Podcast appearances and mentions of arash massoudi

On our season 3 premiere of Press Profiles, we're doing our “Due Diligence” with the FT's corporate finance and deals editor. Arash Massoudi grew up in Tallahassee, Florida but has made himself a successful career across the pond reporting on the biggest corporate deals, and most recently, the growing intersection of sports and business. Arash's journey to London included an unpaid internship for the Charlie Rose show, one failed job as a waiter, and a position in The White House with the Obama administration. We get into all those stints, discuss what he's focused on today, where he sees the future of his reporting, our shared love for sports, where to eat in London, broken bathroom doors, and of course, a whole lot more.

UBS says it will buy embattled investment bank Credit Suisse for more than $3 billion and assume more than $5 billion in losses. Financial Times' Arash Massoudi explains the latest. Plus, regulators are looking to shore up investor confidence in regional banks across the United States. Argus Research's Stephen Biggar and Piper Sandler's Stephen Scouten discuss the latest developments. And, ahead of what has historically been the busiest time for housing, what does the demand picture look like? Housing Wire's Logan Mohtashami weighs in.

Regional banks have gotten hammered in the wake of SVB and growing investor concerns over viability and balance sheets, but they're catching a bid this morning. Financial Times' Arash Massoudi and KBW's RJ Grant explain the latest developments. Plus, the ripple effects of the SVB collapse are hitting VC-backed companies as founders race to withdraw cash in time to make payroll. MSA Capital's Ben Harburg breaks down what he's seeing. And, investors are gearing up for the February CPI report today, which is expected to show inflation remaining high but down slightly from January's read. New Street Advisors Group's Delano Saporu, Potomac Wealth Advisors' Mark Avallone, Wells Fargo's Sarah House, and Main Street Asset Management's Erin Gibbs discuss the outlook.

In this edition, I speak with Arash Massoudi, Corporate Finance and Deals editor with the Financial Times in London, and also the co-creator of the FT's must-read newsletter on deal-making: Due Diligence.I wanted to bring Arash on to get a sense of how the world's most voracious deal-makers are viewing the global landscape: who wins and loses in a world of rising rates, deglobalization, and climate concerns.I also wanted to chat with Arash about some of the phenomenal scoops he's generated over the last decade, including Masa Son and SoftBank's Vision Fund, Elon Musk and the “funding secured” fiasco, the rise of sports as an investment vertical, and many others. With his eye for a scoop, I wanted to see if we might get a bead on where the next big story might pop.Given his role launching Due Diligence and Scoreboard — the FT's newsletter focused on the business of sport — I wanted get into the topic of newsletters and the rise of Substack, the significant businesses that newsletters have become in their own right, and how the medium itself shapes the production and consumption of journalistic content.Thanks, as always, for listening. I hope you enjoy this episode — and if you do, you should subscribe to the FT and the Due Diligence newsletter, and give Arash a follow on Twitter (@ArashMassoudi). And don't forget to share it with friends and colleagues.This podcast was recorded in February 2023.---Read Arash's latest stories with the FT.Sign up for FT's premium newsletter Due Diligence and Scoreboard.Follow Arash on Twitter (@ArashMassoudi).---Follow Mike on Farcaster or Twitter---Music credit: Daniel Allan, “Too Close” released on Sound. You can learn more about Daniel's community-owned DAO that underwrote his latest EP here. (Disclosure: In addition to the “Too Close” NFT, Portico's founder Michael Casey owns $OVERSTIM tokens, as well as many other music NFTs; his Sound collector profile is available here).

