episode-header-image

Jul 2025

12m 5s

Return of the stonk

Financial Times

About this episode

Up next

Top US trade official reveals ‘problem’ in UK negotiations

The US trade representative says the UK is choosing the EU over America and Deutsche Bank organised almost $1bn of loans to a Hollywood studio landlord now in default. Plus, Nvidia has agreed to buy AI model platform Hugging Face for $13bn, and a look at how chicken became the wo ... Show More

Uber teams up with driver unions to fight robotaxis

Auditors warned Guggenheim Partners about weak controls within its business, and Uber is teaming up with driver unions to try to slow the rollout of robotaxis. Plus, US oil major Chevron and Italy’s Eni are boosting investment in oil production in Venezuela.Mentioned in this podc ... Show More

Russia secretly helping Iran develop supersonic missiles

An FT investigation found Russia has been secretly helping Iran develop advanced supersonic cruise missiles, the US launched fresh strikes on Iran, and the global bond sell-off deepened on Tuesday. Plus, AI groups are racing to address the risk that future models could help users ... Show More

Recommended Episodes

Trump's Exec Actions Impact Energy and Inflation & TikTok is Very Back

Episode 501: Neal and Toby recap Trump’s inauguration and discuss the laundry-list of executive orders on trade, immigration, government efficiency, and more. Then, TikTok was finally banned… Then it went back online, with the app giving credit to President Trump. Plus, Trump lau ... Show More

Trump Tariff Talk Rattles Markets

Donald Trump has been inaugurated as the 47th president of the United States. The dollar rallied and Asian stocks trimmed their opening gains after President Trump said he was considering enacting previously threatened tariffs on Canada and Mexico starting next month. Featuring: ... Show More

The Trading Floor: Nasdaq Posts Worst Day Since 2022 As Trump Rattles Markets

<p>Midweek turmoil hit global chip stocks following reports of tighter US export restrictions and rising geopolitical tensions, spurred by remarks from former President Donald Trump.</p><br><p>We also unpack comments from the former US President on his thoughts on Federal Reserve ... Show More

Trump’s Tariffs: US vs China

Today, we look at what seems like an escalation of a possible trade war between the US and China. Plus, the Prime Minister’s attempts to try and protect the UK car business. James and Chris are joined by business editor Simon Jack, on another very turbulent day in stock markets a ... Show More

Tesla, crypto and the Trump trade

Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Trump Trade (4:40). Nvidia's big earnings coming up (8:05). Why macro data and Fed announcements matter, especially now (9:50). Episod ... Show More

Executive orders of magnitude: Trump’s day one

<p>Donald Trump is back in office, this time with <a href="https://www.economist.com/united-states/2025/01/19/the-beginning-of-the-end-of-the-trump-era?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na ... Show More

Commenter-In-Chief Sends Markets Tumbling; Trade War Politics; Presidential Diplomacy; Amazon Burning

Stocks Plunge As Pres. Trump Says U.S. Firms Are "Hereby Ordered" To Look For Alternatives To China; Dow Plunges 600+ Points Amid Pres. Trump's Tweets, Jokes, Trade War; President Trump Threatens To Raise Tariffs On Chinese Goods To 30% Amid Escalating Trade War; Summit, Or Powde ... Show More

Trump’s Ukraine Plan, BOE Faces Stagflation & Google Ends Diversity Goals

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) US allies expect President Donald Trump’s administration to present a long-awaited plan to end Russia’s war on Ukraine at the Munich Security Conference in Germany next week, according t ... Show More

PODCAST: Daily Energy Markets - May 16th

The Daily Energy Markets Podcast capped the week with some insights on Europe gas policy outlook, US and LATAM oil production outlook, and Trump’s Middle East visit. Hear from Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic C ... Show More