logo
episode-header-image
Feb 2024
18m 50s

WeWork rework

Financial Times & Pushkin Industries
About this episode

WeWork, the co-working company founded by Adam Neumann, collapsed in bankruptcy last year. And since then, the commercial real estate market has only gotten worse. Which makes this a perfect time for value investors to swoop in. Today on the show, we try to figure out if WeWork will live to co-work another day. Also, we talk about Nvidia, because everybody else is talking about Nvidia. 


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
Nov 20
Nvidia's crazy day
<p>In the morning, Nvidia’s earnings report seemed to have cured the market of its jitters about an artificial intelligence bubble. And then it didn’t. Today on the show, Katie Martin and Rob Armstrong try to figure out if the chipmaker’s numbers are soothing or scary. Also they ... Show More
23m 40s
Nov 18
Big deals in Big Pharma
<p>The battle between Novo Nordisk and Pfizer to acquire Metsera is over. But is this merger a sign of strength or weakness for the industry? Today on the show, Rob Armstrong talks with US finance editor James Fontanella-Khan about the pressures on drug companies from Washington ... Show More
20m 44s
Nov 13
Is the K-shaped economy real?
Companies such as Procter & Gamble and Chipotle say lower-income customers are spending less, while upper-income customers keep splurging. But data from the Federal Reserve and others suggests incomes – and the differences between them – have remained steady. Today on the show, K ... Show More
23m 16s
Recommended Episodes
Jul 2021
Presentando: El crash de WeWork
Los fundadores de WeWork creían que estaban a punto de hacer historia. La compañía estaba valorada en 47 mil millones de dólares, estaba lista para cotizar en bolsa, y su carismático director, Adam Neumann, pensaba que iban a cambiar el mundo. Adam tenía una visión profética para ... Show More
2m 16s
Nov 2023
💀 “RIP Great Resignation” — Quiet Quitting’s reversal. WeWork’s Bankruptcy. Shein’s ultra-fast IPO.
<p>WeWork, the company that invented the “hot desk,” has declared bankruptcy — Adam Neumann injured the WeWork, but the real estate market killed it.</p><p>Shein pioneered ultra-fast fashion and now reportedly wants to IPO at a $90B valuation — To explain Shein’s fashion, we’re g ... Show More
21m 53s
Oct 2021
Wildcard: WeWork 2.0
WeWork will finally hit the public markets after BowX Acquisition Corp (BOWX) shareholders voted to bring the company public via SPAC. The company coming to the public markets looks a bit different than the one that pulled its IPO in 2019. We compare WeWork then and now, talk abo ... Show More
27m 47s
Jan 2020
Introducing WeCrashed
The founders of WeWork thought they were on the brink of making history. The company was valued at $47 billion dollars, ready for a huge IPO, and its charismatic CEO Adam Neumann believed he was going to change the world. Adam and his wife Rebekah had a prophet-like vision—but di ... Show More
2m 12s