The Sunny Side of Bankruptcy

Revisit some of Felix and Mihir’s recommendations. Hosted on Acast. See acast.com/privacy for more information. 

Revisit Felix and Mihir’s discussion about TikTok bans and why sports have become so valuable. Hosted on Acast. See acast.com/privacy for more information. 

After a rough start to the year, investors now seem to think the insurance company's glass is half full rather than half empty. (00:14) Kirsten Guerra and Mary Long discuss: - How experiential shopping has lifted Dick’s Sporting Goods. - Two paths forward for Kohl’s. - Why Lemona ...  Show more

This week, Felix Salmon, Emily Peck, and Elizabeth Spears debate the value of massive, tax-deductible donations that spend years in administrative limbo. Also: Biden is cranking up production in American factories, and private equity may be making healthcare sick. In the Plus seg ...  Show more

First Brands Group, a roll-up of car parts manufacturers, is preparing a bankruptcy filing after amassing as much as $10bn in debt. And last week, Tricolor, a subprime auto loan lender, ran into trouble. Today on the show, Rob Armstrong and Katie Martin ask if we are at a turning ...  Show more

This week, Felix Salmon, Emily Peck and Elizabeth Spiers ponder the future of computers, cars, and…fast food? They discuss why Elon Musk is suing Sam Altman and OpenAI and the altruistic origins of ChatGPT. Also: Wendy’s “surge pricing” gaff had customers crying foul and Apple’s ...  Show more