Unhedged

Financial Times
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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.

  1. 3 HR AGO

    Magnificent 7 report

    The Magnificent 7 make up seven of the eight largest stocks on the S&P 500 and they are reporting earnings this week and last. Today on the show, Rob Armstrong and guest John Foley, who covers technology for the Lex column, take a look at all seven – with a nod to Berkshire Hathaway – and ask where they’re headed. Also we go long Reddit and long consumer sentiment.  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.

    21 min

  2. 2 DAYS AGO

    Can Boeing come back?

    It’s been a tough year for Boeing. It started with a door panel falling off of a plane in mid-flight. Then machinists at the company went on strike. This week, Boeing announced it would raise $19bn in an effort to keep its credit rating from being cut to junk. Today on the show, the FT’s Chicago correspondent Claire Bushey joins Rob Armstrong to discuss whether Boeing is too big to fail – and if it’s worth the wait for investors. Also, we go long Superstore and Halloween. 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.

    19 min

  3. 24 OCT

    What do bond markets know about the election?

    As betting markets and polls begin tentatively to suggest a Donald Trump election win, yields in 10-year Treasuries have risen. Some on Wall Street think that is because traders believe Trump will win, bringing with him inflationary spending and policies. Today on the show, Rob Armstrong discusses what the bond market knows with Derek Brower, the FT’s US political news editor. Also we go long Coca-Cola, and short a decisive election result.   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.

    22 min

  4. 22 OCT

    The titans of Wall Street

    Citadel, XTX and Jane Street have come to dominate trading on Wall Street, and not just in equities. They now run a huge proportion of trading in currency and bonds, something the banks used to own. But where did they come from, why have so few people heard of them, and how did they get so big? Today on the show, Katie Martin and Robin Wigglesworth discuss the massive growth in the algorithmic trading firms. Also, they go long honesty, and long the upcoming FT Alphaville pub quiz in New York.  Read the FT’s series about the new titans of Wall Street here.  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.

    22 min

  5. 17 OCT

    The $2tn man

    Nicolai Tangen oversees Norges Bank Investment Management, also known as Norway’s oil fund. It contains about $2tn in assets, based on money earned from drilling for oil offseas. Today on the show, Tangen talks with Katie Martin about everything from the European economy to China and Taiwan to overconcentration in the American stock markets. Also, Tangen goes long learning and short red tape.  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.  Unhedged has been nominated for a Signal Award! You can vote for us here: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

    21 min

  6. 15 OCT

    Are emerging markets back?

    Grouping the majority of the world’s economies into a basket labelled “emerging markets” and trying to generalise about them is a fool’s errand. And we are perfect for the job. Today on the show, Katie Martin and Aiden Reiter discuss the EM landscape and pay particular attention to Brazil’s hot economy. Also we go long Poppy Gustafsson and short Netflix’s research department.  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.  Unhedged has been nominated for a Signal Award! You can vote for us here: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

    20 min

  7. 10 OCT

    Novo Nordisk, Eli Lilly and the GLP-1 economy

    Eli Lilly’s shares have surged 750 per cent over five years. Novo Nordisk’s are up about 360 per cent in the same period. It's been an awesome run for these companies. But how much longer can it last? Today on the show, Rob Armstrong and Aiden Reiter talk to the FT’s US pharmaceutical and biotech correspondent Oliver Barnes about the astonishing growth in weight-loss drugs, and their future. Also we short inflation and running clubs.   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.  Unhedged has been nominated for a Signal Award! You can vote for us here: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

    21 min

  8. 8 OCT

    Markets send mixed signals

    Stocks are flying, rates are plunging, jobs are surging, but everyone says they’re anxious. What is going on? Today on the show, Katie Martin and Rob Armstrong try to understand the many strange and sometimes contradictory things happening in the US economy. Also, we go short Spirit Halloween and long monsters.  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.  Unhedged has been nominated for a Signal Award! You can vote for us here: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

    21 min
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About

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.

Information

  • Channel
    Financial Times
  • Creator
    Financial Times & Pushkin Industries
  • Years Active
    2023 - 2024
  • Episodes
    145
  • Rating
    Clean
  • Copyright
    © Financial Times
  • Show Website
    Unhedged

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