Our guest this week is Sarah Ketterer. She is CEO and fundamental portfolio manager at Causeway Capital Management, the firm she co-founded in 2001. In her role, she is responsible for overseeing investment research across all sectors and is a member of the firm's operating committee. As a part of her duties, Ketterer manages Causeway's flagship international value strategy, including the Causeway International Value fund, which she has run since its 2001 inception. Prior to founding Causeway, she was a senior leader and portfolio manager at Hotchkis & Wiley. She earned her bachelor's degree in economics and political science from Stanford University and an MBA from the Tuck School, Dartmouth College.Background BioCausewayGirls Who Invest100 Women in FinanceWomen in Institutional Investments NetworkCauseway International Value Fund Investment Team Named Morningstar's 2017 International-Stock Fund Manager of the YearInvestment Approach“A Topnotch Foreign Large-Value Vehicle for the Long Haul,” by William Samuel Rocco, Morningstar.com, Nov. 8, 2021.“Growth and Value Equity Opportunities: Morningstar Investment Conference,” by Charles Paikert, familywealthreport.com, May 23, 2022.“Combining our Time-Tested Abilities in Developed and Emerging International Markets,” causewaycap.com.“Investors Should Be Ready to Buy When We Are Clearly in a Recession,” by Cristoph Gisiger, causewaycap.com, Dec. 6, 2022.“Where to Invest $10,000 Right Now,” by Suzanne Woolley, Bloomberg.com, May 18, 2022.The StarMine Analyst Revisions Model (ARM) Value Investing and Turnarounds“'We Started Jumping Out of Our Shoes': Auto Share Drop Revs Up Value Shop,” by Vicky Ge Huang, citywireusa.com, April 2, 2018.“Buy ‘Dull' Cash-Flowing Stocks, Causeway's Ketterer Says,” by John Gittelsohn, financialpost.com, June 5, 2022.“Top Global Value Manager Sarah Ketterer Identifies Some ‘Outstanding' Bear Market Opportunities,” Wealthtrack podcast, wealthtrack.com, July 8, 2022.“Why This Top Manager Thinks Markets Are Less Risky Now,” by Katie Rushkewicz Reichart, Morningstar.com, May 17, 2022.“Where a Value Manager and a Growth Manager See Opportunities, Risks Now,” by Dinah Wisenberg Brin, thinkadvisor.com, May 23, 2022.“Activist Investors Descend on ‘Bargain Basement' UK Companies,” by Harriet Agnew and Arash Massoudi, ft.com, Feb. 1, 2022.Portfolio Positioning “Sarah Ketterer's 5 Favorite Energy Stocks,” by Sydnee Gatewood, gurufocus.com, June 20, 2022.“Sarah Ketterer's 5 Favorite Tech Stocks,” by Sydnee Gatewood, gurufocus.com, June 15, 2021.

Arash Massoudi of the Financial Times breaks down why Softbank's mega-deal to sell chipmaker Arm to Nvidia fell apart. Plus, Michael Stoppard of IHS Markit discusses whether European countries could make up for a shortfall in natural gas if Russia cuts off supplies flowing through Ukraine. And, Brian Sullivan points out why one side of the bond market -- corporate debt -- has suffered along with stocks to start the year.

We've got news. Caley and Goodman walk through the setup of the proposed Super League, its apparent business goals, the structural problems in European football that brought us to this point. and what we think is likely to emerge on the other side of this.@Guidetobirds on the wage issue at the heart of the Super League: https://fileundertragicomedy.wordpress.com/2021/04/19/the-super-league-is-about-wages-too/Murad Ahmed and Arash Massoudi in the Financial Times on the financing of the league: https://www.ft.com/content/f00bb232-a150-4f7d-b26a-e1b62cd175c3Joshua Robinson in WSJ on the history and likely legal issues upcoming: https://www.wsj.com/articles/european-soccer-super-league-fifa-uefa-11618834570Support the show (http://patreon.com/doublepivot)

Southeast Asian ride-hailing and delivery company Grab is said to be in talks to go public through a SPAC. We discuss the possible outcomes and impact with the FT’s Arash Massoudi. Plus, the U.K. is expanding their Covid-19 vaccine rollout by introducing the Moderna vaccine today. And Piper Sandler has released their survey on teen retail spending—we speak with Erinn Murphy about the results.

Bernard Arnault built a €210bn luxury empire through an unflinching acquisition strategy that earned him the “wolf in cashmere” moniker. Tiffany, famous for its robin-egg blue boxes and diamond engagement rings, was meant to be the jewel atop his LVMH luxury group. The takeover would have been the largest-ever in the luxury sector, until the pandemic hit. The FT’s Leila Abboud, Arash Massoudi and James Fontanella-Khan unwind the saga of how the $16.6bn deal has hit rocky ground and how the pandemic and the forthcoming legal battle could change the terms of M&A engagement globally.Review clips: CNBC, PBS, Viva TechnologyRead more from Leila, Arash and James - https://www.ft.com/content/72af09b4-12a4-45ad-86ca-919d38e279e8Find the FT’s Due Diligence newsletter - https://www.ft.com/due-diligence See acast.com/privacy for privacy and opt-out information.

The global economic outlook is still worsening, according to IMF managing director Kristalina Georgieva. Plus, the FT’s corporate finance and deals editor, Arash Massoudi, reports on the latest deal to collapse amid the pandemic and the FT’s Colby Smith explains why the looming emerging markets debt crisis is expected to be messy.To get free access to the FT’s Coronavirus Business Update newsletter for 30 days, visit ft.com/newsbriefingcovid. See acast.com/privacy for privacy and opt-out information.

