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Unhedged
Regime change is here
...Political will for public R&D investment has materialised....
April 19, 2024
Transcript
Transcript: Culture chat — Is Taylor Swift’s new album too much?
...I’d like to also see . . . so far it’s been all of the male rappers. I’d like to see the women get involved. I want this to really spread out and get very, very big....
April 26, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Markets InsightSharon Bell
European companies can close the valuation gap
...US corporates spend roughly twice what European companies do on capex and R&D (as a share of cash flow)....
April 10, 2024
HTSI
What’s hot at Watches and Wonders 2024
...It’s made of something called Ti Ceramitech, a new material that took seven years of R&D at the Laboratorio di Idee at the Panerai Manufacture in Neuchâtel (the brand has subsequently filed a patent application...
April 9, 2024
LexPharmaceuticals sector
Big Pharma still needs trial success to overcome looming patent panic Premium content
...French rival Sanofi is fighting a similar battle despite upping R&D spend by around €700mn this year as it works to reduce its reliance on its asthma and eczema treatment Dupixient....
February 6, 2024
Trade Secrets
Brussels tests out perhaps its sharpest anti-China tool yet Premium content
...Until then, I’m afraid, it’s me....
April 8, 2024
FT Live
Business of Entertainment Summit
Capitalizing on Disruption
Thursday, 19 SeptemberLos Angeles, CA
ReviewAlbums
Victoria Monét: Jaguar II album review — golden-age R&B meets classic disco
...“I’m so deep in my bag/ Like a grandma with a peppermint,” she sings....
August 25, 2023
Transcript
Transcript: Wall Street bets on Reddit
...So when you set up a new subreddit, if I want to set up r/unhedged, right, I am then the moderator of r/unhedged and I can decide, OK, what are the rules we’re gonna put in place?...
March 28, 2024
Travel
The Copenhagen canalside hotel on a mission to bring people together
...When I did, I rang up Sus to say I’d bought it.”...
April 3, 2024
InterviewLunch with the FT
Sony Music boss Rob Stringer: ‘We want the artist to be paid’
...I’m a firm believer in letting culture breathe.” Stringer’s mince arrives....
March 29, 2024
News in-depthTod's SpA
Diego Della Valle cements French connection with planned Tod’s delisting
...Della Valle is confident, however, that Connecticut-based L Catterton will boost Tod’s desirability and allow it to focus on investments in marketing and R&D, he told the Financial Times....
February 17, 2024
Transcript
Transcript: Culture chat — ‘The Taste of Things’, starring Juliette Binoche
...M-O-U-R-N . . . Tim Hayward Half mourning. M-O-U-R-N-I-N-G....
March 1, 2024
Market bubbles
Big tech will either be fine or probably mostly fine, says Goldman
...The Mag 7 re-invests 60% of their cash flow from operations through growth capex and R&D. This reinvestment rate is more than double the 26% of the Tech Bubble 5 and about 3x that of the S&P 493....
February 6, 2024
Unhedged
Adam Posen: ‘We overlooked how resilient people are’ Premium content
...So if I’m right, then R-star should go up, maybe not exactly one-for-one, but roughly at the same magnitude as productivity growth....
March 1, 2024
Autumn Statement
AI and quantum research at centre of science and tech announcements
...“Increased flexibility in the tax relief scheme for R&D-intensive companies will make a meaningful difference to company growth, job creation and accelerating the delivery of new medicines to patients,”...
November 22, 2023
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberDigital Conference
UK politics
Reform party denies offering Tory deputy chair cash to defect
...Anderson, in a leaked recording published by the Sunday Times, told Tory activists he had been offered “a lot of money” to join “a party which begins with an R”....
November 26, 2023
InterviewMusic
Cellist Ayanna Witter-Johnson: ‘I want to share where I’m coming from in the most enjoyable way’
...At the time I thought, ‘If I was a painter, I’d have painted that scene.’”...
October 17, 2023
LexJonathan Guthrie
The Lex Newsletter: science is where the magic happens Premium content
...China’s pharma researchers do a lot of R&D of their own, but do not seem to produce many blockbusters....
December 8, 2023
Stuart Kirk
The festive case for faith-based investing
...In which case, the likes of me debunking the miracles of adjusted earnings and capitalised R&D costs falls on deaf ears. To believers, the numbers are glorious....
December 22, 2023
Transcript
Transcript — Culture chat: Beyoncé’s Cowboy Carter
...Back to hip hop, R&B. But actually what I would like is, is that a long time ago, she once talked about her love of Broadway musicals and how she would love to do a Broadway musical....
April 5, 2024
Cryptofinance
UK opens the stablecoin door Premium content
...The US continued its unrelenting blitz against crypto when lawmakers Zach Nunn (R-Iowa) and Abigail Spanberger (D-VA) co-authored a bill seeking to prohibit the US government’s exposure to the “blockchain-based...
November 10, 2023
James Purnell
Creative industries need another Great British Rebrand
...As a recent report by the President of the British Academy outlines, “public investment in R&D in the creative industries should reflect the size, economic contribution and future growth potential of the...
January 5, 2024
Transcript
Transcript: Has ‘retirement’ had its day?
...I’m much better at it than I was before. And here’s the thing, Isabel, I’m happier. I’m so much happier because I’m finally in the groove and I find myself getting better at this....
December 19, 2023
Tesla Inc
A Balkanisation threat for the Muskonomy
...“We have confidence in the Tesla team’s ability to spend capex and R&D efficiently in projects that can derive high-growth/positive economic returns,” said Morgan Stanley’s Jonas. “However . . ....
January 26, 2024
Transcript
Transcript: Culture chat — Sleater-Kinney and where did angry music go?
...Arwa Haider Oh, I’m not sure I’m an expert, but certainly Sleater-Kinney....
January 26, 2024

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