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The great British bargain show

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Manage episode 408979637 series 3483934
Content provided by Financial Times & Pushkin Industries, Financial Times, and Pushkin Industries. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Times & Pushkin Industries, Financial Times, and Pushkin Industries or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The major stock index in the UK, the FTSE 100, includes some of the biggest and most profitable multinational companies in the world. But in recent years the index has trailed the US markets and is now considerably cheaper. Today on the show, FT reporters Ethan Wu and Rob Armstrong ask if investors are overlooking a bargain. Also we go long cocoa and long the Taiwan Semiconductor Manufacturing Company.


For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer

Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at ethan.wu@ft.com.


Read a transcript of this episode on FT.com



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

100 episodes

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The great British bargain show

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103 subscribers

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Manage episode 408979637 series 3483934
Content provided by Financial Times & Pushkin Industries, Financial Times, and Pushkin Industries. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Times & Pushkin Industries, Financial Times, and Pushkin Industries or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The major stock index in the UK, the FTSE 100, includes some of the biggest and most profitable multinational companies in the world. But in recent years the index has trailed the US markets and is now considerably cheaper. Today on the show, FT reporters Ethan Wu and Rob Armstrong ask if investors are overlooking a bargain. Also we go long cocoa and long the Taiwan Semiconductor Manufacturing Company.


For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer

Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at ethan.wu@ft.com.


Read a transcript of this episode on FT.com



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

100 episodes

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