Logo
    Search

    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.

    enFinancial Times & Pushkin Industries112 Episodes

    Episodes (112)

    What elections in France and the UK mean for markets

    What elections in France and the UK mean for markets

    Recent elections have changed politics in Europe, delivering a centre-left Labour government in the UK and shifting seats to a left alliance in the French parliament. Today on the show, Katie Martin discusses this new landscape, and what it means for global markets and finance, with the FT’s economics commentator Chris Giles. Also, we short political journalists and opinion polls. 


    Take the Unhedged Listener Survey  

    Terms & Conditions


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    Unhedged
    enJuly 09, 2024

    Can Morgan Stanley's CEO build a better bank?

    Can Morgan Stanley's CEO build a better bank?

    Ted Pick became chief executive of Morgan Stanley earlier this year. In a recent letter to shareholders, he touted “the integrated firm” as a model for the bank's future. But it’s not a new idea, and it’s one that has proven very hard for banks to actually do. Today on the show, Rob Armstrong asks the FT’s US banking editor, Josh Franklin, if it’s even a good idea. Also we short the US housing market and summer in New York City. 


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    Unhedged
    enJune 27, 2024

    Are we all protectionists now?

    Are we all protectionists now?

    On Thursday, two candidates for US president will debate each other. They are both protectionists. This is a huge change in US economic policy, and one that may have massive consequences in the decades to come. Today on the show, Robert Armstrong talks with the FT’s chief economics commentator, Martin Wolf, about the past and future of industrial policy. Also we go long ageing and long babies.


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    Unhedged
    enJune 25, 2024

    Distressed IPOs

    Distressed IPOs

    Golden Goose had a simple plan. Mass produce worn out sneakers, get stars to wear them, and sell them to the public. It was going great until the owner announced an IPO, and then pulled it. Today on the show, Katie Martin and James Fontenella-Khan discuss. Also, we go long German football and long sterling. 


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer

    You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    Unhedged
    enJune 21, 2024

    Elon Musk’s big payday

    Elon Musk’s big payday

    On Thursday, shareholders of Tesla voted to re-approve a deal to reward Elon Musk with more than $50 billion worth of shares in Tesla, thus making one of the world’s richest men even richer. Also we go long teams without stars and short climate change. 


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com


    Read a transcript of this episode on FT.com




    Hosted on Acast. See acast.com/privacy for more information.


    Unhedged
    enJune 18, 2024

    Central bankers do nothing. Markets respond

    Central bankers do nothing. Markets respond

    The Federal Reserve held rates steady on Wednesday, and markets went whooshing upwards, as if they thought no-move was a clear signal about the next move. For a bit anyway. Today on the show, Katie Martin is joined by Chris Giles, the FT’s economics commentator, to talk about the Fed and the crucial next few months before the US election in November. Also we short transatlantic rate arbitrage, exams and Nigel Farage.


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    Unhedged
    enJune 13, 2024

    Trade like a bot

    Trade like a bot

    Researchers at the University of Chicago took a fairly standard large language model of AI and fed it a bunch of balance sheets and income statements and asked it to make predictions about earnings. In backtests, AI beat human calls by a small margin, and outperformed the market generally. Have fund managers been dealt yet another kill shot? Katie Martin and Robert Armstrong discuss, and go long shareholder commitments, and the musical genius of Yuja Wang.


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    Unhedged
    enJune 11, 2024

    The gamma squeeze

    The gamma squeeze

    Nvidia continues its rocket-like rise: Investors have piled in, as have day traders who play the stock with options. This is causing banks and market makers to load up on shares in order to cover trades. It's a feedback loop traders call the gamma squeeze, and some are concerned it’s distorting markets. Today on the show, Katie Martin talks about Nvidia and the gamma squeeze with correspondent George Steer. Also we go long the ECB and short proposals for a Texas stock exchange. 


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    Unhedged
    enJune 06, 2024

    What elections mean for markets this year

    What elections mean for markets this year

    It’s a big year for democracy. Voters in Mexico and India just went to the polls. Elections in the UK and US are still to come. On today’s show, Rob Armstrong and Katie Martin talk through how markets are responding to the elections in Mexico and India. And they analyse how markets might react to the UK and US elections. Also, we go short slugs and stock-based compensation.


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    Unhedged
    enJune 04, 2024

    The billionaires’ tax

    The billionaires’ tax

    At a recent meeting of the G20, Brazil invited economist Gabriel Zucman to address the most powerful nations in the world, and argue for a global tax on the super-rich. Today on the show, European economics commentator Martin Sandbu joins Robert Armstrong to discuss whether a worldwide tax on the very richest could even happen, and how it might work. Also, we short the commercial real estate crisis and go long liberal democracy. 


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    Unhedged
    enMay 30, 2024

    Who killed Red Lobster?

    Who killed Red Lobster?

