Unhedged Financial Times

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

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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.

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.

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.

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.

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.