

A Long Time In Finance
Jonathan Ford and Neil Collins
The long view of finance, markets and money as seen by two veteran City editors, Neil Collins and Jonathan Ford, presented in partnership with The Library of Mistakes. Hosted on Acast. See acast.com/privacy for more information.
Episodes
Mentioned books

Jun 7, 2024 • 26min
From The Corset to Help To Buy: A British Housing Story (Part 2)
How did housing in Britain go from somewhere to live to being everyone's favourite financial asset? In the second of our two part series, we look at housing policy since 1970; and ask whether there has ever been a coherent approach. Also is there a natural level of home ownership and should we be encouraging everyone to buy? With Cambridge University housing expert Peter Williams.Presented by Jonathan Ford and Neil Collins.With Peter Williams.Produced and edited by Nick Hilton for Podot.In association with Briefcase.News Hosted on Acast. See acast.com/privacy for more information.

May 31, 2024 • 27min
From The Corset to Help To Buy: A British Housing Story (Part 1)
How did housing in Britain go from somewhere to live to everyone's favourite financial asset? In the first of a two part series, we look at the mortgage market since 1970; and ask whether the high prices and low supply we endure today are a financial phenomenon. With former building societies supremo Mark Boleat.Presented by Jonathan Ford and Neil Collins.With Mark Boleat.Produced and edited by Nick Hilton for Podot.In association with Briefcase.News Hosted on Acast. See acast.com/privacy for more information.

May 17, 2024 • 28min
The Amazon Octopus
When Jeff Bezos founded Amazon in 1994, it was an online bookshop. Now its tentacles are everywhere: it's a marketplace for third party goods from around the world, a huge cloud computing business and America's largest parcel delivery group. But is this a good thing or a bad one? We talk to Dana Mattioli of the Wall Street Journal about whether Amazon is the consumer''s friend or a monopolist to rank with Rockefeller's Standard Oil.Presented by Jonathan Ford and Neil Collins.With Dana Mattioli.Produced and edited by Nick Hilton for Podcast.In association with Briefcase.News Hosted on Acast. See acast.com/privacy for more information.

Apr 12, 2024 • 24min
Michael Jensen: High Priest of Greed
The economist Michael Jensen, who died this month, did as much as any single thinker to shape modern financial capitalism. To his detractors, he was the High Priest of Greed who justified stratospheric CEO pay and predatory private equity. His admirers believe he revived Anglo Saxon capitalism. We discuss his ideas and legacy with the independent researcher and private equity expert Peter Morris. Presented by Jonathan Ford and Neil Collins.With Peter Morris.Produced and edited by Nick Hilton for Podcast.In association with Briefcase.News Hosted on Acast. See acast.com/privacy for more information.

Apr 5, 2024 • 24min
Fallen Angels: Thames Water Circles the Plughole
A natural monopoly delivering an essential service, Thames Water was privatised in 1989 with no debt. Now it's on its knees, crushed by more than £15bn of borrowings. Neil and Jonathan talk to Feargal Sharkey about what this says about Mrs Thatcher's most controversial privatisation, whether incentive regulation works, and whether we should just scrap the whole private structure and start again.Presented by Jonathan Ford and Neil Collins.With Feargal Sharkey.Produced and edited by Nick Hilton for Podot.In association with Briefcase.News Hosted on Acast. See acast.com/privacy for more information.

Mar 29, 2024 • 24min
Fallen Angels: GEC/Marconi - From Bellwether to Basket Case
GEC was a British manufacturing titan; a cash-rich producer of everything from washing machines to railway trains. Then in a few years, it rebranded and restructured, shedding most of the old industrial bits to focus on telecoms. The result? By 2005, shiny new Marconi was no more. In the second of our Fallen Angel series, we talk to industrial historian Nick Comfort about one of the most abrupt collapses in UK corporate history and its heavy industrial cost Presented by Jonathan Ford and Neil Collins.With Nicholas Comfort.Produced and edited by Nick Hilton for Podot.In association with Briefcase.News Hosted on Acast. See acast.com/privacy for more information.

Mar 22, 2024 • 24min
Fallen Angels: The Fall of the House of ICI
Writer and industrial commentator Nick Comfort discusses the fall of ICI, a leading British manufacturing company. They delve into ICI's self-sabotage, struggles in adapting to markets, impact of leadership decisions, and the company's demerger. The conversation highlights the implications of corporate raiders, ownership shifts, and the importance of industrial policies in supporting British firms.

Mar 8, 2024 • 27min
The Internet, AI, And the Madness of Crowds
Brian McCullough, an internet historian and venture capitalist, dives into the chaotic world of the dot-com bubble and its lessons for today’s AI boom. He discusses how market narratives can inflate stock valuations and why the impacts of innovation often overshadow necessary infrastructure. The conversation highlights Apple’s comeback from near-collapse, the evolution of Microsoft under Satya Nadella, and how tech giants exploited the aftermath of the bubble. McCullough’s insights bridge the past and present, revealing what the frenetic tech landscape can teach us.

Mar 1, 2024 • 24min
The Economic Consequences of Roger Bootle
One of Britain's better-known economic forecasters, Roger Bootle, set up his consultancy Capital Economics 25 years ago. He made his name predicting the "death of inflation" on which he wrote an influential book in the 1990s. We discuss the importance of economic history, favourite writers, monetarism, bright spots in the world economy, and Britain's many problems with growth.Presented by Jonathan Ford and Neil Collins.With Philip Augar.Produced and edited by Nick Hilton for Podot.In association with Briefcase.News Hosted on Acast. See acast.com/privacy for more information.

Feb 23, 2024 • 23min
BP, Black Monday and Nigel Lawson's Big Bet
In the second of our series on Privatisation and Popular Capitalism, we look at the biggest and riskiest privatisation of all - the 1987 sale of the UK's 31% stake in BP. How the Chancellor Nigel Lawson gambled that the markets were good for a quick £7bn. Prepare for the world's shortest pricing meeting, diplomatic rows with Kuwaitis and lots of long faced underwriters. And our guest Philip Augar delivers the verdict: was it a disaster narrowly averted or a triumph for the new City of London?Presented by Jonathan Ford and Neil Collins.With Philip Augar.Produced and edited by Nick Hilton for Podot.In association with Briefcase.News Hosted on Acast. See acast.com/privacy for more information.