    Red Lobster used to be a respectable place to eat too much seafood. Now it’s bankrupt. Today on the show, host Rob Armstrong and the FT's Wall Street editor Sujeet Indap put on their bibs and pick apart the exoskeleton of a fast-casual icon. They talk about pasta water, real estate, and whether the real killer was the all-you-can-eat shrimp promotion. Also we go long Chili’s, and deliver the results of an informal art poll. 


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Rob Armstrong at rob.armstrong@ft.com and Katie Martin at katie.martin@ft.com


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    Unhedged
    enMay 28, 2024

    Where’s the commercial property meltdown?

    Where’s the commercial property meltdown?

    Commercial property values in the UK and the US have been slow to adjust to the sharp increase in interest rates. Are sellers refusing to accept reality? Or has the property economy simply put itself on hold? Joshua Oliver covers real estate (and crypto) for the FT, and he walks us through it all. And talks about crypto. 


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Katie Martin at katie.martin@ft.com.


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    Unhedged
    enMay 23, 2024

    The cocoa boom

    The cocoa boom

    The price of cocoa has exploded. Over the past year, it’s up about 300 percent. Today on the show, Katie Martin and commodities reporter Susannah Savage try to figure out what’s behind the run-up in cocoa, olive oil and other staples. Also we go long gardening and short AI copying our voices. 


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Katie Martin at katie.martin@ft.com


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    Unhedged
    enMay 21, 2024

    Bridgewater’s new boss

    Bridgewater’s new boss

    Bridgewater Associates is one of the largest hedge funds in the world, and one of the most unusual. Its founder, Ray Dalio, has retired and moved on to other things, such as deep sea submarines. Can the new chief executive keep the group’s legendary returns going? Today on the show, reporter Ortenca Aliaj joins Rob Armstrong to discuss. Also we go long Walmart and short the troubled merger of Jennifer Lopez and Ben Affleck. 


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Katie Martin at katie.martin@ft.com


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    Unhedged
    enMay 16, 2024

    GameStop again?

    GameStop again?

    ‘Roaring Kitty’, aka Keith Gill, aka the GameStop memelord, leaned in again this week, sparking a massive rally in the retailer and its sidekick, AMC. FT correspondents Katie Martin and Rob Armstrong take stock of the mayhem and ask if it's a sign that the animal spirits are back. Also we short gruelling exams and go long utilities.  


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Katie Martin at katie.martin@ft.com


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    Unhedged
    enMay 14, 2024

    The fight for Paramount

    The fight for Paramount

    It's high noon for Paramount Studios, one of the most legendary names in Hollywood. In one corner, Wall Street and private equity. In the other corner, talented producer David Ellison, head of Skydance. OK, to be fair, he’s partnering with private equity, too. Today on the show, we break down the boss battle for Paramount with deals editor James Fontanella-Khan. Also we talk about sports.


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Katie Martin at katie.martin@ft.com.


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    What’s next for Warren Buffett

    What’s next for Warren Buffett

    The annual meeting of Berkshire Hathaway this past weekend was a celebration of Warren Buffett’s unparalleled record and his legendary charm. Today on the show, FT correspondents Katie Martin and Robert Armstrong talk about recent investments in energy stocks, Apple and the ultimate question: succession. Also, we invent a new festival – TrackerFest – and short Shell’s climate credit shenanigans. 


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Katie Martin at katie.martin@ft.com.


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    Is Fed policy working?

    Is Fed policy working?

    The Federal Reserve this week chose to hold interest rates unchanged. But inflation still continues to outpace its 2 per cent target. Today on the show, capital markets correspondent Kate Duguid joins us to ask if the US central bank is making the wrong decisions, and what options they have. Also, we short Starbucks and dissect Ray Dalio's bet on civil war. 


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Katie Martin at katie.martin@ft.com


    Read a transcript of this episode on FT.com




    Hosted on Acast. See acast.com/privacy for more information.


    Why the US dollar is the world’s problem

    Why the US dollar is the world’s problem

    The American economy is strong — and the dollar is extremely expensive. Today on the show, we talk about how the strong dollar affects the rest of the world, pressuring importers, benefitting manufacturers, and causing capital to flow into the United States. Also we go long McDonald’s and long the British pub. 


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Katie Martin at katie.martin@ft.com


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    Bonus: The fraudster's guide to magic money with Tim Harford

    Bonus: The fraudster's guide to magic money with Tim Harford

    The FT’s Rob Armstrong sits down with Tim Harford, host of the podcast Cautionary Tales, to discuss Ponzi schemes, how they spiral out of control and what differentiates them from bubbles — and from Amazon. Plus, we go long pyramid schemes and short, as usual, crypto. 


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer

    Check out Tim’s podcast, Cautionary Tales, and the full story on Sam Israel’s Ponzi scheme here.


