logo
episode-header-image
Feb 2024
16m 59s

The dilemma of the supercompany

Financial Times & Pushkin Industries
About this episode

We live in the age of supercompanies: massive, dominant players that seem to get better as they grow — for customers and investors. And they also make us uncomfortable about our rights and freedoms. Think Walmart, Apple, Meta and so many others. But how should investors view these new giants, and will the returns last forever? Also we short the world-ex-US trade and go long the gerontocracy. 


For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at ethan.wu@ft.com.


Read a transcript of this episode on FT.com


Hosted on Acast. See acast.com/privacy for more information.

Up next
Oct 15
The AI boom stumbles
Tech stocks and bonds took a kicking on Thursday, adding urgency to a question investors have been asking themselves for months now: is the AI boom about to go splat? Katie Martin and Rob Armstrong sense a great disturbance in the Force. But if the bubble really is about to burst ... Show More
22m 56s
Oct 13
Mortgages, diesel and the US midterms
US consumers are still in love with buying things, buoyed by stock markets that are near all-time highs. But could sky-high mortgages and diesel prices spoil their shopping spree? And if the strains on the economy continue, what does that mean for the November midterm elections? ... Show More
19m 58s
Oct 8
Is France too blasé about borrowing costs?
France’s borrowing costs are skyrocketing. And its leading candidates for next April’s presidential elections - on both extremes of the political spectrum - seem alarmingly unalarmed. All of this gives hosts Katie Martin and Rob Armstrong, and markets correspondent Ian Smith, a b ... Show More
21m 57s
Recommended Episodes
Jun 2019
Big Tech Breakups?
Wall Street reacts to reports that U.S. regulators are preparing to investigate Amazon, Apple, Facebook, and Google over potential antitrust concerns. How worried should investors be? Analysts Andy Cross, Ron Gross, and Jason Moser tackle that topic and debate the age-old investi ... Show More
40m 2s
Dec 2022
What's happened to the titans of big tech?
Big tech is facing a big moment. With plummeting stock prices, and mass lay-offs, the likes of Google, Twitter and Meta are all - for different reasons - facing some tough questions over how they're being run. Some see this as primarily a result of post-pandemic blues, the rise i ... Show More
18m 27s
Aug 2023
Too big tech: is Alphabet approaching a growth ceiling?
<p>As <a href="https://www.economist.com/business/2023/07/30/is-there-more-to-alphabet-than-google-search?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners" rel="noopen ... Show More
26m 55s
Aug 2023
Too big tech: is Alphabet approaching a growth ceiling?
<p>As <a href="https://www.economist.com/business/2023/07/30/is-there-more-to-alphabet-than-google-search?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners" rel="noopen ... Show More
26m 55s
Jun 2025
The Ultimate Would You Rather… And Trade or Fade Stocks At Records 6/25/25
<p>Would you rather own Microsoft, Nvidia, or Apple? How our traders are navigating the moves in three of the largest companies in the world, as some hit record highs, and others lag behind the broader market. And speaking records, the S&P 500 just a whisper away from touching it ... Show More
43m 52s
Aug 2025
Wall Street's big data headache
With BLS data suddenly suspect, can the markets trust nonfarm payrolls and the CPI? (0:17) Palantir and McDonald’s among those reporting earnings this week. (2:27) Berkshire-Hathaway profit down. (3:49)Show Notes Earnings CalendarDividend RoundupEpisode transcripts seekingalpha.c ... Show More
5m 35s
Aug 2025
Here's Why Big Tech's Soaring Valuations Have Some Worried
The world's biggest technology companies have reported another period of strong earnings, adding to the recent rally in their share prices. Microsoft became only the second company to reach a $4 trillion valuation. Some market watchers are concerned that the valuations of the so- ... Show More
9m 54s
May 2018
Antitrust and Big Tech, and Is Corporate Lobbying A Good or Bad Thing?
In this episode, Youngme, Mihir and Felix discuss antitrust and whether we should be concerned about the size of the big tech companies; debate the propriety of corporate lobbying; and offer their After Hours Picks for the week. Hosted on Acast. See acast.com/privacy for more inf ... Show More
31m 36s