Commission. Lees meer
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Will China’s manufacturing juggernaut run out of road?
How China’s record trade surplus helped spark Trump’s tariff war
China says ‘sky won’t fall’ as exports surge ahead of Donald Trump’s tariffs
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Joe Leahy on X (@leahyjoseph). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Apple navigates Trump’s tariffs
9 april 2025 · 18 min
US President Donald Trump’s announcement of “reciprocal” tariffs caused havoc in the markets, notably hitting Big Tech stocks such as Apple. The company lost more than $300bn in market value the next day, and its path forward is complicated. The FT’s San Francisco correspondent Michael Acton explains why the iPhone maker is vulnerable, and what options it has to minimise the damage. Lees meer
Clips from PBSNewshour, C-SPAN
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Apple loses more than $300bn in market value from Trump tariff hit
Apple and other US tech groups hit as Donald Trump targets suppliers
Fraying transatlantic ties will cost companies dearly
And for further listening:
Why Apple can’t leave China
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Michael Acton on X (@MActon93). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Why Islamic banking is taking off
2 april 2025 · 20 min
A huge chunk of any typical bank’s profits comes from charging interest. But what happens when you can’t do that? This week, we’re traveling to Pakistan with the FT’s Humza Jilani, where the country has decided to make its entire banking sector align with Islamic law, which forbids charging interest. We’ll discuss how Islamic banks function and if this banking model can become Pakistan’s dominant system. Lees meer
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Meezan Bank’s soaring shares herald rise of Islamic finance in Pakistan
Clerics’ rule change threatens to throw Islamic debt market into turmoil
World Bank approves 10-year $20bn Pakistan lending package
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Humza Jilani (@humza_jilani) and Saffeya Ahmed on X (@saffeya-ahmed), or follow Saffeya on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Retail’s last barbarian takes on Walgreens Boots
26 maart 2025 · 20 min
Years ago, an ailing company like Walgreens Boots Alliance may have seemed like a prime acquisition target for deal-hungry private equity firms. But many have backed away from retail recently, leaving an opening for groups like Sycamore Partners who are willing to buck the trend. Sycamore announced this month that it would take the global pharmacy business private in a $23.7bn debt and equity deal. The FT’s Due Diligence reporter, Amelia Pollard, explains the well-worn playbook that Sycamore has used on past retail companies, and whether it will work this time with a chain that has its own share of unique problems. Lees meer
Clips from Bloomberg, CNBC, CBS
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Retail’s last barbarian: the private equity group about to play hardball with Boots
What went wrong after Walgreens bought Boots?
Walgreens bondholders could be winners from its debt-laden buyout
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Amelia Pollard (@ameliajpollard) on X or (@pollard.bsky.social) on Bluesky. Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
For more from Amelia and her team, sign up for the Due Diligence newsletter.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
How high gold prices are fueling a chocolate shortage
19 maart 2025 · 19 min
The surging price of gold is leading to some unexpected outcomes. The FT’s Aanu Adeoye traveled to Ghana to see how this is playing out among two of the country’s top commodities: gold and cocoa. Aanu and the FT’s Susannah Savage explain how the two commodities are linked and how it is impacting the people who live in the country. Lees meer
Clips from NBC, ABC, CBS
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
How illegal gold mining is fuelling a chocolate shortage
Food groups develop a taste for cocoa alternatives
From London to New York via Switzerland: the booming trade in gold bars
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Aanu Adeoye (@aanuadeoye) and Susannah Savage (@SavageSusannah) on X. Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Inside an investment banking battle royale
12 maart 2025 · 22 min
Disputes over power and pay aren’t unusual at Wall Street’s top firms. What isn’t ordinary is when the conflict turns into a decade-long legal battle. That was the case for boutique investment firm Perella Weinberg Partners and their former star banker, Michael Kramer. After 10 years, their dispute recently went to trial in Manhattan. The FT’s Wall Street editor Sujeet Indap had a seat inside the courtroom, and tells us what he learned about the inner workings of the firm. Lees meer
Clips from Bloomberg, Fox Business
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
Perella Weinberg trial lifts veil on bitter feud among top bankers
Court brawl reveals fractious world of investment banking
Wall Street’s battle of the bankers
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Sujeet Indap on X (@sindap) or on Bluesky (@sindap.bsky.social). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Tracking Russia’s ‘shadow fleet’
5 maart 2025 · 22 min
Little is known about Russia’s “shadow fleet”. These ships have been used to move Russian oil around the globe and avoid restrictions put in place by western governments after Vladimir Putin launched a full-scale invasion of Ukraine in 2022. Lees meer
The existence of the shadow fleet is worth billions of dollars a year to the Kremlin. But who owns these ships? How were they acquired? Who oversees their operations? Many of these questions went unanswered, until a recent FT investigation. Senior energy correspondent Tom Wilson explains what he found and what could happen next for the fleet as an end to the war is discussed among world leaders.
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
How Russia’s ‘shadow fleet’ gets its ships
Shares in shipbroker Braemar fall after FT report on Russian ‘shadow fleet’
UK cracks down on Russia’s ‘shadow fleet’
EU agrees new Russia sanctions in the face of US push to end Ukraine war
To see some of the vessels mentioned in this episode, check out the Bosphorus Observer, the blog of ship spotter Yoruk Isik.
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Tom Wilson on X (@thomas_m_wilson). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
-
Vanguard: can it keep playing disruptor?
26 februari 2025 · 23 min
Vanguard became a powerhouse money manager thanks to a commitment to the philosophy of founder Jack Bogle. Now, with a new chief executive, can the firm push into other areas of financial services and reshape those too? The FT’s US managing editor Brooke Masters explains how the company’s guiding mantra could help or hinder these plans. Clips from CNBC Lees meer
- - - - - - - - - - - - - - - - - - - - - - - - - -
For further reading:
How Vanguard plans to play disruptor again
Vanguard puts pressure on rivals with large round of fee cuts
Vanguard plans fresh push into active fixed-income market
- - - - - - - - - - - - - - - - - - - - - - - - - -
Follow Brooke Masters on X (@brookeamasters), or on Bluesky (@brookeamasters.ft.com) Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.