Each year the FT hosts a stockpicking contest. Today on the show, we go over our picks for 2023, which were brilliantly bad. We guessed wrong on housing, on streaming, and even on crypto. Of course, if listeners had bet against us, they would have done quite well. So naturally we’ve got five more stocks for 2024! Also, we go long Disney and short social media.
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Read a transcript of this episode on FT.com
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Who killed Red Lobster?
Where’s the commercial property meltdown?
The cocoa boom
Bridgewater’s new boss
GameStop again?
The fight for Paramount
What’s next for Warren Buffett
Is Fed policy working?
Why the US dollar is the world’s problem
Bonus: The fraudster's guide to magic money with Tim Harford
The diamond market disrupted
Active changes to passive indices
How oil got to $90 a barrel
High interest rate anxiety
Shopify vs Amazon
Should we worry about private credit?
Rethinking Tesla and Apple
Navigating the next super cycle
Wall Street bets on Reddit
The great British bargain show
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