In my latest piece for The Economist I explore whether the golden age of e-commerce growth is ending economist.com/business/2023/…

I’ve often thought that Australia and Canada are the same country just with different weather. In this week’s ⁦The Economist⁩ I introduce Ozanada, and explain why its businesses are in trouble. economist.com/business/2023/…

Businesses have been on a decades-long borrowing binge. As interest bills balloon, they will either have to slash investments or squeeze investors, as I argue in this week’s ⁦The Economist⁩ economist.com/business/2023/…

Businesses are only just starting to experiment with Generative AI. It could be years before it has a meaningful impact. See my recent piece in The Economist for more economist.com/business/2023/…

Consumer spending in America may be slowing, but businesses at the top and bottom of the price spectrum continue to thrive. See my piece in ⁦The Economist⁩ to understand why economist.com/business/2023/…

Money talks. But does talk make money? On this week’s “Money Talks” we ask if podcasting is facing a bust after an enormous boom. The catch is, you’ll have to listen to this podcast to find out econ.st/3AX2as2

Have the big four accountancy firms grown too big for their own good? Find out what EY’s aborted break-up says about their future on this week’s “Money Talks” with Mike Bird, Tom Lee-Devlin and Alice Fulwood econ.st/3N3UPhH

In my latest piece for The Economist I look at the underlying logic behind EY’s ill-fated separation plan—and argue that a big four breakup is likely to be on the cards again soon enough economist.com/business/2023/…

How did the market for video games surpass Hollywood? Listen to “Money Talks” with hosts Mike Bird Tom Lee-Devlin and Alice Fulwood econ.st/3ZH2t4g

In this week’s The Economist I consider how much further tech lay-offs will go and where all those workers are ending up economist.com/business/2023/…

NEW Money Talks, and it's another big one. Alice Fulwood speaks to Huw van Steenis and Dick Berner about the fallout from SVB and Credit Suisse. We chat about the rights and wrongs of zeroing CoCos, unlimited deposit insurance, and where this goes from here
economist.com/podcasts/2023/…

NEW Money Talks, huge episode. What happened at Silicon Valley Bank, and what does it mean for financial stability? We are joined by Peter Conti-Brown and Lawrence H. Summers.

Alice Fulwood conducting the orchestra, myself + Tom Lee-Devlin on oboe and bassoon.
economist.com/podcasts/2023/…

In this week’s The Economist I explore the fate of Western multinationals in a nationalist world economist.com/business/2023/…

Enjoyed making this week’s Money Talks on the rise of the robots⁩ with ⁦Alice Fulwood⁩ and ⁦Mike Bird⁩ — if you’re interested in automation, have a listen economist.com/podcasts/2023/…

In this week’s edition of ⁦⁦⁦The Economist⁩ I show why an automation apocalypse is still a long way off economist.com/business/2023/…