🎙 The Podcast
Tom, Gerald and Marie walk through every Investment Flash edition.
Lively, opinionated, packed with ideas. Every signal, every convergence call, every line of our view — argued out in the time it takes to make coffee. Two editions on weekdays (London & New York), one on weekends. Drops the moment the digest lands.
Latest episodes
Breadth is lying: tech at highs, credit at 52-week lows.
Treasury 5.23% is repricing everything. Equities haven't noticed.
Treasuries over stocks: Lombard Odier's five-year first is the signal.
Bonds at 52-week lows. The rout isn't done.
Trade truce extended. The deliverables still aren't.
AI's capex dream is stalling. Consumers just took the wheel.
Oil below $100, tanker rates at record. One is wrong.
Tech is partying. The macro book is coiled.
Paramount cleared antitrust. The spread is the trade now.
SoftBank's $11bn junk bond is the AI bubble's loudest tell.
Fed's first hike since 2023 hits gold and bonds hardest.
Oil's chokepoint moved downstream. Bonds already know.