Arab Gulf leaders have been splashing out on sport. Officials in the Gulf states say the investment is part of their effort to diversify oil-dependent economies, but critics accuse them of using sport to deflect attention from poor human rights records. Arash Massoudi discusses the impact of the oil money flowing into football and other sports with Murad Ahmed, sports correspondent, and Andrew England, Middle East editor. Sign up to join Arash and Murad at next month’s FT Business of Football Summit here Contributors: Arash Massoudi, corporate finance and deals editor, Murad Ahmed, sports correspondent, and Andrew England, Middle East editor. Producer: Fiona Symon See acast.com/privacy for privacy and opt-out information.

GeneralSubscribe to Fully Vested on SimpleCast, or wherever you listen to podcasts.WeWork & SoftBank (Update)Section starts at 11m45sWeWork.comWeWork's Crunchbase ProfileSoftBank.jpSoftBank's Crunchbase ProfileFair.comFair's Crunchbase ProfileFair, the SoftBank-backed car subscription startup, lays off 40% of staff, sacks CFO (Ingrid Lunden for TechCrunch)Sprint.comSprint's Crunchbase ProfileSoftBank is turning to its Sprint leaders to bail out WeWork—they’ll need to do better this time (Ari Levy and Alex Sherman for CNBC)SoftBank’s Son uses rare structure for $93bn tech fund (Arash Massoudi in London, Kana Inagaki in Tokyo and Leslie Hook in San Franciscofor Financial Times)Zuckerberg TestimonySection starts at 33m15sFacebook CEO Mark Zuckerberg faces sharp questioning in Congress about Libra cryptocurrency (Irina Ivanova and Grace Segers for CBS)Zuckerberg’s testimony left lawmakers just as concerned about libra as they were beforehand (Lauren Feiner for CNBC)Blind TechnologySection starts at 54m35sAccessibility, the future, and why Domino’s matters (Kate Cox for Ars Technica)Be My EyesAbout The Co-HostsJason D. Rowley is a data journalist for Crunchbase News, volunteers with the Python Software Foundation as an organizer of Startup Row at PyCon US, and sends occasional newsletters from Rowley.Report.Graham C. Peck is a Venture Partner with Cultivation Capital and additionally helps companies build technology development teams in partnership with Brightgrove and other technology development organizations.

Naspers, a publisher once condemned as a mouthpiece of the apartheid regime in South Africa, has quietly become one of the world’s biggest internet investors thanks to a stake in China’s Tencent. On 11 September it will list its global internet assets on the Amsterdam bourse, becoming Europe's biggest consumer internet company overnight. Arash Massoudi discusses how it got there with Joseph Cotterill in Johannesburg.Contributors: Arash Massoudi, corporate finance and deals editor, and Joseph Cotterill, Southern Africa correspondent. Producer: Fiona Symon See acast.com/privacy for privacy and opt-out information.

The London Stock Exchange group has confirmed that it is in advanced talks to buy Refinitiv in a $27bn deal that would turn it into a global exchanges and data powerhouse. Patrick Jenkins discusses the proposed deal with Arash Massoudi, the FT’s corporate finance and deals editor.Contributors: Patrick Jenkins, financial editor, Arash Massoudi, corporate finance and deals editor. Producer: Fiona Symon See acast.com/privacy for privacy and opt-out information.

The UK chancellor of the exchequer, Sajid Javid, plans to announce more than £1bn in increased funding for a no-deal Brexit, Deutsche Bank investigates whether confidential client data was compromised after it failed to deactivate dozens of accounts of fired staff, US President Donald Trump moves to replace Dan Coats as US director of national intelligence and some foreign car manufacturers in China are operating at a fraction of their potential output. Plus, the FT’s Arash Massoudi explains what the London Stock Exchange is looking to achieve with a potential takeover of financial market data provider Refinitiv. See acast.com/privacy for privacy and opt-out information.

Boeing faces another setback in its attempt to get the 737 Max back in the air, activist investor Carl Icahn is preparing a campaign to oust four of Occidental Petroleum’s board members and private equity deal-making hits its highest level since the lead-up to the global financial crisis. Plus, the FT’s corporate finance and deals editor, Arash Massoudi, explains what led to AbbVie’s $63bn acquisition of Botox-maker Allergan. See acast.com/privacy for privacy and opt-out information.

