16 min listen
The dilemma of the supercompany
FromUnhedged
ratings:
Length:
17 minutes
Released:
Feb 15, 2024
Format:
Podcast episode
Description
We live in the age of supercompanies: massive, dominant players that seem to get better as they grow — for customers and investors. And they also make us uncomfortable about our rights and freedoms. Think Walmart, Apple, Meta and so many others. But how should investors view these new giants, and will the returns last forever? Also we short the world-ex-US trade and go long the gerontocracy. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedofferFollow 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.
Released:
Feb 15, 2024
Format:
Podcast episode
Titles in the series (99)
Public problems for private equity: How will private equity compete in an era of higher interest rates? by Unhedged