Unhedged

4.7 (131)
INVESTING
UPDATED TWICE WEEKLY

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.

4 DAYS AGO

Is the IPO market broken?

The markets are booming but there are fewer and fewer new entrants. And they don’t seem to be exciting to investors. Today on the show, Katie Martin and Aiden Reiter talk with Jenn Hughes about her latest newsletter on the weak IPO market. Also they go long the 10-year treasury and short the Treasury secretary’s plans to “monetize” the federal balance sheet. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer. You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

23 min
6 DAYS AGO

Pros and cons of a US sovereign wealth fund

Donald Trump and his Treasury secretary have signaled their support for a sovereign wealth fund. Joe Biden and Kamala Harris also discussed it. But is it a good idea? Today on the show, Katie Martin and Aiden Reiter make the case for and against a radical new plan for American capital. Also, they go long the reappearance of Chinese billionaire Jack Ma, and long Diet Coke. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer. You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

20 min
13 FEB

The other side of trade

Coverage of President Donald Trump’s tariffs tends to focus on their effect on American consumers. That’s important, but it’s only half the story, or less. Today on the show, Rob Armstrong and Katie Martin welcome Alan Beattie to discuss how the rest of the world is responding to the Trump tariffs, and what leverage they might have. Also, they go long eggs, and the neutral interest rate, and short the giant panda. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer. You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

26 min
11 FEB

Why is gold buggin’?

Gold is traditionally a hedge against instability. And it’s reaching record highs. Today on the show, Katie Martin and Rob Armstrong look at the demand for gold and try to figure out if the market is trying to tell us something. They also short the penny and go long tech bro drama. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer. You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

25 min
6 FEB

Will Trump’s tariffs make Europe great again?

European stock indices have outperformed the S&P 500 so far this year. The FT’s Aiden Reiter joins Katie Martin to discuss why investors are finally looking beyond US stocks and why Donald Trump’s policies could accidentally benefit global exporters. Also, we go short posthumous publishing and 24-hour stock trading. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer. You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

20 min
4 FEB

What’s next for Trump’s tariffs?

The tariffs have arrived. Canada and Mexico have negotiated delays, China is retaliating, and investors are trying to figure out what comes next. The FT’s Aiden Reiter joins Katie Martin to discuss what Donald Trump gains from following through on his campaign promises and whether there are limits to how much America can boss other countries around. Also, we go short London’s tea culture and long HBO’s ‘The Penguin’. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer. You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

22 min
30 JAN

Picking stocks for 2025

It’s time for the FT’s annual stockpicking contest, where the money is fake but the glory is real. The FT’s Alan Livsey joins Rob Armstrong and Aiden Reiter to discuss what bets they think will pay off in a potentially volatile year. Now more than ever, this is not investing advice. Enter the contest at ft.com/stockpick2025. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer. You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

24 min
28 JAN

DeepSeek, AI and the markets

DeepSeek’s announcement that it has built competitive AI using many fewer resources than big US rivals stunned the markets this week. Chipmakers and power companies plunged in value, and Sam Altman, boss of OpenAI, pronounced himself ‘legit’ invigorated. Today on the show, Katie Martin and Rob Armstrong try to figure out what China’s advances mean for US markets. Also, they organize a fight between their children. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer. You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

23 min

See All (175)

TRAILER

Introducing Unhedged

Ethan Wu, Katie Martin 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.

06/06/2023

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1 min

4.7

out of 5

131 Ratings

One of my favourite podcasts

12 Feb

EMFT1111

Love Katie Martin, love this quick lighthearted biweekly glance at markets that doesn’t make me want to cry
Fantastic

28 Jan

Csel1234

Brilliant podcast - Katie & Rob are a perfect mix of smart, informed and hilarious. Uber enjoyable
Meat like fruit! 😂

11/12/2024

Eggspendables!

I particularly like how a pumpkin pie is actually a pie baked in a pumpkin 🎃
Good, but carnist

26/12/2024

brightey999

The Bitcoin episode was good but I don’t want to know about the dead animals you ate, thanks.

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.