Sotheby’s has gone under the hammer for $3.7bn ending 31 years of public ownership, with the venerable auction house sold to Patrick Drahi, billionaire founder of the European telecoms group Altice. Arash Massoudi discusses the sale and what it means for the art market with Harriet Agnew and Melanie Gerlis.Contributors: Suzanne Blumsom, executive editor, Arash Massoudi, corporate finance and deals editor, Harriet Agnew, FT Paris correspondent, and Melanie Gerlis, FT art market columnist. Producer: Fiona Symon See acast.com/privacy for privacy and opt-out information.

German media group Axel Springer is seeking to go private with the help of US investor KKR. Katie Martin discusses what both sides stand to gain from the move with Arash Massoudi and Tobias Buck.Contributors: Suzanne Blumsom, executive editor, Katie Martin, capital markets editor, Arash Massoudi, corporate finance and deals editor, and Tobias Buck, Berlin correspondent. See acast.com/privacy for privacy and opt-out information.

Fiat Chrysler Automobiles has unveiled a proposed €32.6bn all-share merger with Renault that would reshape the global automotive industry. David Oakley discusses how the deal came about and how it will affect Renault’s proposed tie-up with Nissan with Arash Massoudi and Peter CampbellContributors: Suzanne Blumsom, executive editor, David Oakley, industry news editor, Arash Massoudi, corporate finance and deals editor and Peter Campbell, motor industry correspondent. Producer: Fiona Symon See acast.com/privacy for privacy and opt-out information.

In an interview with the FT, the UK health secretary and pro-business Conservative leadership candidate blasts rival Boris Johnson, Spain’s Prime Minister Pedro Sanchez and his French counterpart Emmanuel Macron are joining forces to block a German conservative from taking the European Commission presidency, and the mounting US-China trade war has led investors to raise bets that the Federal Reserve will cut interest rates as the economy slows. Plus, the FT’s corporate finance and deals editor Arash Massoudi explains the significance of the talks between Fiat Chrysler and Renault and the seismic shift it would cause in the automaking industry. See acast.com/privacy for privacy and opt-out information.

Patrick Jenkins and guests discuss whether US bankers pay is too high, UBS's disappointing results, highlights from Davos and the decision by two high street banks to invest in UK-based lender MarketInvoice. Contributors: Patrick Jenkins, financial editor, Laura Noonan, US banking editor, Stephen Morris, European banking corresponent, David Crow, banking editor, Arash Massoudi, corporate finance editor, Nicholas Megaw, retail banking correspondent, and Anil Stocker, chief executive of MarketInvoice. Producer: Fiona Symon See acast.com/privacy for privacy and opt-out information.

GlaxoSmithKline is combining its consumer health business with that of US rival Pfizer, paving the way for a separation of its core consumer and pharmaceuticals businesses within three years. Chief executive Emma Walmsley is betting the cash generated by the enlarged consumer unit will fund further investment in the pharmaceutical business ahead of the demerger. Matthew Vincent is joined by Sarah Neville and Arash Massoudi to discuss the merits of the deal and its implications for the health and pharmaceuticals markets.Contributors: Naomi Rovnick, FT Live reporter, Matthew Vincent, Lombard columnist, Sarah Neville, global pharmaceuticals editor and Arash Massoudi, corporate finance and deals editor. Producer: Sam Westran See acast.com/privacy for privacy and opt-out information.

SoftBank shares took a hit after agents of Saudi Arabia, its main funder, were accused of carrying out the gruesome murder of a Saudi journalist in Turkey. Malcolm Moore discusses what this means for the Japanese technology company with Kana Inagaki and Arash Massoudi.Contributors: Katie Martin, capital markets editor, Malcolm Moore, technology news editor, Kana Inagaki, Toyko correspondent and Arash Massoudi, corporate finance editor. Producer: Fiona Symon See acast.com/privacy for privacy and opt-out information.

Rupert Murdoch built a global media empire across newspaper, television and film companies. Why is now the time for him to sell many of the 21st Century Fox assets? And which media or telecoms giant will scoop them up? With the FT's Matt Garrahan and Arash Massoudi. Read more on FT.com.Review clips: CNN, CNBC, BBC, Fox News, Fox Business Network, Al Jazeera English, PBS News and CBS News. See acast.com/privacy for privacy and opt-out information.

Wu Xiaohui, one of China’s best known tycoon’s, has been sentenced to 18 years in prison for financial fraud, cementing the downfall of the one-time car salesman who catapulted himself to the pinnacle of global high finance over the past decade. Arash Massoudi talks to the FT’s Henny Sender and Don Weinland about what led to the former Anbang chairman’s fall from grace and what will become of the business empire he controlled - including New York’s Waldorf Astoria. See acast.com/privacy for privacy and opt-out information.

