FT Lex
UniCredit treads fine line between activism and M&A
UniCredit is pivoting to a de facto activist investor strategy to force performance improvements at Commerzbank while avoiding the political backlash and high control premiums of a formal takeover bid.
The Julia La Roche Show
Dr. Mark Thornton: We're on the Highway to Hyperinflation
Excess Returns
We Asked Cameron Dawson and Dave Nadig Why a Market No One Trusts Keeps Going Higher
RiskReversal Media
MRKT Call - Tuesday, April 21st
FT Alphaville
Will China get richer before it gets much, much smaller?
FT Lex
In the age of AI, recruiters need to rethink their jobs
Maggie Lake Talking Markets
Why US Treasuries No Longer Protect Your Portfolio | With Vincent Deluard
FT Lex
William Hill’s owner can squeeze extra winnings from its suitor
FT Lex
Brad Jacobs’ QXO takes a high-speed approach to permanent capital
David Lin
Will Gold's Rally Hold Or Crash Next? Trader Reveals New Targets | Gary Wagner
Hidden Forces
US Grand Strategy & the Revenge of Geopolitics | Edward Luce
FT Alphaville
And the FTAV charts quiz winner is…
RiskReversal Media
"The Market Will Never Go Down Again"
RiskReversal Media
Is Fear Slowly Being Placed Back Into The Market?
FT Lex
Netflix’s Reed Hastings: an icon of good leadership and bad governance
FT Alphaville
FTAV’s further reading
FT Alphaville
Private credit gets the once-over
The Master Investor Podcast with Wilfred Frost
Jeremy Grantham: Lessons from 60 Legendary Years of Investing
David Lin
30% Of Canadians Can't Pay Bills As Crisis Hits, Population Shrinks | Darrell Bricker
Excess Returns
We Asked Liz Ann Sonders, Jim Grant, and Brent Donnelly What Investors Miss About This Market
Metals and Miners
BEN ELVIDGE | We're enabling more people to allocate capital to the critical metals supercycle!