Unhedged

The dilemma of the supercompany

15 Feb 2024

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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 [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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Unhedged

The dilemma of the supercompany

This episode hasn't been transcribed yet

Other episodes from Unhedged

Why are investors so jumpy?

Big energy getting bigger

Could we interest you in $675bn in tech stocks?

The chip and memory stock frenzy

SpaceX nears lift-off

The oil reserves dwindle

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