Cancel Culture: What Happens When AI Agents D...

After a decade in the doghouse, small-cap value has had its best run in years, but almost nobody noticed. So is this a real premium that’s finally paying out, or just a good year for cheap stocks? We ask what actually drives returns and how you can buy them. --- Thank you to Trad ...  Show more

A Swiss government bond pays half a percent a year. A British one pays more than five. Easy choice, you'd think. But yields can cut both ways. A low yield can mean the world trusts you with its money, or that your economy has stagnated. And high yields can be a sign of a strong e ...  Show more

Investing is a big theme on today's show. Listeners want to know:Should I sell my investments if they've performed poorly and I may need the money soon?What are the best types of investment accounts for retirement that don't have minimum ages for withdrawals? How do I prioritize ...  Show more

Is the market right to price in six rate cuts from the Fed? Will the magnificent seven be seen as growth stocks or defensive plays? Will bonds and stocks be correlated in 2024? Piers breaks down the themes that matter.

Also, the world's biggest hedge funds have revea ...

After a treacherous few months for equities, investor sentiment appears to have turned relatively ursine. But is the reality that stocks will continue to rise in the short-term at least? Neil Azous of Rareview Macro makes just that case. Plus, in the long/short segment, Grant Wil ...  Show more

Of course we all know that passive investing delivers superior returns. But what if everyone is investing passively? Is there a case for active investing then? Recent research has shown that the explosion in index funds has made equities slower to respond to news. And also, it ...