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    Related Podcasts

    ALFA 102

    ALFA 102

    ALFA IALAH SINGKATAN KEPADA ANALISIS, LAPORAN, FAKTA DAN AGENDA. MANAKALA 10-2 BERMAKSUD KE UDARA DI RADIO DALAM SEGMEN 10 PAGI HINGGA 2 PETANG.
    ALFA IALAH SEBUAH RANCANGAN BERKONSEP TEMU BUAL LANGSUNG DI KONTI RADIO DAN FACEBOOK-NASIONALFM SENTIASA DI HATI.
    RANCANGAN INI KE UDARA BERMULA ISNIN HINGGA JUMAAT PUKUL 10.30 MINIT PAGI SELAMA SETENGAH JAM.
    BERDASARKAN ANALISIS, LAPORAN, FAKTA DAN AGENDA,  TOPIK DAN ISU SEMASA DIPILIH BERSESUAIAN DENGAN KEADAAN SEMASA SERTA RELEVAN UNTUK DISIARKAN TERUTAMANYA BERKAITAN DENGAN DASAR-DASAR KERAJAAN YANG BAHARU PERLU DKETAHUI OLEH RAKYAT TEMPATAN.
    TOPIK DAN ISU SEMASA MENCAKUPI PELBAGAI BIDANG SEPERTI KESIHATAN, EKONOMI, PENDIDIKAN, TEKNOLOGI, BAHASA, POLITIK  DAN SEBAGAINYA

    Arbetsplatspodden

    Arbetsplatspodden
    Arbetsplatspodden drivs av Cultivated Workplaces, och programledare är Andreas Ek-Sarfraz, arbetsplatsutvecklare och föreläsare med 20+ år av erfarenhet från ansvarsområden inom en rad svenska och internationella företag. Tanken med Arbetsplatspodden är att informera, inspirera och arbeta för bättre välmående arbetsplatser. Vi pratar om arbetsmiljö, de sociala reglerna, kulturen på arbetsplatsen och mycket mer som är knutet till arbetslivet. WHO säger det bäst: "Hälsa är ett tillstånd av fullständigt fysiskt, psykiskt och socialt välbefinnande, inte endast frånvaro av sjukdom och funktionsnedsättning." Min förhoppning är att Arbetsplatspodden skall bidra för ett friskare arbetsliv. Detta skall ske med spännande samtal varje vecka och därigenom leverera inspirerande information och nyttig kunskap. Ibland kan det dyka upp bonusavsnitt, beroende på vad som kommer i poddens väg. För tankar och idéer, kontakta mig på arbetsplatspodden @ cultivatedworkplaces .se Musik i intro säsong 3-4: Shine bright (Scott Holmes) / CC BY 4.0 Musik i intro säsong 1-2: Night Drive (Decktonic) / CC BY 4.0

    By: Arbetsplatspodden

    Total Episodes: 38

    Topics:newsbusiness

    Blind Level Tech

    Blind Level Tech
    Blind Level Tech, or BLT, is a fun new show dedicated to the use of technology for those who are blind and have visual impairments. We will walk you through the latest and greatest tech from Apple to Microsoft and TVs to kitchen appliances. We will even throw in some good ole dad and tech jokes for good measure. Being blind is hard enough. Your tech experience shouldn't be.

    By: Aftersight

    Total Episodes: 50

    Topics:newsbusiness

    ideas Börsennews

    ideas Börsennews
    Mit ideas Börsennews immer top informiert: Was ist an den Märkten passiert? Stehen heute wichtige Wirtschaftsdaten oder Quartalszahlen an? Was erwarten Experten, wie der Deutsche Leitindex DAX in den neuen Handelstag startet? Wie sieht die Lage an der Wall Street aus? Im Börsenbriefing erfahren Sie kurz und kompakt alles Wichtige für den Handelstag – und das zwei Mal täglich: morgens vor dem Börsenstart in Deutschland und nachmittags vor dem Handelsstart an den US-Börsen. Webseite von Société Générale Zertifikate: https://www.sg-zertifikate.de/ Weitere Informationen und wichtige rechtliche Hinweise: https://www.sg-zertifikate.de/podcast

    By: Société Générale Zertifikate

    Total Episodes: 100

    Topics:newsbusiness

    Cotygodniowy przegląd internetu

    Cotygodniowy przegląd internetu
    To audycja poświęcona wydarzeniom, które obiegły Internet w ostatnich 7 dniach. Zaprasza Wojtek Kardyś, któremu nie umkną najciekawsze zjawiska, social mediowe trendy, a także zagrożenia. Goście w studiu to influencerzy, eksperci do spraw marketingu, internetu i social mediów. Rozmawiamy, śmiejemy się, edukujemy. Na luzie. #SAMESZTOSY w soboty o 13 na 97,1 FM w Warszawie i na www.radiokampus.fm na całym świecie!

    By: Radio Kampus

    Total Episodes: 9

    Topics:leisurenewsbusiness