US cable operator Comcast's bid for Sky threatens Rupert Murdoch's takeover of the UK broadcaster as well as his plans to sell all of 21st Century Fox — except his rightwing US news channel and primary sports network — to Walt Disney. Naomi Rovnick unravels the details of the rival bids and what they signify for the global media industry in conversation with the FT's Matt Garrahan and Arash Massoudi See acast.com/privacy for privacy and opt-out information.

The shift to internet shopping has hit traditional malls hard and sparked a wave of consolidation in the retail property market. In the latest development, Unibail-Rodamco, Europe’s largest property company has acquired Australia's Westfield. Daniel Thomas discusses how the big mall operators are adapting to the online challenge with the FT's Aime Williams, Arash Massoudi and Miles Johnson. See acast.com/privacy for privacy and opt-out information.

Saudi Arabia has shocked the world with a wave of arrests of princes, tycoons and former ministers as part of an anti-corruption drive initiated by the Crown Prince Mohammed bin Salman. Siona Jenkins discusses the lightning crackdown with Simeon Kerr, Anjli Raval and Arash Massoudi See acast.com/privacy for privacy and opt-out information.

Saudi Arabia's sovereign wealth fund is investing $65bn in foreign asset managers as part of a plan to diversify the economy away from oil. Nearly a third of that will be put into a fund run by Blackstone to invest in US infrastucture. Andrew England discusses the move with Simeon Kerr, FT Gulf correspondent, and Arash Massoudi, M&A correspondent. See acast.com/privacy for privacy and opt-out information.

A cascade of changes at Goldman Sachs's investment banking arm has followed the move to Washington of the bank's former president Gary Cohn. Martin Arnold, FT banking editor, discusses what's behind the reshuffle with Arash Massoudi, M&A correspondent. Music by Kevin MacLeod See acast.com/privacy for privacy and opt-out information.

Two giant Chinese groups, ChemChina and Sinochem, are planning to merge next year, creating the world’s largest chemicals group. This follows ChemChina’s purchase of Swiss agrochemicals leader Syngenta, amid more consolidation of the global agrochemicals industry. David Oakley discusses the significance of these multi billion dollar deals with the FT's Don Weinland, Ralph Atkins and Arash Massoudi. See acast.com/privacy for privacy and opt-out information.

Standard Life's acquisition of Aberdeen Asset Management will create one of the biggest asset managers in Europe. Patrick Jenkins, FT financial editor, discusses what the deal means for investors and the sector with Miles Johnson, global investment editor, Oliver Ralph, insurance correspondent, and Arash Massoudi, M&A correspondent. See acast.com/privacy for privacy and opt-out information.

Warren Buffett and 3G were taken aback by the harsh rejection of the takeover offer they had backed but people close to the Anglo-Dutch group say the deal made no financial or strategic sense for them. Arash Massoudi and James Fontanella-Khan tell a tale of miscalculation and culture divide See acast.com/privacy for privacy and opt-out information.

October has been one of the busiest for global deal making on record, with the total value of deals topping $500bn. Matthew Vincent asks Arash Massoudi, FT M&A correspondent, what's behind the trend and whether it's likely to continue. See acast.com/privacy for privacy and opt-out information.

SoftBank, the Japanese telecoms giant, has agreed to buy UK-based chip designer Arm Holdings in a deal worth more than $32bn. It's an enormous bet by chief executive Masayoshi Son that the UK company will make Softbank a leader in one of the next big markets, the “internet of things”. Chris Nuttall discusses the timing of the deal and what it means for both companies with Arash Massoudi, who covers mergers for the FT and Richard Waters, West Coast Editor. Picture credit: Charlie Bibby See acast.com/privacy for privacy and opt-out information.

Anheuser-Busch InBev's acquisition of SABMiller will mean sustained revenue growth and expansion into emerging markets according to Arash Massoudi of the Financial Times. See acast.com/privacy for privacy and opt-out information.

Henry Mance reviews the week's events, including the landslide victory of Poland's Law and Justice party, the unexpectedly strong poll performance of Argentina's opposition, and the setback for Britain's George Osborne over tax credits. He is joined by Arash Massoudi, the FT's M&A correspondent, to discuss why mergers matter. See acast.com/privacy for privacy and opt-out information.

Sarah Gordon and Arash Massoudi reveal the clash of cultures - and personalities - that threatened the 42bn euro cement merger between Holcim and Lafarge See acast.com/privacy for privacy and opt-out information.