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Unhedged podcast15 min listen
Shopify vs Amazon
...Read a transcript of this episode on FT.com...
April 11, 2024
UK tax
HMRC vs action figures: the face off
...Note D(i) states that the following will be considered non-human: “(i) Toys representing animals or non-human creatures even if possessing predominantly human physical characteristics (e.g. angels, robots...
January 24, 2024
FT Live
Future of Asset Management North America
New models for the next age of fund management
Wednesday, 25 SeptemberNew York, NY, USA
Supreme Court US
US Supreme Court appears wary of keeping Donald Trump off Colorado ballot
...For the first time in history, the attack was incited by a sitting president of the United States to disrupt the peaceful transfer of presidential power.”...
February 8, 2024
FT Magazine
The FT’s 25 most influential women of 2022
...Her latest book is ‘Home Food’ Ketanji Brown Jackson US Supreme Court Justice | Jurist with a human touchBY RENEE BRACEY SHERMAN Across the United States, we beamed with pride as the Honourable Ketanji...
December 1, 2022
Texas
Businesses decamp to Texas despite lurch to social right
...Texas is continuing to attract big businesses from other states with its promise of low taxes and light regulation even as its Republican leaders position themselves on the front lines of America’s increasingly...
July 21, 2022
FT Magazine
Ron DeSantis is Donald Trump with brains and without the drama
...baseball star Jose Canseco and, according to a friend, would tell dates he liked Thai food, but pronounced it “thigh”....
October 20, 2022
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
The Weekend Essay
Can AI make me a musical star?
...Microsoft’s Vall-E software claims to be able to mimic a person based on just three seconds of audio....
May 27, 2023
Moral Money
How ESG investors are responding to Russia’s invasion of Ukraine Premium content
...So did financial companies such as France’s sovereign wealth fund, Italian development institute Cassa Depositi e Prestiti (CDP), the American Chamber of Commerce in Russia, and the United Green Group (the...
February 28, 2022
Scoreboard
Football broadcast rights are next target in Middle East rivalries Premium content
...But the real match is Saudi Arabia vs Qatar....
June 27, 2020
Energy Source
A split on how to measure carbon emissions Premium content
...Power Points Racketeering charges against Ohio’s speaker of the state House of Representatives have highlighted extreme interventions to save the nuclear power industry, Gregory Meyer reports....
July 23, 2020
PG&E Corp
PG&E plans to shut off power to nearly 3m Californians
...San Jose, which lies at the southern end of Silicon Valley, has proposed a city takeover of its local power system, wresting control from PG&E....
October 26, 2019
Equities
Markets Now - Wednesday 19th August 2020
...path in the United States, we think the road will be a difficult one for GLPG shares and we downgrade to EW, and reduce our PT to EUR 140....
August 19, 2020
Due Diligence
Size matters: the loan programme dividing the US Premium content
...state’s commodity trading industry....
April 21, 2020
Equities
Markets Now - Tuesday 14th April 2020
...We should also note this guy, who’s doing his thing: A reminder that Donald Trump, who despite everything remains The Actual President of the United States, tweeted on April 2 that a deal to end the oil...
April 14, 2020
Equities
Markets not live, Tuesday 28th January 2020
...We reduce our Dec-20 PT to £28.00, a c5% sector P/E discount vs its current c10% premium....
January 28, 2020
FT Live
Business of Entertainment Summit
Capitalizing on Disruption
Thursday, 19 SeptemberLos Angeles, CA
FT SeriesCompanies prospering in the pandemic
Prospering in the pandemic: the top 100 companies
...As Japan lifted its state of emergency in late May to reflect falling Covid-19 cases, Daiichi Sankyo launched breast cancer drug Enhertu....
June 19, 2020
FT Magazine
The boy who escaped Trump country
...Their forebears made the Atlantic crossing from Ulster, Scotland, either side of Hadrian’s Wall, and other badlands of the emerging British state. They kept moving west....
May 26, 2016
FT AlphavilleIzabella Kaminska
Further reading
...– Has disruption from e-commerce run its course? – American growth pessimism may be overdone. – The Feds are going after dark market vendors not just dark market operators. – UK vs US capitalism....
September 18, 2017
US & Canadian companies
Shares of US car dealers stage a rally
...Investors remain wary about headwinds from weak demand and the rise of e-commerce....
September 25, 2017
FT AlphavilleIzabella Kaminska
Why the digital drug model may be floundering
...For more on the “software is eating the world” freemium vs closed network wars, do see this. We quite enjoyed it....
June 6, 2016
FT AlphavilleDavid Keohane
Further reading
...” - Whisky investors staying calm: “In the worst case, if we can’t sell some of the whisky, then the 37 of us are going to have a damn good party.” - E*Trade vs Harvey Keitel....
March 2, 2016
Life & Arts
The FT’s summer books 2016
...United States of Japan, by Peter Tieryas, Angry Robot, RRP£8.99/$14.99 Sometimes you just feel the need for a story about giant robots, virtual reality and sumo wrestlers....
July 1, 2016
Business education
Leaders vs soldiers
...I am sure that stand-alone business schools (e.g....
October 2, 2015
FT AlphavilleSujeet Indap
Beta max
...In this case, plaintiff and defendant used historical beta but used different look-back periods (two years vs five years) and frequency of observations (months vs weeks)....
June 19, 2015
FT AlphavilleCardiff Garcia
Productivity and innovation stagnation, past and future: an epic compendium of recent views
...In the United States, Big Data is becoming an increasingly important part of the economy, but the Bureau of Economic Analysis doesn’t count spending on it as part of GDP (under investment)....
March 11, 2016

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