Financial Times

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頻道 • 12 個節目

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3日前

Tech shares zigzag

Tech stocks went into a swivet early this week, with a variety of big names moving sharply in different directions. Today on the show, Katie Martin and Rob Armstrong try to figure out what caused the skittishness, and if it was all the new Fed chair Kevin Warsh’s fault. Also they make opposing bets on gold and bitcoin. 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.

3日前

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19 分鐘
5日前

How to surf turbulent markets

The AI boom is tossing equities around like tiny boats. Today on the show, Katie Martin and Rob Armstrong ask investor Ruchir Sharma how to ride it all out. Sharma is the chair of Rockefeller International and the author of What Went Wrong with Capitalism. The show was recorded at the FT Weekend Festival in New York. Also they go long quality stocks that are out of the tech spotlight and short sharks. 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.

5日前

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28 分鐘
4日前

America's waning power

What are the repercussions of the Iran war for American power? How will the outcome be viewed by America’s allies and the leadership in Beijing? Gideon discusses these questions with Kevin Rudd, the former prime minister of Australia, Katherine Thompson, who until recently was a senior official in the Pentagon under President Trump, and Philip Gordon, who was national security adviser to vice-president Kamala Harris. This is an edited version of a discussion that took place at the recent FT Weekend Festival in New York. News clip: Fox News Free links to read more on this topic: America’s allies look to declare independence from the US The rise and fall of US hegemony Nato chief reveals Italy allowed US planes to use bases in Iran war Trump and Xi will not determine Taiwan’s fate Subscribe to The Rachman Review wherever you get your podcasts - please listen, rate and subscribe. Presented by Gideon Rachman. Produced by Fiona Symon. Sound design is by Breen Turner. Follow Gideon on Bluesky or X @gideonrachman.bsky.social, @gideonrachman Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

4日前

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26 分鐘
5日前

The US dollar’s ‘immigrant’ origins

Today, when you think of a dollar, the US dollar probably comes to mind first. But that hasn’t always been the case. In this episode of The Story of Money, Brendan Greeley, the author of The Almighty Dollar: 500 Years of the World's Most Powerful Money, explains the origins of the world’s first dollar, the Joachimstaler, and the hapless Bohemian count who played a role in its creation. Greeley, and hosts Gillian Tett and Robin Wigglesworth discuss the dollar’s evolution, and whether it may even outlive the current US dollar system. Further reading: The Almighty Dollar: 500 Years of the World's Most Powerful Money, by Brendan Greeley (2026) Credits: Getty Images, Brendan Greeley To enjoy future episodes, be sure to subscribe to The Story of Money wherever you get your podcasts, also on the show's dedicated YouTube channel here: https://www.youtube.com/@FTTheStoryOfMoney Hosts: Gillian Tett and Robin Wigglesworth Producer: Lulu Smyth Senior Producers: Michela Tindera and Laurence Knight Executive Producer: Manuela Saragosa Original music and sound design: Breen Turner Broadcast engineers: Bianca Wakeman and Petros Giuompasis Podcast Development: Laura Clarke FT Global Head of Audio: Flo Phillips Video editor: Josh Divney and Kristen Kenyon at Podcast Discovery Learn more at www.ft.com/tsom or get in touch at thestoryofmoney@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

5日前

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48 分鐘
3日前

How to win at AI (if you’re not the US or China), with AI minister Kanishka Narayan

When the US government banned a top AI lab from exporting its newest models, the world took notice. Export controls forbidding foreign access to Anthropic’s Mythos and Fable systems locked most of the world out of using this cutting-edge technology. As AI becomes more embedded in our daily lives, countries want to secure access to frontier models. But unless you’re the US or China, your country doesn’t have a top-tier national champion. So what can other countries do to secure sovereign control over AI? What kind of leverage can they exert? And can they use AI to boost – rather than break – their economies? Soumaya speaks to UK AI minister Kanishka Narayan to discuss. Subscribe to Soumaya's show on Apple, Spotify, Pocket Casts or wherever you listen. Further Reading How the DeepMind mafia brought the AI boom to London UK companies ‘should be worried’ about Anthropic’s latest AI model, minister says Did Anthropic talk its way into an AI export ban? Anthropic chief tells G7 leaders to ‘resist the temptation to splinter’ over AI Presented by Soumaya Keynes. Produced by Mischa Frankl-Duval. Manuela Saragosa is the executive producer. Sound design by Sean McGarrity. Original music by Breen Turner. Broadcast engineering by Andrew Georgiades. Flo Phillips is the FT’s head of audio. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

