Unhedged

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DUA KALI SEMINGGU

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 H LALU

Live from Kilkenomics: anger and economics

Angry eruptions in elections around the world are changing leaders. And many of those leaders are coming in with radical offers to the voters. But can anger change an economic outcome for the better? And will it? Today on the show, Katie Martin hosts a live forum at the Kilkenomics Festival in Kilkenny, Ireland and discusses the topic with Leah Downey, a political theorist, and Eric Lonergan, a money manager. Also, we go long turkeys and short orange politicians. 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.

29 mnt
3 H LALU

Live from Kilkenomics: financial mistakes

Each year economists gather in Kilkenny, Ireland for the annual Kilkenomics festival. The guests share stories in pubs and make dark jokes about economics. This year, we joined them, taping two episodes of our podcast in Cleere's Bar & Theatre. In our first instalment, we speak with financial historian Russell Napier and Martín Lousteau, a senator representing the city of Buenos Aires. The topic is financial mistakes. Also we go long anger in politics and short France. 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.

26 mnt
7 NOV

The Trump economy. How big? How beautiful?

If Donald Trump’s campaign promises about things such as immigration, the dollar, trade and tax policy are realised, the US will start an economic experiment without recent precedent. Today on the show, Katie Martin, Rob Armstrong and Aiden Reiter make their best guesses about a very confusing and unfamiliar future. Also, we short incumbents and tweed and go long the American project. 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.

29 mnt
5 NOV

Do the markets even care about the US election?

It’s election day. Everyone is freaking out. But the prices of some major commodities and indices remain stoically calm. We investigate. Also, we go long nuclear power, long bees and limit long a squirrel named Peanut. 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.

20 mnt
31 OKT

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 mnt
29 OKT

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 mnt
24 OKT

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 mnt
22 OKT

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 mnt

Lihat Semua (149)

CUPLIKAN

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 mnt

Ethan Wu

Pembawa Acara

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.