Unhedged

Katie Martin, Robert Armstrong and other markets nerds at the Financial Times explain the big ideas behind what’s happening in finance right now. Every Tuesday and Thursday. Hosted on Acast. See acast.com/privacy for more information.

Unhedged

Up to 10 minutes

Introducing Untold: The Retreat

Up to 15 minutes

How inflationary are tariffs, really?

The diamond market disrupted

Active changes to passive indices

High interest rate anxiety

Shopify vs Amazon

Two stock markets, two takes

Cash rethink energises asset markets

The return of crypto

A drastic solution to exploding US government debt

Up to 20 minutes

Is Nvidia really worth $4tn?

Do the markets even care about the US election?

Can Boeing come back?

Are emerging markets back?

Is the China stimulus package enough?

Immigration and unemployment

Federal Reserve puts on enormous party hat

Boring but sexy (stocks)

The case for Tesla

Will a major revision of listing rules in the UK work?

Investing in green tech

Paramount, Skydance and the streaming wars

The gamma squeeze

Where’s the commercial property meltdown?

The cocoa boom

Bridgewater’s new boss

GameStop again?

The fight for Paramount

Is Fed policy working?

Why the US dollar is the world’s problem

How oil got to $90 a barrel

Should we worry about private credit?

Rethinking Tesla and Apple

Wall Street bets on Reddit

The great British bargain show

Can the US stock market stand 3% US inflation?

Does factor investing still work?

Inside the traders’ black box

Learning to love the boom

Three markets, three highs

WeWork rework

Active investors! Assemble

The dilemma of the supercompany

Are dividends back?

High-yield bond bonanza

Will commercial real estate hurt regional banks?

Can China rebound in 2024?

Boardroom games

Is America overpriced?

Today's inflation numbers

Tech stock winners

Cool markets, hot takes

The year ahead, according to AI, and humans

Markets gone wild

Thirty-seven years of wisdom

Central bank lookahead

Gold just set a record. Why?

Down the liquidity hole

Have rates peaked?

What the London Stock Exchange really trades

The zombie companies

What does Walmart know?

Up to 30 minutes

Heinz, Kraft and Warren Buffett

The other side of trade

Why is gold buggin’?

What can Trump do about the price of oil?

Are US stocks too expensive?

Best of: the world’s greatest stocks

Looking at 2025

Disinflation, demographics, Doge

Live from Kilkenomics: anger and economics

Live from Kilkenomics: financial mistakes

The Trump economy. How big? How beautiful?

Magnificent 7 report

What do bond markets know about the election?