3日前

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40 分鐘
3日前

Live special: Ten years after Brexit

Ten years ago, the UK voted in a referendum to leave the EU. Since that Brexit vote, the country has been through six prime ministers, the political landscape has splintered, relations with the EU have cooled, and the economy has spluttered. A decade on, host Lucy Fisher and panellists political editor George Parker, markets columnist Katie Martin, political columnist Stephen Bush and economics correspondent Delphine Strauss consider the impact of Brexit and whether a major shift in the UK’s relationship with the bloc is on the horizon. This is a recording of an FT Live subscribers’ webinar, recorded on Thursday June 25 Want more? Lessons from Brexit for the world economy Rejoining EU is ‘mirage’ but UK must get closer to bloc, says minister In charts: How Brexit still divides British voters Britain’s hunt for a post-Brexit economic model Andy Burnham plans devolution blitz ahead of key City of London speech ‘Big spending vibes, small spending commitments’: Andy Burnham’s tricky fiscal dance How Brexit ghosts will stop the UK from quickly rejoining the EU Follow: Lucy @LOS_Fisher or @lucyfisher.ft.com; @georgewparker.bsky.social, @GeorgeWParker; Stephen @stephenkb and @stephenkb.bsky.social Katie Martin and Delphine Strauss You can also sign up here for Stephen Bush’s morning newsletter Inside Politics for straight-talking insight into the stories that matter, plus puns and tongue (mostly) in cheek views. Get 30 days free. Political Fix was presented by Lucy Fisher and produced by Persis Love and Clare Williamson. Manuela Saragosa is the executive producer. Original music and sound engineering by Breen Turner. The global head of audio is Flo Phillips. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

3日前

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57 分鐘
6月18日

Kevin Warsh’s first remarks

Kevin Warsh delivered his first comments on Wednesday as the new chair of the Federal Reserve. Investors were listening … and the market dropped. Today on the show, Katie Martin and Rob Armstrong dissect his remarks about forecasting, the Fed’s balance sheet and more. Also they go short AI model revenues and short SnapChat’s new glasses. 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.

6月18日

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22 分鐘
6月19日

China wanted western tech. Now, the tables have turned. With John Minnich

For decades, China accelerated its industrial development through a straightforward bargain: foreign firms invested in China, often through joint ventures, gaining access to the enormous Chinese market, while Chinese companies absorbed western tech and knowhow. Today, that dynamic is changing. China's high-tech industries are now world-leading, and western governments are looking on enviously. So should the US and EU now take a page from China's playbook? Host Soumaya Keynes speaks to John Minnich, assistant professor of international relations at LSE, about the history of Chinese tech transfer, how it drove industrial sophistication and whether the west could — or should — attempt something similar. Subscribe to Soumaya's show on Apple, Spotify, Pocket Casts or wherever you listen. Further Reading How China pulled off a great tech reversal EU to include UK and Japan in ‘Made in Europe’ plans John Minnich: Divide and Conquer: Industry Market Structure, Inter-Firm Rivalry, and Bargaining over Technology Presented by Soumaya Keynes. Produced by Mischa Frankl-Duval. Original music and sound design by Breen Turner. Manuela Saragosa is the executive producer. Flo Phillips is the FT’s head of audio. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

6月19日

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43 分鐘
5日前

Can anyone challenge Andy Burnham for PM?

Can any other Labour MP amass sufficient support to challenge Andy Burnham for the top job, or is his ascent to No 10 now all but assured? Just 24 hours after Sir Keir Starmer’s resignation as prime minister, host Lucy Fisher is joined by FT colleagues Miranda Green, Robert Shrimsley and Chris Smyth to discuss the merits of a leadership contest over a coronation, who will win big roles in a Burnham cabinet and his early policy priorities. Plus the group considers the political ripples that a Burnham government will have on the other parties. Follow: Lucy @LOS_Fisher or @lucyfisher.ft.com; Chris: @Smyth_Chris and @chris-smyth.bsky.social; Miranda:@greenmiranda and @greenmirandahere.bsky.social and Robert: @robertshrimsley and @robertshrimsley.bsky.social Want more? Labour MPs consider backing challenger to Andy Burnham Waiting for Andy: what will a Burnham premiership mean? The 10 headaches Starmer is handing to Burnham The revolving door of Downing Street Why does Britain keep changing prime ministers? Labour’s Burnham sceptics don’t have the numbers to stop him Join the Political Fix panel on Thursday June 25 for an FT Live event, ‘Ten years after Brexit: Can the UK deliver change?’ Register to take part at ft.com/anniversary and send us your questions. You can also sign up here for Stephen Bush’s morning newsletter Inside Politics for straight-talking insight into the stories that matter, plus puns and tongue (mostly) in cheek views. Get 30 days free. Political Fix was presented by Lucy Fisher and produced by Persis Love and Clare Williamson. Manuela Saragosa is the executive producer. Original music and sound engineering by Breen Turner. The global head of audio is Flo Phillips. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

5日前

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36 分鐘
6月16日

Notes from the FT Global Bond Summit

Each year the FT Global Bond Summit brings traders, bankers, central bankers and politicians to London to discuss the state and future of debt. Today on the show, Rob Armstrong talks with Katie Martin about her visit to the summit and what she learned. Also they go short bans on social media and long tie games, also known as “draws”. 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.

6月16日

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20 分鐘

News, analysis and comment from the Financial Times