United States Archives - Page 2 of 5

General
Copper Comeback: China’s Demand and South America’s Supply Risk

18th Apr, 2023

Source: Global X
General
Wealthy executives make millions trading competitors’ stock with remarkable timing

In the finance space, this ProPublica story caught our eye: CEOs of large American companies seem to be doing very well trading the stock of their biggest rivals.

17th Apr, 2023
Fox News V Dominion Voting Systems: What does it mean for the Murdochs?

Sascha is joined by Sarah Ellison, a staff writer at the Washington Post - and they unpack what the Fox v Dominion trial is about, and what does it mean for the future of the Murdoch empire?

10 April
General
The wrong way to think about Moral Hazard

This article goes a step further and argues that government guarantees of deposits create a moral hazard and the banking system would be more stable if the government did not guarantee any deposits at all. It is not an argument we necessarily agree with, but it is an interesting look at the Silicon Valley Bank issue from a slightly different angle and it certainly made us think.

20th Mar, 2023
General
Green Light, Red Light — Monthly Market Review March 2023

Stay informed on the current economic landscape and gain valuable investment perspectives from industry experts.

7th Mar, 2023

Source: J.P Morgan Asset Management
Finding global equity ideas for your portfolio in 2023

Candice and Felicity are joined by Jeff Cullen on today’s podcas!

17 February
General
Seth Klarman blames Federal Reserve for "financial fantasyland"

This article from the Financial Times summarises the key takeaways from Klarman's letter. As well as sharing his thoughts on the past few years, he also mentions that after beating the S&P 500 last year with several hedged positions, he has been buying again.

15th Feb, 2023
General
Is it worth paying $7 million for a Super Bowl ad?

With a 30-second ad slot costing a staggering $7 million, the question arises: is it worth it?

14th Feb, 2023
General
The Apple of Agriculture - Deere & Co | Summer Series

Today we’re chatting about Deere & Company, all on our own!

9 February

Sponsored by Sharesies
General
"The greenest company on Earth" - Darling Ingredients | Summer Series

Today we’re chatting about Darling Ingredients and we’re joined by Anthony Doyle from Firetrail.

2 February

Sponsored by Sharesies
Have we reached peak soft drink? - Coca-Cola | Summer Series

Today we’re chatting about Coca Cola, and we're joined by Will Liu from Wilson Asset Management.

26 January

Sponsored by Sharesies
General
Monthly Market Review - January 2023

The hawkishness of the U.S. Federal Reserve at its December meeting set the tone for markets in December, even as there is clear evidence that inflationary pressures are easing across large swaths of the developed world.

23rd Jan, 2023

Source: J.P Morgan Asset Management
What next for Formula One? - Liberty Media | Summer Series

Today we’re chatting about Liberty Media, and we’re joined by Andrew Brown from East 72.

23 January

Sponsored by Sharesies
Still a growth company? - Nike | Summer Series

Today we’re chatting about Nike, and we’re joined by Bob Desmond from Claremont Global.

19 January

Sponsored by Sharesies
Expert: Harrison Moot - Block | Summer Series

Today we’re chatting about Block, and we’re joined by Harrison Moot from TDM Growth Partners.

12 January

Sponsored by Sharesies
Expanding access to the economy - Block | Summer Series

Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about Block.

12 January

Sponsored by Sharesies
$3 for Guac, $1,500 for a share - Chipotle | Summer Series

Today we’re chatting about Chipotle, and we’re joined by Emma Henderson from Magellan. Thanks to Sharesies for sponsoring the Equity Mates Summer Series.

2 January

Sponsored by Sharesies
Expert: Andrew Brown - A look back at 2022

Out of 14 predictions for the year ahead, Bryce, Alec and Andrew review each one and discuss the circumstances around those topics for 2023.

22 December
General
Bold predictions wrapped for 2023

Bryce & Alec gave 24 bold predictions at the beginning of 2022. In this episode they reflect on how those 'bold predictions' have played out in the real world.

19 December
General
U.S. manufacturing orders from China down 40% in "unrelenting demand collapse"

CNBC report that many Chinese factories will be shutting two weeks earlier than expected for Chinese Lunar New Year.

16th Dec, 2022
General
Housing breaks people's brains

Housing markets around the world have different structural challenges. In Australia there is a policy and tax element to the housing affordability challenge, in America there is a challenge with the geographic distribution of work.

6th Dec, 2022
General
How the surging US dollar is making it almost impossible to afford anything in countries around the world

This article from Fortune puts the impact of a strong US dollar into focus and explain why it greatly increases the chance of a global recession next year.

17th Nov, 2022
Inside the biggest corporate deal of the year

Origin has received a 'monster' take-over bid, markets were ecstatic about last week's US inflation data, and some boomers reckon Gen Z are taking too many sickies. All this and more on this week's Comedian v Economist.

16 November
3 learnings from earnings season: Big tech is shrinking, oil is growing & waste is flowing

Earnings season. It’s that time of year when publicly traded companies tell the public how they’re going. How much they’ve sold, did they make a profit, and what their plans are for the future. We’ve just got through earnings for the third quarter - that is July to September this year.

10 November
Tiger Global losses mount after whipsawing tech valuations

Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at https://www.ft.com/tour. https://www.ft.com/content/9d63cd68-7a6e-4cb5-ab41-4b92562b79b4 Losses at Tiger Global Management continued to mount in October after the New York-based hedge fund was buffeted by the whipsawing value of technology stocks in the US and a sell-off in China.

8 Nov, 2022